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State Street SPDR S&P Regional Banking ETF

409 hedge funds and large institutions have $3.5B invested in State Street SPDR S&P Regional Banking ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 36

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

25% more capital invested

Capital invested by funds: $2.81B → $3.5B (+$692M)

24% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 109

21% more funds holding

Funds holding: 337409 (+72)

6% less call options, than puts

Call options by funds: $994M | Put options by funds: $1.06B

4.81% less ownership

Funds ownership: 84.39%79.58% (-4.8%)

Holders
409
Holders Change
+72
Holders Change %
+21.36%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.52%
New
113
Increased
135
Reduced
109
Closed
36
Calls
$994M
Puts
$1.06B
Net Calls
-$65.3M
Net Calls Change
+$228M
Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
201
Bremer Trust National Association
Minnesota
$1.01M -$146K -2,549 -13%
CIC
202
Carnegie Investment Counsel
Ohio
$1M +$71.5K +1,245 +8%
OWD
203
Osborn Williams & Donohoe
Ohio
$977K
SWM
204
SeaCrest Wealth Management
New York
$977K +$953K +16,597 New
MCIM
205
Meadow Creek Investment Management
Georgia
$911K -$636K -11,072 -42%
IAS
206
IMA Advisory Services
Colorado
$886K +$865K +15,052 New
SC
207
Sovarnum Capital
New York
$883K +$862K +15,000 New
ABC
208
Associated Banc-Corp
Wisconsin
$878K +$15.8K +275 +2%
FSA
209
Financial Sense Advisors
California
$873K +$852K +14,836 New
CA
210
Calton & Associates
Florida
$850K +$771K +13,417 New
CA
211
Cambridge Advisors
Nebraska
$846K +$287K +4,996 +53%
LWM
212
Lyell Wealth Management
California
$840K +$319K +5,555 +64%
AFM
213
Abbot Financial Management
Massachusetts
$827K +$8.62K +150 +1%
PP
214
Paloma Partners
Connecticut
$819K -$1.33M -23,206 -63%
IH
215
IFC Holdings
Florida
$790K -$345K -6,011 -31%
VAM
216
Visionary Asset Management
Texas
$790K +$16.7K +291 +2%
MIAN
217
Mariner Independent Advisor Network
Kansas
$788K +$770K +13,396 New
NAMP
218
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$783K
JIC
219
Joel Isaacson & Co
New York
$777K
JGUA
220
John G. Ullman & Associates
New York
$759K
M&T Bank
221
M&T Bank
New York
$758K -$260K -4,519 -26%
BC
222
Burleson & Co
California
$744K +$726K +12,635 New
AB
223
AT Bancorp
Iowa
$738K
NFG
224
Nations Financial Group
Iowa
$736K +$72K +1,254 +11%
Cerity Partners
225
Cerity Partners
New York
$729K -$44.8K -779 -6%

KRE Hedge Fund Activity: Q4 2017 in Review

409 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2017, worth a combined $3.5B — up 25% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new KRE positions and 36 closed out — a net gain of 77 holders — while 135 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $152M. The largest seller was JP Morgan Chase, cutting an estimated $135M.

  • 409 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $3.5B of State Street SPDR S&P Regional Banking ETF stock for Q4 2017, up 25% quarter-over-quarter.
  • 113 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2017 and 36 closed out, a net change of +77 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2017 was Goldman Sachs, an estimated $152M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2017 was JP Morgan Chase, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2017.