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State Street SPDR S&P Regional Banking ETF

487 hedge funds and large institutions have $3.91B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 161 increasing their positions, 116 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

54% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 92

39% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 116

23% more capital invested

Capital invested by funds: $3.19B → $3.91B (+$724M)

15.65% more ownership

Funds ownership: 115.7%131.35% (+16%)

9% more funds holding

Funds holding: 447487 (+40)

34% less call options, than puts

Call options by funds: $2.66B | Put options by funds: $4.02B

Holders
487
Holders Change
+40
Holders Change %
+8.95%
% of All Funds
7.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
142
Increased
161
Reduced
116
Closed
92
Calls
$2.66B
Puts
$4.02B
Net Calls
-$1.36B
Net Calls Change
+$825M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
451
Stone House Investment Management
Pennsylvania
$9.21K +$11.9K +210 New
SIS
452
Sound Income Strategies
Florida
$8.77K
TH
453
TCTC Holdings
Texas
$8.77K
BMCM
454
Black Maple Capital Management
Wisconsin
$8.77K +$11.3K +200 New
GGI
455
Godsey & Gibb Inc
Virginia
$7.63K
KFI
456
Key Financial Inc
Pennsylvania
$7.54K
FPFS
457
First Personal Financial Services
North Carolina
$7.46K
BAM
458
Byrne Asset Management
New Jersey
$7K +$6.24K +110 +220%
EWM
459
Evermay Wealth Management
Virginia
$6.8K -$42K -740 -83%
AF
460
Allworth Financial
California
$6.58K -$1.87K -33 -18%
MCM
461
MV Capital Management
Maryland
$6.58K
BTI
462
Blue Trust Inc
Georgia
$6K
TFGT
463
TS Financial Group (TSFG)
Illinois
$5K -$86.7K -1,528 -94%
FMTCOCP
464
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
RG
465
Retirement Group
California
$5K
BWP
466
Baldwin Wealth Partners
Massachusetts
$4.43K
IGWM
467
ICA Group Wealth Management
Colorado
$4.39K
Nomura Asset Management
468
Nomura Asset Management
Japan
$4.39K
SIC
469
SJS Investment Consulting
Ohio
$3.51K
PPC
470
Park Place Capital
Alabama
$3.45K +$57 +1 +1%
TF
471
TimeScale Financial
Massachusetts
$3.29K +$57 +1 +1%
Commonwealth Equity Services
472
Commonwealth Equity Services
Massachusetts
$2.71K -$573K -10,105 -14%
HS
473
Horan Securities
United States
$2.6K
PK
474
Pflug Koory
Nebraska
$2.59K
TFA
475
Transamerica Financial Advisors
Florida
$2K -$227 -4 -11%

KRE Hedge Fund Activity: Q1 2023 in Review

487 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2023, worth a combined $3.91B — up 23% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new KRE positions and 92 closed out — a net gain of 50 holders — while 161 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $203M. The largest seller was UBS Group, cutting an estimated $90.1M.

  • 487 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2023, up from 447 in Q4 2022.
  • Funds reported $3.91B of State Street SPDR S&P Regional Banking ETF stock for Q1 2023, up 23% quarter-over-quarter.
  • 142 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2023 and 92 closed out, a net change of +50 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2023 was Morgan Stanley, an estimated $203M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2023 was UBS Group, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2023.