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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
JMPWA
126
JP Morgan Private Wealth Advisors
California
$1.97M +$311K +5,489 +14%
YC
127
Yarbrough Capital
Tennessee
$1.9M
HI
128
HBK Investments
Texas
$1.9M +$2.46M +43,295 New
SPC
129
Sigma Planning Corp
Michigan
$1.87M +$1.67M +29,367 +220%
CA
130
Calton & Associates
Florida
$1.86M +$876K +15,447 +57%
PP
131
Paloma Partners
Connecticut
$1.85M -$401K -7,074 -14%
OC
132
Oppenheimer & Co
New York
$1.81M +$343K +6,050 +17%
AR
133
Advisory Research
Illinois
$1.8M +$2.33M +41,000 New
SSB
134
Sandy Spring Bank
Maryland
$1.77M +$126K +2,227 +6%
GI
135
GAMCO Investors
Connecticut
$1.75M
WM
136
WS Management
Florida
$1.75M +$2.27M +40,000 New
PFT
137
Providence First Trust
Arizona
$1.75M +$222K +3,912 +11%
G
138
GenTrust
Florida
$1.75M +$1.83M +32,339 +433%
PG
139
Proffitt & Goodson
Tennessee
$1.68M +$1.07M +18,846 +97%
FCH
140
Freestone Capital Holdings
Washington
$1.68M +$2.17M +38,297 New
VVP
141
Venture Visionary Partners
Ohio
$1.68M +$2.17M +38,233 New
TMWM
142
Taylor & Morgan Wealth Management
Michigan
$1.63M +$577K +10,175 +38%
IFG
143
Independent Financial Group
California
$1.53M +$1.26M +22,148 +174%
HAS
144
Holland Advisory Services
Florida
$1.52M +$1.97M +34,743 New
AGM
145
Alpine Global Management
New York
$1.51M +$1.67M +29,452 +604%
VLKIM
146
Van Lanschot Kempen Investment Management
Netherlands
$1.47M +$1.9M +33,500 New
JPLA
147
Joseph P. Lucia & Associates
New York
$1.47M -$327K -5,769 -15%
RIL
148
Rothschild Investment LLC
Illinois
$1.38M +$297K +5,230 +20%
CA
149
Clearstead Advisors
Ohio
$1.35M +$1.73M +30,543 +15,272%
IAN
150
Integrated Advisors Network
Texas
$1.33M +$14.9K +263 +0.9%

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.