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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
NAM
151
NTV Asset Management
West Virginia
$1.33M +$11.3K +200 +0.7%
DCM
152
DG Capital Management
New York
$1.32M +$1.7M +30,000 New
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$1.29M +$421K +7,426 +34%
Walleye Trading
154
Walleye Trading
New York
$1.28M -$22.9M -403,937 -93%
SF
155
Synovus Financial
Georgia
$1.26M -$1.2M -21,224 -43%
RA
156
Rockingstone Advisors
Massachusetts
$1.25M +$127K +2,230 +9%
FIM
157
Freedom Investment Management
Connecticut
$1.22M +$1.57M +27,759 New
M&T Bank
158
M&T Bank
New York
$1.16M -$544K -9,581 -27%
SC
159
Scotia Capital
Ontario, Canada
$1.15M -$332K -5,858 -18%
PCA
160
Pallas Capital Advisors
Massachusetts
$1.12M +$1.48M +26,151 New
Creative Planning
161
Creative Planning
Kansas
$1.11M +$293K +5,165 +26%
GCM
162
Granby Capital Management
Florida
$1.1M +$1.42M +25,000 New
UM
163
Ulysses Management
New York
$1.1M +$1.42M +25,000 New
CRC
164
Curi RMB Capital
Illinois
$1.09M -$10.5M -184,747 -88%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$1.07M -$935K -16,480 -40%
UCFA
166
United Capital Financial Advisors
Texas
$1.07M -$102K -1,798 -7%
WB
167
WesBanco Bank
West Virginia
$1.07M -$18.4K -325 -1%
ICM
168
Ionic Capital Management
New York
$1.01M +$1.3M +23,000 New
PCM
169
Prelude Capital Management
New York
$1M +$967K +17,050 +297%
AFP
170
Alpha Financial Partners
Kentucky
$997K +$135K +2,379 +12%
TC
171
Trilogy Capital
California
$968K +$1.25M +22,075 New
JWCA
172
J.W. Cole Advisors
Florida
$962K +$793K +13,980 +176%
SIC
173
Salem Investment Counselors
North Carolina
$957K
Mariner
174
Mariner
Kansas
$947K +$628K +11,072 +105%
GWM
175
Geneos Wealth Management
Colorado
$904K -$180K -3,172 -13%

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.