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State Street SPDR S&P Regional Banking ETF

441 hedge funds and large institutions have $5.37B invested in State Street SPDR S&P Regional Banking ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 144 increasing their positions, 137 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.36% more ownership

Funds ownership: 99.36%111.72% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 137

5% more capital invested

Capital invested by funds: $5.12B → $5.37B (+$245M)

1% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 67

2% less funds holding

Funds holding: 448441 (-7)

44% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $2.6B

Holders
441
Holders Change
-7
Holders Change %
-1.56%
% of All Funds
7.72%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
66
Increased
144
Reduced
137
Closed
67
Calls
$1.46B
Puts
$2.6B
Net Calls
-$1.13B
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
EE
476
EWG Elevate
California
-$296K -4,482 Closed
WIA
477
World Investment Advisors
California
-$289K -4,417 Closed
JWCA
478
J.W. Cole Advisors
Florida
-$286K -4,370 Closed
RZH
479
Relyea Zuckerberg Hanson
Connecticut
-$278K -4,243 Closed
CIBC Private Wealth Group
480
CIBC Private Wealth Group
Georgia
-$278K -4,238 Closed
WS
481
Wedbush Securities
California
-$271K -4,131 Closed
MCM
482
McMillion Capital Management
North Carolina
-$251K -3,831 Closed
WP
483
WealthSource Partners
California
-$246K -3,747 Closed
TB
484
Terril Brothers
Missouri
-$244K -3,725 Closed
PFS
485
Prospera Financial Services
Texas
-$219K -3,352 Closed
PHS
486
Pekin Hardy Strauss
Illinois
-$207K -3,160 Closed
TA
487
Tiedemann Advisors
New York
-$200K -3,055 Closed
CT
488
Caldwell Trust
Florida
-$172K -2,625 Closed
WP
489
WealthShield Partners
North Carolina
-$143K -2,189 Closed
AIM
490
Axiom Investment Management
New York
-$85K -1,300 Closed
FGAM
491
Financial Gravity Asset Management
Texas
-$66K -1,236 Closed
AWM
492
AllSquare Wealth Management
New York
-$52K -800 Closed
IBOK
493
Independence Bank of Kentucky
Kentucky
-$26K -400 Closed
SWM
494
Sugarloaf Wealth Management
Georgia
-$20K -302 Closed
PA
495
Perennial Advisors
New York
-$16K -247 Closed
AFS
496
Annapolis Financial Services
Maryland
-$13K -200 Closed
SC
497
Solstein Capital
California
-$12K -183 Closed
DA
498
DCM Advisors
New York
-$5K -79 Closed
CCC
499
Crescent Capital Consulting
Louisiana
-$4K -75 Closed
NL
500
NVWM LLC
Pennsylvania
-$5K -70 Closed

KRE Hedge Fund Activity: Q3 2021 in Review

441 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2021, worth a combined $5.37B — up 4.8% from $5.12B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of KRE and 66 opened new positions — a net loss of 1 holder — while 137 trimmed existing stakes and 144 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $209M. The largest seller was Neuberger Berman Group, cutting an estimated $159M.

  • 441 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2021, down from 448 in Q2 2021.
  • Funds reported $5.37B of State Street SPDR S&P Regional Banking ETF stock for Q3 2021, up 4.8% quarter-over-quarter.
  • 66 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2021 and 67 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $209M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2021 was Neuberger Berman Group, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2021.