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State Street SPDR S&P Regional Banking ETF

430 hedge funds and large institutions have $4.69B invested in State Street SPDR S&P Regional Banking ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 168 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $2.62B | Put options by funds: $1.42B

25% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 134

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

4.87% more ownership

Funds ownership: 87.14%92.01% (+4.9%)

1% more capital invested

Capital invested by funds: $4.63B → $4.69B (+$55.9M)

1% less funds holding

Funds holding: 433430 (-3)

2% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 53

Holders
430
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
9.83%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.48%
New
52
Increased
168
Reduced
134
Closed
53
Calls
$2.62B
Puts
$1.42B
Net Calls
+$1.2B
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
201
Moors & Cabot
Massachusetts
$946K +$177K +2,840 +22%
Q
202
QVR
California
$932K +$14.6K +235 +2%
BCM
203
Brasada Capital Management
Texas
$926K +$37K +593 +4%
IFWM
204
Institute for Wealth Management
Colorado
$922K -$35.5K -570 -4%
SWM
205
SeaCrest Wealth Management
New York
$921K +$12K +193 +1%
NFG
206
Nations Financial Group
Iowa
$904K +$93.4K +1,498 +11%
MG
207
Mather Group
Illinois
$893K -$3.15M -50,540 -77%
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$887K +$9.79K +157 +1%
KA
209
Kovack Advisors
Florida
$869K +$586K +9,399 +180%
MOS
210
MGO One Seven
Ohio
$865K +$908K +14,565 New
VAM
211
Visionary Asset Management
Texas
$863K +$41.6K +667 +5%
M&T Bank
212
M&T Bank
New York
$845K +$79K +1,268 +10%
SPC
213
Sigma Planning Corp
Michigan
$842K -$25.8K -414 -3%
VC
214
Vicus Capital
Pennsylvania
$833K -$50.9K -817 -6%
SAM
215
Silphium Asset Management
United Kingdom
$832K -$62.3K -1,000 -7%
JG
216
Jefferies Group
New York
$831K -$256K -4,113 -23%
Northern Trust
217
Northern Trust
Illinois
$828K +$49.8K +799 +6%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$825K +$15.7K +252 +2%
BRWA
219
B. Riley Wealth Advisors
Florida
$810K -$16.8K -270 -2%
Citadel Advisors
220
Citadel Advisors
Florida
$809K -$29.3M -470,080 -97%
CIC
221
Carnegie Investment Counsel
Ohio
$793K -$274K -4,391 -23%
FHA
222
Flagship Harbor Advisors
Massachusetts
$793K +$557K +8,937 +197%
NAMP
223
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$790K
AWM
224
Aries Wealth Management
Maine
$786K
JIC
225
Joel Isaacson & Co
New York
$784K

KRE Hedge Fund Activity: Q3 2018 in Review

430 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2018, worth a combined $4.69B — up 1.2% from $4.63B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KRE and 52 opened new positions — a net loss of 1 holder — while 134 trimmed existing stakes and 168 added.

The largest buyer was Goldman Sachs, adding an estimated $270M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $302M.

  • 430 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2018, down from 433 in Q2 2018.
  • Funds reported $4.69B of State Street SPDR S&P Regional Banking ETF stock for Q3 2018, up 1.2% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2018 and 53 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2018 was Goldman Sachs, an estimated $270M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2018 was Varma Mutual Pension Insurance Co, an estimated $302M sold.

Based on aggregated 13F filings for Q3 2018.