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State Street SPDR S&P Regional Banking ETF

416 hedge funds and large institutions have $4.08B invested in State Street SPDR S&P Regional Banking ETF in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 178 increasing their positions, 100 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 100

56% more call options, than puts

Call options by funds: $2.27B | Put options by funds: $1.45B

18% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 62

17% more capital invested

Capital invested by funds: $3.5B → $4.08B (+$584M)

2% more funds holding

Funds holding: 409416 (+7)

0.57% more ownership

Funds ownership: 79.58%80.15% (+0.57%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
416
Holders Change
+7
Holders Change %
+1.71%
% of All Funds
9.53%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.46%
New
73
Increased
178
Reduced
100
Closed
62
Calls
$2.27B
Puts
$1.45B
Net Calls
+$818M
Net Calls Change
+$883M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Cambridge Advisors
Nebraska
$918K +$50.9K +820 +6%
LCM
202
Leisure Capital Management
California
$911K -$366K -5,902 -28%
HPC
203
Hobart Private Capital
North Carolina
$895K +$226K +3,647 +33%
SWM
204
SeaCrest Wealth Management
New York
$881K -$124K -2,002 -12%
IAS
205
IMA Advisory Services
Colorado
$881K -$29.1K -469 -3%
BWL
206
Bogart Wealth LLC
Virginia
$864K +$877K +14,132 New
SPC
207
Sigma Planning Corp
Michigan
$858K +$246K +3,969 +39%
LPC
208
Loeb Partners Corp
New York
$846K -$621K -10,000 -42%
M&T Bank
209
M&T Bank
New York
$843K +$65.5K +1,055 +8%
BHB
210
Bank Hapoalim BM
Israel
$831K +$163K +2,618 +24%
Cetera Investment Advisers
211
Cetera Investment Advisers
Illinois
$820K +$108K +1,734 +15%
BHWM
212
Bar Harbor Wealth Management
New Hampshire
$819K +$128K +2,061 +18%
MIAN
213
Mariner Independent Advisor Network
Kansas
$813K +$5.15K +83 +0.6%
NAMP
214
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$803K
VAM
215
Visionary Asset Management
Texas
$797K -$9.81K -158 -1%
JIC
216
Joel Isaacson & Co
New York
$797K
NFG
217
Nations Financial Group
Iowa
$795K +$41K +661 +5%
JGUA
218
John G. Ullman & Associates
New York
$779K
WSCM
219
Wellington Shields Capital Management
New York
$769K +$407K +6,557 +106%
Two Sigma Investments
220
Two Sigma Investments
New York
$767K +$271K +4,360 +52%
BRWA
221
B. Riley Wealth Advisors
Florida
$761K +$241K +3,886 +45%
AB
222
AT Bancorp
Iowa
$758K
MOS
223
MGO One Seven
Ohio
$743K +$764K +12,310 New
PCG
224
Private Capital Group
Connecticut
$738K +$742K +11,956 +4,428%
BBPWM
225
Blue Bell Private Wealth Management
Pennsylvania
$735K

KRE Hedge Fund Activity: Q1 2018 in Review

416 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q1 2018, worth a combined $4.08B — up 17% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new KRE positions and 62 closed out — a net gain of 11 holders — while 178 added to existing stakes and 100 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $362M. The largest seller was Castle Hook Partners, exiting entirely with an estimated $92.1M sold.

  • 416 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q1 2018, up from 409 in Q4 2017.
  • Funds reported $4.08B of State Street SPDR S&P Regional Banking ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 73 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q1 2018 and 62 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q1 2018 was Varma Mutual Pension Insurance Co, an estimated $362M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q1 2018 was Castle Hook Partners, an estimated $92.1M sold.

Based on aggregated 13F filings for Q1 2018.