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State Street SPDR S&P Regional Banking ETF

344 hedge funds and large institutions have $2.92B invested in State Street SPDR S&P Regional Banking ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 170 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 368344 (-24)

10% less capital invested

Capital invested by funds: $3.25B → $2.92B (-$335M)

13% less ownership

Funds ownership: 141.84%128.84% (-13%)

34% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 59

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

57% less call options, than puts

Call options by funds: $682M | Put options by funds: $1.59B

66% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 170

Holders
344
Holders Change
-24
Holders Change %
-6.52%
% of All Funds
7.47%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.13%
New
39
Increased
57
Reduced
170
Closed
59
Calls
$682M
Puts
$1.59B
Net Calls
-$908M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
51
Kore Private Wealth
New York
$4.51M +$320K +5,993 +8%
AG
52
Advisor Group
Arizona
$4.41M -$1.15M -21,457 -21%
RIA
53
RPG Investment Advisory
California
$4.4M -$43.2K -809 -1%
SB
54
Simmons Bank
Arkansas
$4.25M +$870K +16,294 +26%
HighTower Advisors
55
HighTower Advisors
Illinois
$4.23M -$249K -4,663 -6%
DA
56
Duality Advisers
Florida
$4.02M -$73.8M -1,381,670 -95%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$3.98M -$5.21M -97,629 -57%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$3.95M -$1.19M -22,278 -23%
MA
59
Montag & Associates
Georgia
$3.69M -$17.8K -334 -0.5%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$3.63M -$659K -12,348 -15%
CFB
61
Cullen/Frost Bankers
Texas
$3.63M -$798K -14,940 -18%
Creative Planning
62
Creative Planning
Kansas
$3.58M -$127K -2,376 -3%
SSB
63
Sandy Spring Bank
Maryland
$3.41M -$1.32M -24,748 -28%
RCMU
64
Rokos Capital Management (UK)
United Kingdom
$3.32M
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$3.31M -$442K -8,273 -12%
NB
66
NBT Bank
New York
$3.31M -$80.5K -1,507 -2%
SCM
67
SOL Capital Management
Maryland
$3.22M -$88.1K -1,650 -3%
FPFS
68
First Personal Financial Services
North Carolina
$3.13M -$70K -1,310 -2%
PP
69
Patten & Patten
Tennessee
$3.12M -$135K -2,520 -4%
SIC
70
Salem Investment Counselors
North Carolina
$3.1M +$3.1M +58,058 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$2.95M -$502K -9,392 -15%
OC
72
Oppenheimer & Co
New York
$2.73M +$1.57M +29,459 +136%
Nomura Asset Management
73
Nomura Asset Management
Japan
$2.7M +$2.7M +50,600 New
SIA
74
SeaBridge Investment Advisors
New Jersey
$2.59M -$98.8K -1,850 -4%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$2.58M +$567K +10,614 +28%

KRE Hedge Fund Activity: Q2 2019 in Review

344 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q2 2019, worth a combined $2.92B — down 10% from $3.25B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of KRE and 39 opened new positions — a net loss of 20 holders — while 170 trimmed existing stakes and 57 added.

The largest buyer was Bessemer Group, opening a new position worth an estimated $40.1M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 344 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q2 2019, down from 368 in Q1 2019.
  • Funds reported $2.92B of State Street SPDR S&P Regional Banking ETF stock for Q2 2019, down 10% quarter-over-quarter.
  • 39 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q2 2019 and 59 closed out, a net change of -20 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q2 2019 was Bessemer Group, an estimated $40.1M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q2 2019 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2019.