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State Street SPDR S&P Regional Banking ETF

480 hedge funds and large institutions have $3.72B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 163 increasing their positions, 133 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

23% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 133

4% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 119

5% less capital invested

Capital invested by funds: $3.91B → $3.72B (-$195M)

1% less funds holding

Funds holding: 487480 (-7)

5.31% less ownership

Funds ownership: 131.35%126.04% (-5.3%)

50% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $2.83B

Holders
480
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
7.54%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
114
Increased
163
Reduced
133
Closed
119
Calls
$1.41B
Puts
$2.83B
Net Calls
-$1.42B
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
551
Krilogy Financial
Missouri
-$238K -5,425 Closed
IA
552
IFG Advisory
Georgia
-$237K -5,404 Closed
E
553
ETFidea
New York
-$232K -5,283 Closed
EA
554
Eudaimonia Advisors
Tennessee
-$232K -5,281 Closed
RWA
555
Redmont Wealth Advisors
Illinois
-$231K -5,261 Closed
TFS
556
Thoroughbred Financial Services
Tennessee
-$222K -5,074 Closed
GCP
557
GSA Capital Partners
United Kingdom
-$221K -5,040 Closed
VFPW
558
Vantage Financial Partners (Wisconsin)
Wisconsin
-$221K -5,040 Closed
SCA
559
Sassicaia Capital Advisers
New York
-$219K -5,000 Closed
BCI
560
Brinker Capital Investments
Pennsylvania
-$214K -4,878 Closed
OPS
561
Orion Portfolio Solutions
Nebraska
-$214K -4,878 Closed
FTC
562
Farmers Trust Company
Ohio
-$213K -4,853 Closed
3F
563
360 Financial
Minnesota
-$211K -4,806 Closed
SFG
564
StrategIQ Financial Group
Indiana
-$209K -4,758 Closed
Vontobel Holding
565
Vontobel Holding
Switzerland
-$208K -4,742 Closed
AWA
566
Aaron Wealth Advisors
Illinois
-$206K -4,688 Closed
AWM
567
AE Wealth Management
Kansas
-$204K -4,653 Closed
AAS
568
Ameritas Advisory Services
Nebraska
-$194K -4,490 Closed
GCP
569
Garda Capital Partners
Minnesota
-$181K -4,136 Closed
CF
570
Centaurus Financial
California
-$157K -3,579 Closed
GPGA
571
Grandeur Peak Global Advisors
Utah
-$152K -3,468 Closed
Loomis, Sayles & Company
572
Loomis, Sayles & Company
Massachusetts
-$129K -2,939 Closed
GVAG
573
Great Valley Advisor Group
Delaware
-$91.6K -2,088 Closed
AF
574
Advisornet Financial
Minnesota
-$86.1K -1,964 Closed
GFWA
575
Grey Fox Wealth Advisors
Delaware
-$53.3K -1,215 Closed

KRE Hedge Fund Activity: Q2 2023 in Review

480 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q2 2023, worth a combined $3.72B — down 5% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of KRE and 114 opened new positions — a net loss of 5 holders — while 133 trimmed existing stakes and 163 added.

The largest buyer was UBS Group, adding an estimated $164M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 480 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q2 2023, down from 487 in Q1 2023.
  • Funds reported $3.72B of State Street SPDR S&P Regional Banking ETF stock for Q2 2023, down 5% quarter-over-quarter.
  • 114 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q2 2023 and 119 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q2 2023 was UBS Group, an estimated $164M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q2 2023 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2023.