We are live on ! Find out more
KRE icon

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
BA
576
Bristlecone Advisors
Washington
-$53.1K -1,210 Closed
GA
577
GoalVest Advisory
New York
-$51.6K -1,178 Closed
FIA
578
FNY Investment Advisers
New York
-$37.7K -919 Closed
WB
579
Webster Bank
Connecticut
-$35.8K -816 Closed
HB
580
Horizon Bancorp
Indiana
-$30K -695 Closed
BBHC
581
Brown Brothers Harriman & Co
New York
-$26.3K -600 Closed
MPWT
582
MassMutual Private Wealth & Trust
Connecticut
-$23.9K -546 Closed
ST
583
Sageworth Trust
Pennsylvania
-$23.4K -533 Closed
BFO
584
Biltmore Family Office
North Carolina
-$17.5K -400 Closed
WOC
585
West Oak Capital
California
-$17.5K -400 Closed
TC
586
Truvestments Capital
Florida
-$13.2K -300 Closed
HDIM
587
Hanson & Doremus Investment Management
Vermont
-$12K -275 Closed
CWC
588
Carolinas Wealth Consulting
North Carolina
-$10.4K -236 Closed
MCM
589
MV Capital Management
Maryland
-$6.58K -150 Closed
BTI
590
Blue Trust Inc
Georgia
-$6K -100 Closed
Nomura Asset Management
591
Nomura Asset Management
Japan
-$4.39K -100 Closed
HS
592
Horan Securities
United States
-$2.6K -59 Closed
FGAM
593
Financial Gravity Asset Management
Texas
-$21.8K -44 Closed
AWM
594
Activest Wealth Management
Florida
-$1.84K -42 Closed
NC
595
NewSquare Capital
Pennsylvania
-$1.4K -32 Closed
EWM
596
EPG Wealth Management
Georgia
-$1.32K -30 Closed
HWA
597
HHM Wealth Advisors
Tennessee
-$658 -15 Closed
ECM
598
ExodusPoint Capital Management
New York
-$328 -8 Closed
TSWM
599
Tyler-Stone Wealth Management
Ohio
+$451 +11 New

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.