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State Street SPDR S&P Regional Banking ETF

452 hedge funds and large institutions have $3.26B invested in State Street SPDR S&P Regional Banking ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 171 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 126.04%125.62% (-0.41%)

6% less funds holding

Funds holding: 480452 (-28)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

12% less capital invested

Capital invested by funds: $3.72B → $3.26B (-$455M)

22% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 94

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 171

51% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $2.74B

Holders
452
Holders Change
-28
Holders Change %
-5.83%
% of All Funds
7.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
73
Increased
121
Reduced
171
Closed
94
Calls
$1.35B
Puts
$2.74B
Net Calls
-$1.39B
Net Calls Change
+$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
LJI Wealth Management
Indiana
$837K +$53.7K +1,204 +6%
ASN
177
Advisory Services Network
Georgia
$816K -$365K -8,176 -29%
CICI
178
Capital Investment Counsel Inc
North Carolina
$809K +$864K +19,375 New
US Bancorp
179
US Bancorp
Minnesota
$762K +$34.7K +778 +4%
VIM
180
VELA Investment Management
Ohio
$735K +$134K +2,994 +20%
OMC
181
Old Mission Capital
Illinois
$729K +$779K +17,459 New
MPM
182
MBB Public Markets
Illinois
$729K
PFO
183
Pathstone Family Office
New Jersey
$728K +$438K +9,828 +129%
IWM
184
IHT Wealth Management
Illinois
$727K -$857K -19,226 -53%
IA
185
IFG Advisory
Georgia
$717K +$765K +17,159 New
TFA
186
Toth Financial Advisory
Virginia
$710K +$38.3K +858 +5%
SCM
187
SOL Capital Management
Maryland
$705K -$78K -1,750 -9%
HH
188
Hilltop Holdings
Texas
$699K +$320K +7,180 +75%
IAIM
189
International Assets Investment Management
Florida
$694K +$365K +8,176 New
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$692K +$739K +16,568 New
GSIAS
191
Garden State Investment Advisory Services
New Jersey
$690K -$88.3K -1,981 -11%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$668K -$48.9K -1,097 -6%
QT
193
Quantbot Technologies
New York
$659K +$704K +15,783 New
MML Investors Services
194
MML Investors Services
Massachusetts
$651K -$3.76M -84,331 -84%
CGA
195
Crescent Grove Advisors
Illinois
$637K -$11.1K -250 -2%
IFWM
196
Institute for Wealth Management
Colorado
$632K +$24.6K +551 +4%
MA
197
Mutual Advisors
Nebraska
$631K +$25.8K +578 +4%
TRCT
198
Tower Research Capital (TRC)
New York
$629K -$1.45M -32,559 -68%
EWA
199
Encompass Wealth Advisors
Oregon
$625K +$116K +2,600 +21%
MOS
200
MGO One Seven
Ohio
$603K -$17.3K -389 -3%

KRE Hedge Fund Activity: Q3 2023 in Review

452 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2023, worth a combined $3.26B — down 12% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of KRE and 73 opened new positions — a net loss of 21 holders — while 171 trimmed existing stakes and 121 added.

The largest buyer was Citigroup, adding an estimated $143M. The largest seller was UBS Group, cutting an estimated $154M.

  • 452 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2023, down from 480 in Q2 2023.
  • Funds reported $3.26B of State Street SPDR S&P Regional Banking ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 73 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2023 and 94 closed out, a net change of -21 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2023 was Citigroup, an estimated $143M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2023 was UBS Group, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2023.