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State Street SPDR S&P Regional Banking ETF

441 hedge funds and large institutions have $5.37B invested in State Street SPDR S&P Regional Banking ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 144 increasing their positions, 137 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.36% more ownership

Funds ownership: 99.36%111.72% (+12%)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 137

5% more capital invested

Capital invested by funds: $5.12B → $5.37B (+$245M)

1% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 67

2% less funds holding

Funds holding: 448441 (-7)

44% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $2.6B

Holders
441
Holders Change
-7
Holders Change %
-1.56%
% of All Funds
7.72%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
66
Increased
144
Reduced
137
Closed
67
Calls
$1.46B
Puts
$2.6B
Net Calls
-$1.13B
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
201
Ategra Capital Management
Virginia
$830K +$90.6K +1,409 +13%
VWM
202
Vigilare Wealth Management
Arizona
$829K +$356K +5,544 +83%
PAG
203
Private Advisory Group
Washington
$823K -$267K -4,151 -25%
CAIMH
204
Central Asset Investments & Management Holdings
Hong Kong
$813K +$772K +12,000 New
PP
205
Patron Partners
Texas
$797K +$38.8K +604 +5%
TCWM
206
Total Clarity Wealth Management
Illinois
$785K -$65.1K -1,013 -8%
FA
207
FDx Advisors
Illinois
$764K +$139K +2,167 +24%
BAM
208
Belpointe Asset Management
Nevada
$758K -$113K -1,752 -14%
EIA
209
Eldridge Investment Advisors
New Hampshire
$755K +$191K +2,970 +36%
EH
210
Equitable Holdings
New York
$733K -$256K -3,981 -27%
WCM
211
WealthBridge Capital Management
Ohio
$716K -$128K -1,994 -16%
KFGK
212
Keystone Financial Group (Kentucky)
Kentucky
$712K +$10.6K +165 +2%
CIC
213
Carnegie Investment Counsel
Ohio
$698K -$56.6K -880 -8%
VWM
214
Venturi Wealth Management
Texas
$693K
AAP
215
Ardsley Advisory Partners
Connecticut
$679K +$643K +10,000 New
CWM
216
CIBC World Markets
New York
$678K +$643K +10,000 New
FIA
217
FNY Investment Advisers
New York
$677K +$643K +10,000 New
MTIM
218
Marathon Trading Investment Management
Pennsylvania
$671K +$637K +9,900 New
NA
219
NewEdge Advisors
Louisiana
$670K -$370K -5,757 -37%
IC
220
IEQ Capital
California
$667K -$308K -4,784 -33%
M&T Bank
221
M&T Bank
New York
$667K -$53.7K -835 -8%
IFWM
222
Institute for Wealth Management
Colorado
$667K +$2.31K +36 +0.4%
WCA
223
Windsor Creek Advisors
Vermont
$664K +$1.09K +17 +0.2%
LG
224
Leuthold Group
Minnesota
$652K +$1.93K +30 +0.3%
PCM
225
Pennsylvania Capital Management
Pennsylvania
$651K

KRE Hedge Fund Activity: Q3 2021 in Review

441 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q3 2021, worth a combined $5.37B — up 4.8% from $5.12B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of KRE and 66 opened new positions — a net loss of 1 holder — while 137 trimmed existing stakes and 144 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $209M. The largest seller was Neuberger Berman Group, cutting an estimated $159M.

  • 441 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q3 2021, down from 448 in Q2 2021.
  • Funds reported $5.37B of State Street SPDR S&P Regional Banking ETF stock for Q3 2021, up 4.8% quarter-over-quarter.
  • 66 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q3 2021 and 67 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q3 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $209M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q3 2021 was Neuberger Berman Group, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2021.