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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
Credit Agricole
526
Credit Agricole
France
-$377K -6,412 Closed
AWCI
527
Alpine Woods Capital Investors
New York
-$377K -6,410 Closed
AWA
528
Arkadios Wealth Advisors
Georgia
-$359K -6,108 Closed
PB
529
Pinnacle Bancorp
Nebraska
-$352K -6,000 Closed
HSA
530
HBK Sorce Advisory
Pennsylvania
-$347K -5,900 Closed
RBC
531
Romano Brothers & Co
Illinois
-$329K -5,596 Closed
PCMF
532
Private Capital Management (Florida)
Florida
-$294K -5,000 Closed
MAC
533
Mason & Associates (California)
California
-$288K -4,910 Closed
MPW
534
MGO Private Wealth
California
-$284K -4,840 Closed
W
535
WealthOne
New York
-$278K -4,737 Closed
PFGIA
536
Patriot Financial Group Insurance Agency
Massachusetts
-$277K -4,717 Closed
PCM
537
Pennsylvania Capital Management
Pennsylvania
-$277K -4,621 Closed
JCM
538
Jacobi Capital Management
Pennsylvania
-$270K -4,601 Closed
PFP
539
Paragon Financial Partners
California
-$267K -4,545 Closed
BWP
540
BSW Wealth Partners
Colorado
-$266K -4,533 Closed
NLP
541
Next Level Private
New York
-$260K -4,393 Closed
JWBC
542
J.W. Burns & Co
New York
-$256K -4,365 Closed
KPWS
543
Kestra Private Wealth Services
Texas
-$256K -4,356 Closed
JGUA
544
John G. Ullman & Associates
New York
-$253K -4,300 Closed
MIA
545
MMBG Investment Advisors
Florida
-$244K -4,160 Closed
CCFM
546
Clear Creek Financial Management
Washington
-$244K -4,156 Closed
BRWA
547
B. Riley Wealth Advisors
Florida
-$243K -4,129 Closed
PMG
548
ProVise Management Group
Florida
-$237K -4,039 Closed
BPA
549
Beacon Pointe Advisors
California
-$232K -3,954 Closed
SCA
550
Snowden Capital Advisors
New York
-$232K -3,950 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.