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State Street SPDR S&P Regional Banking ETF

368 hedge funds and large institutions have $3.25B invested in State Street SPDR S&P Regional Banking ETF in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 78 increasing their positions, 180 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

26.74% more ownership

Funds ownership: 115.1%141.84% (+27%)

0% more capital invested

Capital invested by funds: $3.25B → $3.25B (+$1.88M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

5% less funds holding

Funds holding: 386368 (-18)

18% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 67

57% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 180

66% less call options, than puts

Call options by funds: $545M | Put options by funds: $1.63B

Holders
368
Holders Change
-18
Holders Change %
-4.66%
% of All Funds
7.97%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
55
Increased
78
Reduced
180
Closed
67
Calls
$545M
Puts
$1.63B
Net Calls
-$1.08B
Net Calls Change
-$2.52B
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Wakefield Asset Management
Colorado
$826K +$37.1K +695 +5%
HCM
152
Howland Capital Management
Massachusetts
$794K -$8.01K -150 -1%
KFP
153
KMG Fiduciary Partners
Ohio
$781K +$16.5K +310 +2%
AFM
154
Abbot Financial Management
Massachusetts
$773K -$16K -300 -2%
CG
155
Cutler Group
California
$754K +$646K +12,100 +465%
NFG
156
Nations Financial Group
Iowa
$750K -$23.5K -440 -3%
JGUA
157
John G. Ullman & Associates
New York
$739K +$80.1K +1,500 +12%
IFWM
158
Institute for Wealth Management
Colorado
$737K -$115K -2,160 -13%
ASN
159
Advisory Services Network
Georgia
$736K +$196K +3,677 +34%
SFA
160
Semmax Financial Advisors
North Carolina
$734K +$568K +10,648 +292%
CAN
161
Cetera Advisor Networks
California
$725K -$356K -6,663 -32%
CA
162
Cambridge Advisors
Nebraska
$718K -$22.3K -417 -3%
IA
163
IFP Advisors
Florida
$715K -$704K -13,187 -49%
CPA
164
Clear Perspective Advisors
Illinois
$710K -$53K -993 -7%
SPIA
165
Steward Partners Investment Advisory
New York
$708K +$213K +3,999 +41%
SF
166
Synovus Financial
Georgia
$688K +$37.4K +701 +6%
BHWM
167
Bar Harbor Wealth Management
New Hampshire
$684K +$19.7K +369 +3%
FPS
168
Fieldpoint Private Securities
Connecticut
$679K -$16K -300 -2%
JIC
169
Joel Isaacson & Co
New York
$678K -$29K -543 -4%
VC
170
Vicus Capital
Pennsylvania
$655K -$61K -1,143 -8%
FAM
171
Fenimore Asset Management
New York
$642K
SPC
172
Sigma Planning Corp
Michigan
$637K -$68K -1,274 -9%
CIG
173
Consolidated Investment Group
Colorado
$632K
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$614K -$5.34K -100 -0.8%
FSA
175
Financial Sense Advisors
California
$609K -$480 -9 -0.1%

KRE Hedge Fund Activity: Q1 2019 in Review

368 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2019, worth a combined $3.25B — up 0.06% from $3.25B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of KRE and 55 opened new positions — a net loss of 12 holders — while 180 trimmed existing stakes and 78 added.

The largest buyer was Morgan Stanley, adding an estimated $176M. The largest seller was Goldman Sachs, cutting an estimated $192M.

  • 368 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2019, down from 386 in Q4 2018.
  • Funds reported $3.25B of State Street SPDR S&P Regional Banking ETF stock for Q1 2019, up 0.06% quarter-over-quarter.
  • 55 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2019 and 67 closed out, a net change of -12 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2019 was Morgan Stanley, an estimated $176M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2019 was Goldman Sachs, an estimated $192M sold.

Based on aggregated 13F filings for Q1 2019.