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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
FMTC
551
Farmers & Merchants Trust Company
California
-$231K -3,927 Closed
NAS
552
Nicolet Advisory Services
Wisconsin
-$225K -3,759 Closed
E
553
Ergoteles
New York
-$217K -3,700 Closed
RFN
554
RDA Financial Network
Iowa
-$214K -3,645 Closed
CM
555
Caption Management
Oklahoma
-$199K -3,500 Closed
NFP
556
Narus Financial Partners
Utah
-$205K -3,484 Closed
SCG
557
Sonata Capital Group
Washington
-$204K -3,474 Closed
LSA
558
Lion Street Advisors
Texas
-$245K -3,459 Closed
CS
559
Comerica Securities
Michigan
-$137K -2,332 Closed
PFC
560
Phocas Financial Corp
California
-$85.2K -1,450 Closed
HIIFS
561
Harel Insurance Investments & Financial Services
Israel
-$71K -1,230 Closed
MCM
562
Magnolia Capital Management
New York
-$39K -670 Closed
PP
563
Pacifica Partners
Canada
-$37.3K -640 Closed
RIA
564
Realta Investment Advisors
Delaware
-$36.7K -625 Closed
EE
565
EWG Elevate
California
-$35.2K -600 Closed
NIC
566
Northwest Investment Counselors
Oregon
-$29.4K -500 Closed
MCC
567
Money Concepts Capital
Florida
-$28.6K -487 Closed
AWM
568
Accurate Wealth Management
Florida
-$18.1K -304 Closed
TAM
569
Townsend Asset Management
North Carolina
-$9.93K -169 Closed
ZIG
570
Zullo Investment Group
Pennsylvania
-$8.99K -153 Closed
TCOV
571
Trust Company of Vermont
Vermont
-$8.22K -140 Closed
MWM
572
Mascoma Wealth Management
New Hampshire
-$6.58K -112 Closed
WAM
573
Worth Asset Management
Texas
-$6.46K -110 Closed
AAMA
574
Advanced Asset Management Advisors
Ohio
-$4.93K -84 Closed
GIA
575
GHP Investment Advisors
Colorado
-$4.17K -71 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.