We are live on ! Find out more
KRE icon

State Street SPDR S&P Regional Banking ETF

480 hedge funds and large institutions have $3.72B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 163 increasing their positions, 133 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

23% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 133

4% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 119

5% less capital invested

Capital invested by funds: $3.91B → $3.72B (-$195M)

1% less funds holding

Funds holding: 487480 (-7)

5.31% less ownership

Funds ownership: 131.35%126.04% (-5.3%)

50% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $2.83B

Holders
480
Holders Change
-7
Holders Change %
-1.44%
% of All Funds
7.54%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.2%
New
114
Increased
163
Reduced
133
Closed
119
Calls
$1.41B
Puts
$2.83B
Net Calls
-$1.42B
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
176
Rockingstone Advisors
Massachusetts
$1.11M -$51.5K -1,255 -4%
KLCM
177
KG&L Capital Management
Louisiana
$1.07M +$236K +5,753 +28%
PLU
178
Performa Ltd (US)
South Carolina
$1.07M +$455K +11,100 +73%
MS
179
Madden Securities
Texas
$1.06M +$1.06M +25,875 New
GWM
180
Geneos Wealth Management
Colorado
$1.05M +$205K +4,986 +24%
AFS
181
AFG Fiduciary Services
Massachusetts
$1.03M +$984K +23,971 New
QOP
182
Quinn Opportunity Partners
Virginia
$1.02M +$616K +15,000 +150%
CWM
183
CIBC World Markets
New York
$1.02M +$1.03M +25,000 New
SC
184
Scotia Capital
Ontario, Canada
$985K -$83.3K -2,031 -8%
CHC
185
City Holding Co
West Virginia
$968K +$475K +11,585 +95%
Bank of Nova Scotia
186
Bank of Nova Scotia
Ontario, Canada
$951K +$182K +4,427 +23%
ICM
187
Ionic Capital Management
New York
$939K
CCA
188
Column Capital Advisors
Indiana
$911K +$915K +22,300 New
M&T Bank
189
M&T Bank
New York
$902K -$183K -4,451 -17%
HHGC
190
Hunting Hill Global Capital
New York
$898K +$632K +15,400 +233%
WB
191
WesBanco Bank
West Virginia
$873K -$122K -2,973 -12%
NA
192
NewEdge Advisors
Louisiana
$862K +$242K +5,894 +39%
JCM
193
Jacobi Capital Management
Pennsylvania
$862K +$866K +21,115 New
WPW
194
Waldron Private Wealth
Pennsylvania
$833K -$164 -4 -0%
DADC
195
D.A. Davidson & Co
Montana
$824K +$828K +20,177 New
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$816K +$208K +5,073 +34%
PMA
197
Prudent Man Advisors
Illinois
$811K
SWP
198
Stratos Wealth Partners
Ohio
$808K +$519K +12,647 +177%
LWM
199
LJI Wealth Management
Indiana
$769K +$11.9K +289 +2%
SCM
200
SOL Capital Management
Maryland
$761K +$88.2K +2,150 +13%

KRE Hedge Fund Activity: Q2 2023 in Review

480 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q2 2023, worth a combined $3.72B — down 5% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of KRE and 114 opened new positions — a net loss of 5 holders — while 133 trimmed existing stakes and 163 added.

The largest buyer was UBS Group, adding an estimated $164M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 480 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q2 2023, down from 487 in Q1 2023.
  • Funds reported $3.72B of State Street SPDR S&P Regional Banking ETF stock for Q2 2023, down 5% quarter-over-quarter.
  • 114 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q2 2023 and 119 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q2 2023 was UBS Group, an estimated $164M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q2 2023 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2023.