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State Street SPDR S&P Regional Banking ETF

527 hedge funds and large institutions have $5.33B invested in State Street SPDR S&P Regional Banking ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 216 increasing their positions, 130 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 130

59% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 66

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

6% more funds holding

Funds holding: 497527 (+30)

4% less capital invested

Capital invested by funds: $5.52B → $5.33B (-$194M)

12.6% less ownership

Funds ownership: 113%100.4% (-13%)

56% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $2.5B

Holders
527
Holders Change
+30
Holders Change %
+6.04%
% of All Funds
8.31%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
105
Increased
216
Reduced
130
Closed
66
Calls
$1.11B
Puts
$2.5B
Net Calls
-$1.39B
Net Calls Change
-$668M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Curi Wealth Management
North Carolina
$10K
MCM
502
MV Capital Management
Maryland
$10K
TWA
503
TCI Wealth Advisors
Arizona
$10K +$10.9K +150 New
Optiver Holding
504
Optiver Holding
Netherlands
$9K -$29.1K -400 -75%
ARIS
505
Advanced Research Investment Solutions
California
$9K +$9.11K +125 New
RG
506
Retirement Group
California
$8K +$1.02K +14 +14%
BWP
507
Baldwin Wealth Partners
Massachusetts
$7K
FMTCOCP
508
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
UIA
509
Ulland Investment Advisors
Minnesota
$7K
GFPC
510
Global Financial Private Client
Florida
$5.83K
SCA
511
Sandy Cove Advisors
Massachusetts
$4K
T
512
TCWP
Ohio
$4K +$4.3K +59 New
IAIM
513
Industrial Alliance Investment Management
Quebec, Canada
$4K +$4.37K +60 New
HCA
514
Heck Capital Advisors
Wisconsin
$3.65K -$2.82M -38,764 -100%
BWL
515
Bogart Wealth LLC
Virginia
$3K -$14.6K -200 -81%
AWM
516
Activest Wealth Management
Florida
$3K
SWA
517
SOA Wealth Advisors
New York
$3K
ADL
518
Asset Dedication LLC
California
$3K +$3.64K +50 New
WAM
519
Worth Asset Management
Texas
$3K +$3.64K +50 New
WAS
520
Winch Advisory Services
Wisconsin
$2K
OHWP
521
Oak Harbor Wealth Partners
North Carolina
$2K +$2.4K +33 New
CA
522
Crewe Advisors
Utah
$2K +$2.48K +34 New
BA
523
Bivin & Associates
Oklahoma
$1K
CAGAS
524
Capital Advisory Group Advisory Services
Minnesota
$1K +$1.46K +20 New
AGM
525
Alpine Global Management
New York
$594 -$1.19M -16,349 -65%

KRE Hedge Fund Activity: Q1 2022 in Review

527 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2022, worth a combined $5.33B — down 3.5% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new KRE positions and 66 closed out — a net gain of 39 holders — while 216 added to existing stakes and 130 trimmed.

The largest buyer was Bank of America, adding an estimated $312M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $268M.

  • 527 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2022, up from 497 in Q4 2021.
  • Funds reported $5.33B of State Street SPDR S&P Regional Banking ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 105 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2022 and 66 closed out, a net change of +39 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2022 was Bank of America, an estimated $312M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2022.