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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
AWM
476
Activest Wealth Management
Florida
$1.84K
PGAM
477
Princeton Global Asset Management
New Jersey
$1.58K +$2.04K +36 New
CA
478
Crewe Advisors
Utah
$1.49K
NC
479
NewSquare Capital
Pennsylvania
$1.4K
EWM
480
EPG Wealth Management
Georgia
$1.32K +$1.7K +30 New
GFPC
481
Global Financial Private Client
Florida
$998
GI
482
Gradient Investments
Minnesota
$789
HWA
483
HHM Wealth Advisors
Tennessee
$658 +$851 +15 New
PA
484
PSI Advisors
Florida
$658 +$851 +15 New
NMG
485
New Millennium Group
Utah
$88 -$57 -1 -33%
RCM
486
Raleigh Capital Management
North Carolina
$47 -$6.35K -112 -99%
Deutsche Bank
487
Deutsche Bank
Germany
$44
BA
488
Bellwether Advisors
Nebraska
$15
SC
489
Sculptor Capital
New York
-$25.4M -433,143 Closed
NHFG
490
New Harbor Financial Group
Massachusetts
-$19M -324,003 Closed
AHC
491
Anderson Hoagland & Co
Missouri
-$6.81M -117,082 Closed
CWM
492
Chicago Wealth Management
Illinois
-$6.44M -109,691 Closed
CC
493
Carlson Capital
Texas
-$6.1M -103,800 Closed
SSG
494
Summit Securities Group
New York
-$3.75M -66,100 Closed
SAM
495
Silphium Asset Management
United Kingdom
-$3.82M -65,000 Closed
PF
496
Phoenix Financial
Israel
-$2.97M -50,614 Closed
UB
497
UMB Bank
Missouri
-$2.78M -47,254 Closed
KFBMI
498
Kentucky Farm Bureau Mutual Insurance
Kentucky
-$2.64M -45,000 Closed
CWM
499
Congress Wealth Management
Massachusetts
-$2.64M -44,914 Closed
CAM
500
Congress Asset Management
Massachusetts
-$2.64M -44,889 Closed

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.