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State Street SPDR S&P Regional Banking ETF

480 hedge funds and large institutions have $3.72B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 163 increasing their positions, 133 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

23% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 133

4% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 119

5% less capital invested

Capital invested by funds: $3.91B → $3.72B (-$195M)

1% less funds holding

Funds holding: 487480 (-7)

5.31% less ownership

Funds ownership: 131.35%126.04% (-5.3%)

50% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $2.83B

Holders
480
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
7.54%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
114
Increased
163
Reduced
133
Closed
119
Calls
$1.41B
Puts
$2.83B
Net Calls
-$1.42B
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
451
Lowe Wealth Advisors
Maryland
$4.9K +$4.92K +120 New
RG
452
Retirement Group
California
$4.35K +$41 +1 +1%
FFL
453
Financial Freedom LLC
Ohio
$4.12K +$4.14K +101 New
SCA
454
Stonebridge Capital Advisors
Minnesota
$4.08K -$76.8K -1,872 -95%
IGWM
455
ICA Group Wealth Management
Colorado
$4.08K
BAM
456
Byrne Asset Management
New Jersey
$4K -$2.46K -60 -38%
FMTCOCP
457
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
TFGT
458
TS Financial Group (TSFG)
Illinois
$4K +$41 +1 +1%
SIC
459
SJS Investment Consulting
Ohio
$3.27K
MCM
460
McMillion Capital Management
North Carolina
$3.27K +$3.28K +80 New
SMA
461
Sage Mountain Advisors
Georgia
$3.27K +$3.28K +80 New
PPC
462
Park Place Capital
Alabama
$3.25K
BWP
463
Baldwin Wealth Partners
Massachusetts
$3.1K -$1.03K -25 -25%
TF
464
TimeScale Financial
Massachusetts
$3.09K +$41 +1 +1%
PK
465
Pflug Koory
Nebraska
$2.41K
SIS
466
Sound Income Strategies
Florida
$2.04K -$6.16K -150 -75%
TFA
467
Transamerica Financial Advisors
Florida
$2K -$205 -5 -16%
WWM
468
Wolff Wiese Magana
California
$1.63K -$15.5K -378 -90%
BlackRock
469
BlackRock
New York
$1.51K +$1.52K +37 New
PGAM
470
Princeton Global Asset Management
New Jersey
$1.47K
CA
471
Crewe Advisors
Utah
$1.39K
HFS
472
Hantz Financial Services
Michigan
$1K +$1.03K +25 New
GFPC
473
Global Financial Private Client
Florida
$961
GI
474
Gradient Investments
Minnesota
$735
HI
475
Horizon Investments
North Carolina
$408 +$410 +10 New

KRE Hedge Fund Activity: Q2 2023 in Review

480 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q2 2023, worth a combined $3.72B — down 5% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of KRE and 114 opened new positions — a net loss of 5 holders — while 133 trimmed existing stakes and 163 added.

The largest buyer was UBS Group, adding an estimated $164M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 480 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q2 2023, down from 487 in Q1 2023.
  • Funds reported $3.72B of State Street SPDR S&P Regional Banking ETF stock for Q2 2023, down 5% quarter-over-quarter.
  • 114 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q2 2023 and 119 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q2 2023 was UBS Group, an estimated $164M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q2 2023 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2023.