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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
JIR
101
James Investment Research
Ohio
$2.72M +$2.76M +48,642 +362%
SG Americas Securities
102
SG Americas Securities
New York
$2.69M -$1.98M -34,933 -36%
Wellington Management Group
103
Wellington Management Group
Massachusetts
$2.69M -$37.7K -664 -1%
PAG
104
Private Advisor Group
New Jersey
$2.58M +$2.73M +48,199 +449%
WMSA
105
Weiss Multi-Strategy Advisers
New York
$2.57M +$3.32M +58,516 New
LCM
106
Laurion Capital Management
New York
$2.54M +$2.98M +52,600 +992%
TF
107
Theory Financial
Colorado
$2.53M +$350K +6,168 +12%
CI
108
Cavalier Investments
Georgia
$2.49M -$2.82M -49,662 -47%
CF
109
Copperwynd Financial
Arizona
$2.46M +$3.18M +56,102 New
JFG
110
Jefferies Financial Group
New York
$2.45M +$3.18M +55,970 New
CIG
111
Consolidated Investment Group
Colorado
$2.44M
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$2.41M +$3.12M +55,000 New
HighTower Advisors
113
HighTower Advisors
Illinois
$2.31M -$1.77M -31,241 -37%
NB
114
NBT Bank
New York
$2.25M -$23.7K -418 -0.8%
LRWA
115
Long Run Wealth Advisors
New York
$2.24M +$878K +15,477 +44%
TI
116
Trexquant Investment
Connecticut
$2.24M +$1.93M +33,949 +199%
FPCP
117
Fort Point Capital Partners
California
$2.23M +$1.84M +32,459 +176%
TC
118
Tejara Capital
United Kingdom
$2.19M +$2.84M +50,000 New
BIP
119
Bouvel Investment Partners
Pennsylvania
$2.14M +$2.77M +48,848 New
CAC
120
Cowen and Company
New York
$2.14M +$1.4M +24,750 +103%
TWC
121
TD Waterhouse Canada
Ontario, Canada
$2.02M +$2.44M +42,981 +1,346%
MA
122
Montag & Associates
Georgia
$2.01M -$1.02M -17,974 -28%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$2M +$343K +6,054 +15%
CAN
124
Cetera Advisor Networks
California
$1.99M +$1.21M +21,301 +89%
SCP
125
Stamos Capital Partners
California
$1.98M +$2.56M +45,160 New

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.