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State Street SPDR S&P Regional Banking ETF

447 hedge funds and large institutions have $3.19B invested in State Street SPDR S&P Regional Banking ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

6.28% more ownership

Funds ownership: 109.42%115.7% (+6.3%)

1% more funds holding

Funds holding: 444447 (+3)

4% less capital invested

Capital invested by funds: $3.3B → $3.19B (-$116M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

68% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $3.21B

Holders
447
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
68
Increased
114
Reduced
169
Closed
57
Calls
$1.02B
Puts
$3.21B
Net Calls
-$2.18B
Net Calls Change
-$619M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
76
NBT Bank
New York
$3.04M -$115K -1,869 -3%
TF
77
Theory Financial
Colorado
$3.02M +$3.17M +51,440 New
PF
78
Phoenix Financial
Israel
$2.97M -$71.4M -1,159,703 -96%
SF
79
Synovus Financial
Georgia
$2.93M +$571K +9,287 +23%
PP
80
Paloma Partners
Connecticut
$2.89M +$3.02M +49,152 New
UB
81
UMB Bank
Missouri
$2.78M -$1.95M -31,647 -40%
KFBMI
82
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.64M
CWM
83
Congress Wealth Management
Massachusetts
$2.64M -$168K -2,723 -6%
CAM
84
Congress Asset Management
Massachusetts
$2.64M -$156K -2,530 -5%
YC
85
Yarbrough Capital
Tennessee
$2.55M
Parallax Volatility Advisers
86
Parallax Volatility Advisers
California
$2.55M +$1.79M +29,012 +203%
TW
87
TrinityPoint Wealth
Connecticut
$2.5M -$38.9K -632 -1%
MIH
88
Meitav Investment House
Israel
$2.45M -$25.3M -410,525 -91%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$2.41M -$108K -1,752 -4%
GI
90
GAMCO Investors
Connecticut
$2.35M -$308K -5,000 -11%
Truist Financial
91
Truist Financial
North Carolina
$2.33M -$311K -5,054 -11%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$2.33M -$476K -7,732 -16%
JMPWA
93
JP Morgan Private Wealth Advisors
California
$2.32M -$61.6K -1,001 -2%
JPLA
94
Joseph P. Lucia & Associates
New York
$2.3M -$216K -3,516 -8%
SSB
95
Sandy Spring Bank
Maryland
$2.24M +$15.9K +258 +0.7%
M&T Bank
96
M&T Bank
New York
$2.12M -$221K -3,593 -9%
PFT
97
Providence First Trust
Arizona
$2.11M -$3.08K -50 -0.1%
FPGK
98
Financial Partners Group (Kansas)
Kansas
$2.1M -$1.86M -30,218 -48%
LRWA
99
Long Run Wealth Advisors
New York
$2.09M +$39.3K +638 +2%
BFM
100
Boothbay Fund Management
New York
$2.07M +$2.17M +35,200 New

KRE Hedge Fund Activity: Q4 2022 in Review

447 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2022, worth a combined $3.19B — down 3.5% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new KRE positions and 57 closed out — a net gain of 11 holders — while 114 added to existing stakes and 169 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $126M. The largest seller was Bessemer Group, cutting an estimated $224M.

  • 447 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2022, up from 444 in Q3 2022.
  • Funds reported $3.19B of State Street SPDR S&P Regional Banking ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 68 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2022 and 57 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $126M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2022 was Bessemer Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2022.