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State Street SPDR S&P Regional Banking ETF

325 hedge funds and large institutions have $3.14B invested in State Street SPDR S&P Regional Banking ETF in 2017 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 130 increasing their positions, 73 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 73

20% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 64

11% more capital invested

Capital invested by funds: $2.84B → $3.14B (+$300M)

5.48% more ownership

Funds ownership: 81.02%86.5% (+5.5%)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

2% more funds holding

Funds holding: 318325 (+7)

65% less call options, than puts

Call options by funds: $292M | Put options by funds: $842M

Holders
325
Holders Change
+7
Holders Change %
+2.2%
% of All Funds
8.09%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.5%
New
77
Increased
130
Reduced
73
Closed
64
Calls
$292M
Puts
$842M
Net Calls
-$550M
Net Calls Change
-$98M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
176
Hefren-Tillotson
Pennsylvania
$1.02M -$1.34K -24 -0.1%
OWD
177
Osborn Williams & Donohoe
Ohio
$928K -$5.6K -100 -0.6%
NAMP
178
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$923K -$5.6K -100 -0.6%
First Trust Advisors
179
First Trust Advisors
Illinois
$915K -$571K -10,204 -38%
CPA
180
Clear Perspective Advisors
Illinois
$898K +$267K +4,775 +41%
VAM
181
Visionary Asset Management
Texas
$852K -$79.6K -1,422 -8%
CIC
182
Carnegie Investment Counsel
Ohio
$835K +$572K +10,221 +200%
Cerity Partners
183
Cerity Partners
New York
$823K +$843K +15,067 New
IG
184
ING Group
Netherlands
$786K
ABC
185
Associated Banc-Corp
Wisconsin
$775K +$54.6K +975 +7%
SEIA
186
Signature Estate & Investment Advisors
California
$775K +$483K +8,629 +155%
WCA
187
Waratah Capital Advisors
Ontario, Canada
$769K +$789K +14,088 New
MWP
188
MYCIO Wealth Partners
Pennsylvania
$735K +$50.6K +904 +7%
JIC
189
Joel Isaacson & Co
New York
$721K
BSW
190
Buckingham Strategic Wealth
Missouri
$674K +$690K +12,336 New
DIA
191
Dana Investment Advisors
Wisconsin
$673K -$30.9K -552 -4%
AB
192
AT Bancorp
Iowa
$669K -$5.6K -100 -0.8%
SPC
193
Sigma Planning Corp
Michigan
$668K +$96.3K +1,720 +16%
PP
194
Paloma Partners
Connecticut
$665K +$683K +12,194 New
BBPWM
195
Blue Bell Private Wealth Management
Pennsylvania
$654K
WSCM
196
Wellington Shields Capital Management
New York
$654K +$670K +11,970 New
BHWM
197
Bar Harbor Wealth Management
New Hampshire
$645K -$66K -1,180 -9%
BRWA
198
B. Riley Wealth Advisors
Florida
$599K +$256K +4,572 +72%
BFEC
199
Benjamin F. Edwards & Company
Missouri
$593K +$576K +10,285 +1,801%
DW
200
Domani Wealth
Pennsylvania
$591K +$15.1K +270 +3%

KRE Hedge Fund Activity: Q1 2017 in Review

325 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2017, worth a combined $3.14B — up 11% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new KRE positions and 64 closed out — a net gain of 13 holders — while 130 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $346M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $98.6M sold.

  • 325 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2017, up from 318 in Q4 2016.
  • Funds reported $3.14B of State Street SPDR S&P Regional Banking ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 77 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2017 and 64 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2017 was Morgan Stanley, an estimated $346M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2017 was Discovery Capital Management, an estimated $98.6M sold.

Based on aggregated 13F filings for Q1 2017.