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State Street SPDR S&P Regional Banking ETF

452 hedge funds and large institutions have $3.26B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 171 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 126.04%125.62% (-0.41%)

6% less funds holding

Funds holding: 480452 (-28)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

12% less capital invested

Capital invested by funds: $3.72B → $3.26B (-$455M)

22% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 94

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 171

51% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $2.74B

Holders
452
Holders Change
-28
Holders Change %
-5.83%
% of All Funds
7.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
73
Increased
121
Reduced
171
Closed
94
Calls
$1.35B
Puts
$2.74B
Net Calls
-$1.39B
Net Calls Change
+$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
Dakota Wealth Management
Florida
-$335K -8,208 Closed
PGFC
502
Peapack-Gladstone Financial Corp
New Jersey
-$304K -7,445 Closed
WJWM
503
Williams Jones Wealth Management
New York
-$302K -7,397 Closed
IF
504
Intrua Financial
Texas
-$240K -5,867 Closed
PA
505
Prossimo Advisors
California
-$230K -5,630 Closed
SPC
506
Sigma Planning Corp
Michigan
-$229K -5,615 Closed
SAG
507
SageView Advisory Group
California
-$227K -5,558 Closed
BOS
508
Bank of Stockton
California
-$214K -5,233 Closed
FWP
509
FAS Wealth Partners
Kansas
-$213K -5,220 Closed
FHA
510
Flagship Harbor Advisors
Massachusetts
-$207K -5,070 Closed
NC
511
Nixon Capital
Texas
-$204K -5,000 Closed
ACM
512
Ategra Capital Management
Virginia
-$202K -4,950 Closed
PCM
513
Parsons Capital Management
Rhode Island
-$202K -4,950 Closed
BAM
514
Belpointe Asset Management
Nevada
-$201K -4,916 Closed
CAM
515
Chesapeake Asset Management
New York
-$176K -4,300 Closed
CP
516
Castleview Partners
Texas
-$163K -4,000 Closed
LSA
517
Lion Street Advisors
Texas
-$245K -3,459 Closed
PC
518
Pecaut & Co
Iowa
-$93.9K -2,300 Closed
AIM
519
Anchor Investment Management
South Carolina
-$68.6K -1,680 Closed
WP
520
WealthShield Partners
North Carolina
-$61.2K -1,500 Closed
MIH
521
Meitav Investment House
Israel
-$41.7K -1,023 Closed
LFG
522
Larson Financial Group
Missouri
-$41.3K -1,011 Closed
PIAS
523
PCA Investment Advisory Services
Ohio
-$41K -1,004 Closed
DI
524
Disciplined Investments
Oklahoma
-$38.1K -933 Closed
WP
525
WealthPLAN Partners
Nebraska
-$33.9K -830 Closed

KRE Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2023, worth a combined $3.26B — down 12% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of KRE and 73 opened new positions — a net loss of 21 holders — while 171 trimmed existing stakes and 121 added.

The largest buyer was Citigroup, adding an estimated $143M. The largest seller was UBS Group, cutting an estimated $154M.

  • 452 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2023, down from 480 in Q2 2023.
  • Funds reported $3.26B of State Street SPDR S&P Regional Banking ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 73 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2023 and 94 closed out, a net change of -21 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2023 was Citigroup, an estimated $143M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2023 was UBS Group, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2023.