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State Street SPDR S&P Regional Banking ETF

409 hedge funds and large institutions have $3.5B invested in State Street SPDR S&P Regional Banking ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

25% more capital invested

Capital invested by funds: $2.81B → $3.5B (+$692M)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

21% more funds holding

Funds holding: 337409 (+72)

6% less call options, than puts

Call options by funds: $994M | Put options by funds: $1.06B

4.81% less ownership

Funds ownership: 84.39%79.58% (-4.8%)

Holders
409
Holders Change
+72
Holders Change %
+21.36%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.52%
New
113
Increased
135
Reduced
109
Closed
36
Calls
$994M
Puts
$1.06B
Net Calls
-$65.3M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
151
Fort Washington Investment Advisors
Ohio
$2.11M +$34.5K +600 +2%
IA
152
IFP Advisors
Florida
$2.08M -$29.9K -520 -1%
KFBMI
153
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.06M
SSI
154
Scott & Selber Inc
Texas
$2.05M +$17.8K +309 +0.9%
VF
155
Virtu Financial
New York
$2.05M -$586K -10,209 -23%
OAM
156
Occidental Asset Management
California
$1.98M +$29.5K +513 +2%
BTS
157
BB&T Securities
Virginia
$1.97M +$134K +2,324 +7%
FCM
158
Flinton Capital Management
Pennsylvania
$1.94M -$1.35M -23,528 -42%
AFNAS
159
American Financial Network Advisory Services
California
$1.91M +$82.2K +1,431 +5%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.9M +$849K +14,777 +85%
LCM
161
Lucas Capital Management
New Jersey
$1.89M +$2.87K +50 +0.2%
FMWA
162
Forvis Mazars Wealth Advisors
Missouri
$1.87M +$53.8K +936 +3%
EDRH
163
Edmond de Rothschild Holding
Switzerland
$1.83M +$1.29M +22,497 +263%
IFWM
164
Institute for Wealth Management
Colorado
$1.79M +$1.7M +29,564 New
CHC
165
City Holding Co
West Virginia
$1.77M +$104K +1,810 +6%
NSAM
166
North Star Asset Management
Wisconsin
$1.75M +$45K +783 +3%
WIA
167
Wealthstreet Investment Advisors
Texas
$1.68M +$1.64M +28,485 New
MRCM
168
M&R Capital Management
New Jersey
$1.64M +$115K +2,000 +8%
RIL
169
Rothschild Investment LLC
Illinois
$1.63M +$43.1K +750 +3%
DSC
170
Duncker Streett & Co
Missouri
$1.6M +$402 +7 +0%
CAG
171
Csenge Advisory Group
Florida
$1.6M +$71.8K +1,249 +5%
TAM
172
Tyers Asset Management
Texas
$1.59M -$1.11M -19,376 -42%
BSG
173
Black Swift Group
Colorado
$1.56M +$603K +10,500 +66%
WIM
174
Westside Investment Management
California
$1.52M +$8.62K +150 +0.6%
PG
175
Proffitt & Goodson
Tennessee
$1.51M -$407K -7,092 -22%

KRE Hedge Fund Activity: Q4 2017 in Review

409 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2017, worth a combined $3.5B — up 25% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new KRE positions and 36 closed out — a net gain of 77 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $152M. The largest seller was JP Morgan Chase, cutting an estimated $135M.

  • 409 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $3.5B of State Street SPDR S&P Regional Banking ETF stock for Q4 2017, up 25% quarter-over-quarter.
  • 113 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2017 and 36 closed out, a net change of +77 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2017 was Goldman Sachs, an estimated $152M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2017 was JP Morgan Chase, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2017.