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SPDR S&P Regional Banking ETF
KRE

Overview Fund Activity

196 hedge funds and large institutions have $2.47B invested in SPDR S&P Regional Banking ETF in 2015 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-16
Holders Change %
-7.55%
% of All Funds
5.23%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
38
Increased
58
Reduced
72
Closed
50
Calls
$61.5M
Puts
$213M
Net Calls
-$152M
Net Calls Change
+$736M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$164M
2
Morgan Stanley
Morgan Stanley
New York
$545M
3
CS
Credit Suisse
Switzerland
$133M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$208M
5
HI
Horizon Investments
North Carolina
$70.8M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$0
3
Bank of America
Bank of America
North Carolina
$68.7M
4
UBS Group
UBS Group
Switzerland
$50M
5
ECA
Endeavour Capital Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
126
Bar Harbor Wealth Management
New Hampshire
$543K – – –
MMLI
127
Massachusetts Mutual Life Insurance
Massachusetts
$543K +$62.2K +1,525 +13%
RIL
128
Rothschild Investment LLC
Illinois
$527K -$40.9K -1,000 -7%
CI
129
Clal Insurance
Israel
$504K -$34.3M -839,556 -99%
MWP
130
MYCIO Wealth Partners
Pennsylvania
$499K +$254K +6,230 +104%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$484K -$29.8K -730 -6%
BWM
132
Braver Wealth Management
Massachusetts
$473K +$490 +12 +0.1%
NFC
133
Northeast Financial Consultants
Connecticut
$441K +$32.7K +800 +8%
ACM
134
Advisors Capital Management
New Jersey
$438K +$11.4K +279 +3%
CHC
135
City Holding Co
West Virginia
$435K +$4.09K +100 +0.9%
ABC
136
Associated Banc-Corp
Wisconsin
$417K +$5.1K +125 +1%
BBPWM
137
Blue Bell Private Wealth Management
Pennsylvania
$372K +$16.3K +400 +5%
FMBTD
138
First Midwest Bank Trust Division
Illinois
$369K +$121K +2,970 +49%
Stifel Financial
139
Stifel Financial
Missouri
$362K -$452K -11,081 -56%
PAG
140
Private Advisor Group
New Jersey
$341K -$1.68M -41,121 -83%
DHFB
141
Dixon Hubard Feinour & Brown
Virginia
$331K -$6.13K -150 -2%
QC
142
QCM Cayman
Texas
$301K -$235K -5,745 -44%
MM
143
Main Management
California
$301K – – –
JWBC
144
J.W. Burns & Co
New York
$292K +$8.56K +210 +3%
N
145
Natixis
France
$292K +$292K +7,140 New
Creative Planning
146
Creative Planning
Kansas
$290K +$73.6K +1,805 +34%
RMAM
147
Raab & Moskowitz Asset Management
New Jersey
$285K – – –
SWP
148
Stratos Wealth Partners
Ohio
$282K -$3.75K -92 -1%
SIA
149
Starfire Investment Advisers
Michigan
$282K +$282K +6,900 New
VAM
150
Verity Asset Management
North Carolina
$276K +$276K +6,768 New
4 5
6
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