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State Street SPDR S&P Regional Banking ETF

447 hedge funds and large institutions have $3.19B invested in State Street SPDR S&P Regional Banking ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

6.28% more ownership

Funds ownership: 109.42%115.7% (+6.3%)

1% more funds holding

Funds holding: 444447 (+3)

4% less capital invested

Capital invested by funds: $3.3B → $3.19B (-$116M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

68% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $3.21B

Holders
447
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
68
Increased
114
Reduced
169
Closed
57
Calls
$1.02B
Puts
$3.21B
Net Calls
-$2.18B
Net Calls Change
-$619M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
151
KCM Investment Advisors
California
$933K -$66K -1,072 -6%
FFWM
152
Future Financial Wealth Management
Ohio
$927K +$971K +15,775 New
CHC
153
City Holding Co
West Virginia
$917K -$21.5K -350 -2%
SCM
154
SOL Capital Management
Maryland
$910K
CFD
155
Creative Financial Designs
Indiana
$909K +$37.4K +608 +4%
ACM
156
Ategra Capital Management
Virginia
$891K -$205K -3,328 -18%
IWM
157
IHT Wealth Management
Illinois
$886K -$68.9K -1,119 -7%
DWM
158
Dakota Wealth Management
Florida
$878K -$27.7K -450 -3%
PSP
159
Principal Street Partners
Tennessee
$867K +$6.28K +102 +0.7%
PP
160
Patten & Patten
Tennessee
$866K -$34.8K -565 -4%
William Blair & Company
161
William Blair & Company
Illinois
$862K -$82.1K -1,335 -8%
DADC
162
D.A. Davidson & Co
Montana
$835K -$9.78K -159 -1%
AFM
163
Abbot Financial Management
Massachusetts
$824K -$98.4K -1,600 -10%
SSA
164
Schonfeld Strategic Advisors
New York
$811K -$2.31M -37,581 -73%
CG
165
Cutler Group
California
$808K -$7.86M -127,714 -90%
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$795K -$132K -2,150 -14%
JIR
167
James Investment Research
Ohio
$790K -$130K -2,109 -14%
JIC
168
Joel Isaacson & Co
New York
$788K
SPC
169
Sigma Planning Corp
Michigan
$786K -$787K -12,793 -49%
OIA
170
OneDigital Investment Advisors
Kansas
$769K +$64.4K +1,046 +9%
MA
171
Mutual Advisors
Nebraska
$768K -$123 -2 -0%
DSC
172
Duncker Streett & Co
Missouri
$759K
IFWM
173
Institute for Wealth Management
Colorado
$757K +$121K +1,969 +18%
CGA
174
Crescent Grove Advisors
Illinois
$749K -$147K -2,396 -16%
IFG
175
Independent Financial Group
California
$749K -$15.4K -250 -2%

KRE Hedge Fund Activity: Q4 2022 in Review

447 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2022, worth a combined $3.19B — down 3.5% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new KRE positions and 57 closed out — a net gain of 11 holders — while 114 added to existing stakes and 169 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $126M. The largest seller was Bessemer Group, cutting an estimated $224M.

  • 447 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2022, up from 444 in Q3 2022.
  • Funds reported $3.19B of State Street SPDR S&P Regional Banking ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 68 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2022 and 57 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $126M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2022 was Bessemer Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2022.