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State Street SPDR S&P Regional Banking ETF

497 hedge funds and large institutions have $5.52B invested in State Street SPDR S&P Regional Banking ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 178 increasing their positions, 112 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 58

59% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 112

13% more funds holding

Funds holding: 441497 (+56)

1.28% more ownership

Funds ownership: 111.72%113% (+1.3%)

3% more capital invested

Capital invested by funds: $5.37B → $5.52B (+$153M)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

31% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.34B

Holders
497
Holders Change
+56
Holders Change %
+12.7%
% of All Funds
7.65%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.2%
New
119
Increased
178
Reduced
112
Closed
58
Calls
$1.62B
Puts
$2.34B
Net Calls
-$722M
Net Calls Change
+$412M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
451
Creative Financial Designs
Indiana
$21K +$14.3K +200 +206%
BWM
452
BerganKDV Wealth Management
Minnesota
$20K +$19.9K +278 New
HDIM
453
Hanson & Doremus Investment Management
Vermont
$19K
RAM
454
Riggs Asset Management
Pennsylvania
$19K
NFSG
455
Newbridge Financial Services Group
Florida
$19K +$19K +266 New
BWL
456
Bogart Wealth LLC
Virginia
$17K -$4.79K -67 -21%
BWA
457
BDO Wealth Advisors
Florida
$17K
CFFP
458
Center for Financial Planning
Michigan
$15K
AA
459
Ancora Advisors
Ohio
$14K
ACA
460
Aptus Capital Advisors
Alabama
$14K
RIA
461
Richwood Investment Advisors
Ohio
$14K +$14.3K +200 New
JWM
462
Janiczek Wealth Management
Colorado
$13K +$12.9K +180 New
AA
463
Addison Advisors
Vermont
$13K +$13.3K +186 New
DAC
464
Dividend Assets Capital
South Carolina
$12K
FPFS
465
First Personal Financial Services
North Carolina
$12K
TAM
466
Townsend Asset Management
North Carolina
$12K
TAM
467
Tucker Asset Management
Colorado
$11.2K
CAL
468
Capital Analysts LLC
Pennsylvania
$11K
EWM
469
Evermay Wealth Management
Virginia
$11K
MCM
470
MV Capital Management
Maryland
$11K
CFA
471
Carroll Financial Associates
North Carolina
$10K
CWM
472
Curi Wealth Management
North Carolina
$10K +$11K +154 New
FMTCOCP
473
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
AP
474
Advisors Preferred
Maryland
$8K +$8.73K +122 New
BWP
475
Baldwin Wealth Partners
Massachusetts
$7K

KRE Hedge Fund Activity: Q4 2021 in Review

497 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2021, worth a combined $5.52B — up 2.9% from $5.37B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new KRE positions and 58 closed out — a net gain of 61 holders — while 178 added to existing stakes and 112 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $215M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $272M.

  • 497 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2021, up from 441 in Q3 2021.
  • Funds reported $5.52B of State Street SPDR S&P Regional Banking ETF stock for Q4 2021, up 2.9% quarter-over-quarter.
  • 119 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2021 and 58 closed out, a net change of +61 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2021 was Toronto Dominion Bank, an estimated $215M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $272M sold.

Based on aggregated 13F filings for Q4 2021.