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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
VMPIC
51
Varma Mutual Pension Insurance Co
Finland
$10.6M +$13.8M +242,532 New
GF
52
Goodman Financial
Texas
$10.6M +$454K +8,008 +3%
DIM
53
DC Investments Management
Virginia
$10.3M +$13.3M +234,479 New
IP
54
Interval Partners
New York
$10.1M +$13M +229,438 New
Jane Street
55
Jane Street
New York
$9.87M +$12.8M +224,947 New
Squarepoint
56
Squarepoint
New York
$9.27M +$12M +211,368 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$9.13M +$7.14M +125,909 +153%
PCIG
58
Partners Capital Investment Group
Massachusetts
$8.89M +$98.5K +1,736 +0.9%
CWG
59
Cornerstone Wealth Group
North Carolina
$8.76M +$11.3M +199,616 New
Mackenzie Financial
60
Mackenzie Financial
Ontario, Canada
$8.38M +$6.63M +116,960 +158%
MCM
61
MAI Capital Management
Ohio
$8.26M +$10.2M +179,157 +1,956%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$8.06M +$3.61M +63,642 +60%
CA
63
Cetera Advisors
Colorado
$7.97M +$6.24M +109,915 +153%
IWC
64
Integrated Wealth Concepts
Massachusetts
$7.62M +$9.5M +167,491 +2,672%
Osaic Holdings
65
Osaic Holdings
Arizona
$7.43M +$1.41M +24,928 +17%
AI
66
Atom Investors
Texas
$7.22M +$1.96M +34,500 +27%
SIC
67
Sigma Investment Counselors
Michigan
$6.69M +$8.65M +152,549 New
RJA
68
Raymond James & Associates
Florida
$6.36M -$2.05M -36,112 -20%
Ameriprise
69
Ameriprise
Minnesota
$6.06M +$17.7K +312 +0.2%
First Manhattan
70
First Manhattan
New York
$5.85M +$7.56M +133,300 New
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$5.56M +$2.52M +44,420 +54%
CCM
72
Cobalt Capital Management
New Jersey
$5.26M +$6.81M +120,000 New
EWA
73
EP Wealth Advisors
California
$5.04M +$1.65M +29,134 +56%
WP
74
Woodline Partners
California
$4.98M +$6.45M +113,623 New
VRM
75
Vectors Research Management
New York
$4.96M +$2.4M +42,240 +60%

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.