We are live on ! Find out more
KRE icon

State Street SPDR S&P Regional Banking ETF

452 hedge funds and large institutions have $3.26B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 171 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 126.04%125.62% (-0.41%)

6% less funds holding

Funds holding: 480452 (-28)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

12% less capital invested

Capital invested by funds: $3.72B → $3.26B (-$455M)

22% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 94

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 171

51% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $2.74B

Holders
452
Holders Change
-28
Holders Change %
-5.83%
% of All Funds
7.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
73
Increased
121
Reduced
171
Closed
94
Calls
$1.35B
Puts
$2.74B
Net Calls
-$1.39B
Net Calls Change
+$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LIP
76
Lighthouse Investment Partners
Florida
$4.67M +$1.32M +29,497 +36%
Corient Private Wealth
77
Corient Private Wealth
Florida
$4.56M +$83.9K +1,882 +2%
SG Americas Securities
78
SG Americas Securities
New York
$4.36M -$453K -10,160 -9%
GIM
79
Grassi Investment Management
California
$4.29M +$124K +2,780 +3%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$4.27M -$6.47M -145,200 -59%
MMA
81
Miracle Mile Advisors
California
$4.19M -$341K -7,640 -7%
CIC
82
Carnegie Investment Counsel
Ohio
$4.12M -$101K -2,260 -2%
AI
83
Atom Investors
Texas
$4.07M -$2.19M -49,166 -34%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$4.04M -$704K -15,795 -14%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$3.91M -$2.44M -54,679 -37%
JFG
86
Jefferies Financial Group
New York
$3.89M +$1.03M +23,000 +33%
CG
87
Cutler Group
California
$3.85M +$6.64K +149 +0.2%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$3.75M -$1.5M -33,600 -27%
BPIM
89
Brant Point Investment Management
New York
$3.69M +$1.08M +24,244 +38%
LCM
90
Laurion Capital Management
New York
$3.4M +$361K +8,100 +11%
KIA
91
KCM Investment Advisors
California
$3.36M -$197K -4,418 -5%
FLPIM
92
F.L. Putnam Investment Management
Massachusetts
$3.35M +$2.96M +66,350 +483%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$3.29M +$258K +5,797 +8%
MTIM
94
Marathon Trading Investment Management
Pennsylvania
$3.29M -$1.42M -31,900 -29%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$3.14M -$2.53M -56,680 -43%
AC
96
Annandale Capital
Texas
$3.14M
TMWM
97
Taylor & Morgan Wealth Management
Michigan
$3.11M +$48.7K +1,093 +1%
RRA
98
Round Rock Advisors
Connecticut
$2.97M +$211K +4,731 +7%
Marshall Wace
99
Marshall Wace
United Kingdom
$2.95M +$3.15M +70,576 New
IFG
100
Independent Financial Group
California
$2.87M -$1.25M -27,932 -29%

KRE Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2023, worth a combined $3.26B — down 12% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of KRE and 73 opened new positions — a net loss of 21 holders — while 171 trimmed existing stakes and 121 added.

The largest buyer was Citigroup, adding an estimated $143M. The largest seller was UBS Group, cutting an estimated $154M.

  • 452 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2023, down from 480 in Q2 2023.
  • Funds reported $3.26B of State Street SPDR S&P Regional Banking ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 73 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2023 and 94 closed out, a net change of -21 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2023 was Citigroup, an estimated $143M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2023 was UBS Group, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2023.