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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
KLCM
176
KG&L Capital Management
Louisiana
$901K +$601K +10,603 +107%
WPW
177
Waldron Private Wealth
Pennsylvania
$895K -$120K -2,113 -9%
TRCT
178
Tower Research Capital (TRC)
New York
$884K +$588K +10,371 +106%
TSW
179
Thompson Siegel & Walmsley
Virginia
$877K +$1.13M +20,000 New
GSIAS
180
Garden State Investment Advisory Services
New Jersey
$872K +$9.98K +176 +0.9%
PMA
181
Prudent Man Advisors
Illinois
$871K +$1.13M +19,856 New
IWM
182
IHT Wealth Management
Illinois
$849K +$243K +4,283 +28%
SI
183
Stephens Inc
Arkansas
$845K +$74.7K +1,317 +7%
Bank of Nova Scotia
184
Bank of Nova Scotia
Ontario, Canada
$827K -$56.7M -998,940 -98%
AWM
185
Avondale Wealth Management
Texas
$822K +$1.06M +18,745 New
COI
186
Connable Office Inc
Michigan
$819K +$1.06M +18,684 New
LWM
187
LJI Wealth Management
Indiana
$814K +$108K +1,903 +11%
IAA
188
Independent Advisor Alliance
North Carolina
$775K +$764K +13,460 +319%
DS
189
DRW Securities
Illinois
$773K +$1M +17,635 New
KAS
190
Kestra Advisory Services
Texas
$754K -$102K -1,801 -9%
BAM
191
Belpointe Asset Management
Nevada
$745K +$241K +4,252 +27%
CW
192
CreativeOne Wealth
Kansas
$735K +$951K +16,756 New
UAS
193
United Asset Strategies
New York
$735K -$542K -9,556 -54%
EIP
194
Easterly Investment Partners
Massachusetts
$724K +$936K +16,496 New
SCM
195
SOL Capital Management
Maryland
$723K +$56.7K +1,000 +6%
KA
196
Kovack Advisors
Florida
$696K +$250K +4,408 +38%
CFD
197
Creative Financial Designs
Indiana
$686K +$10.2K +179 +1%
FFWM
198
Future Financial Wealth Management
Ohio
$670K -$18.7K -329 -2%
NA
199
NewEdge Advisors
Louisiana
$668K -$395K -6,955 -31%
PLU
200
Performa Ltd (US)
South Carolina
$664K +$859K +15,135 New

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.