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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
BIP
126
Bouvel Investment Partners
Pennsylvania
$1.94M -$77.1K -1,730 -4%
GI
127
GAMCO Investors
Connecticut
$1.88M
IAA
128
Independent Advisor Alliance
North Carolina
$1.88M +$112K +2,506 +6%
AWM
129
Avondale Wealth Management
Texas
$1.83M +$535K +11,989 +38%
YC
130
Yarbrough Capital
Tennessee
$1.81M
MA
131
Montag & Associates
Georgia
$1.8M +$66.4K +1,490 +4%
SSB
132
Sandy Spring Bank
Maryland
$1.78M -$3.17K -71 -0.2%
UM
133
Ulysses Management
New York
$1.67M
BCWM
134
Bartlett & Co Wealth Management
Ohio
$1.63M +$1.55M +34,662 +785%
BC
135
Bartlett & Co
Ohio
$1.63M +$1.55M +34,662 +785%
Tudor Investment Corp
136
Tudor Investment Corp
Connecticut
$1.62M -$7.39M -165,700 -81%
PP
137
Patten & Patten
Tennessee
$1.61M +$1.01M +22,540 +141%
PG
138
Proffitt & Goodson
Tennessee
$1.58M -$34.6K -777 -2%
Creative Planning
139
Creative Planning
Kansas
$1.55M +$20.7K +464 +1%
AWS
140
Atria Wealth Solutions
New York
$1.53M -$507K -11,369 -24%
OC
141
Oppenheimer & Co
New York
$1.52M -$122K -2,735 -7%
IAN
142
Integrated Advisors Network
Texas
$1.46M +$337K +7,563 +28%
VLKIM
143
Van Lanschot Kempen Investment Management
Netherlands
$1.4M
SC
144
Scotia Capital
Ontario, Canada
$1.39M +$406K +9,097 +38%
CFS
145
Commonwealth Financial Services
West Virginia
$1.33M +$1.42M +31,775 New
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$1.29M -$1.11M -24,998 -45%
PSP
147
Principal Street Partners
Tennessee
$1.27M +$682K +15,294 +102%
PLU
148
Performa Ltd (US)
South Carolina
$1.2M +$110K +2,476 +9%
RIL
149
Rothschild Investment LLC
Illinois
$1.19M -$89.9K -2,016 -7%
RA
150
Rockingstone Advisors
Massachusetts
$1.18M +$46.8K +1,050 +4%

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.