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State Street SPDR S&P Regional Banking ETF

447 hedge funds and large institutions have $3.19B invested in State Street SPDR S&P Regional Banking ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 114 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

6.28% more ownership

Funds ownership: 109.42%115.7% (+6.3%)

1% more funds holding

Funds holding: 444447 (+3)

4% less capital invested

Capital invested by funds: $3.3B → $3.19B (-$116M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 169

68% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $3.21B

Holders
447
Holders Change
+3
Holders Change %
+0.68%
% of All Funds
7.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
68
Increased
114
Reduced
169
Closed
57
Calls
$1.02B
Puts
$3.21B
Net Calls
-$2.18B
Net Calls Change
-$619M
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
201
IPG Investment Advisors
California
$552K
NFG
202
Nations Financial Group
Iowa
$548K -$63.1K -1,025 -10%
CIC
203
Carnegie Investment Counsel
Ohio
$548K +$103K +1,668 +22%
TFA
204
Toth Financial Advisory
Virginia
$544K
MCM
205
MAI Capital Management
Ohio
$538K -$93.6K -1,522 -14%
IF
206
Intrua Financial
Texas
$527K +$167K +2,712 +43%
VCM
207
Viewpoint Capital Management
Washington
$517K
CI
208
CX Institutional
Indiana
$514K -$431 -7 -0.1%
BBP
209
Banco BTG Pactual
Brazil
$509K +$534K +8,671 New
HG
210
Herbst Group
Connecticut
$503K -$22.8K -370 -4%
TCA
211
Transcend Capital Advisors
New Jersey
$498K +$522K +8,484 New
Prudential Financial
212
Prudential Financial
New Jersey
$496K +$520K +8,446 New
EIA
213
Eldridge Investment Advisors
New Hampshire
$485K
6F
214
626 Financial
Michigan
$484K -$401K -6,525 -44%
WCM
215
Washburn Capital Management
Florida
$482K -$392K -6,370 -44%
PWA
216
PCG Wealth Advisors
Kansas
$480K +$502K +8,166 New
GA
217
GFS Advisors
Texas
$473K -$16.3K -265 -3%
MRCM
218
M&R Capital Management
New Jersey
$472K
JWCA
219
J.W. Cole Advisors
Florida
$468K -$153K -2,488 -24%
BCV
220
Banque Cantonale Vaudoise
Switzerland
$456K +$1.23K +20 +0.3%
SWP
221
Stratos Wealth Partners
Ohio
$449K -$54.6K -887 -10%
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$448K -$91.1K -1,481 -16%
AL
223
Aspiriant LLC
California
$440K
G
224
GenTrust
Florida
$438K -$295K -4,788 -39%
FWIA
225
Fort Washington Investment Advisors
Ohio
$434K -$292K -4,750 -39%

KRE Hedge Fund Activity: Q4 2022 in Review

447 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Regional Banking ETF (KRE) for Q4 2022, worth a combined $3.19B — down 3.5% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new KRE positions and 57 closed out — a net gain of 11 holders — while 114 added to existing stakes and 169 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $126M. The largest seller was Bessemer Group, cutting an estimated $224M.

  • 447 institutional investors held State Street SPDR S&P Regional Banking ETF (KRE) as of Q4 2022, up from 444 in Q3 2022.
  • Funds reported $3.19B of State Street SPDR S&P Regional Banking ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 68 funds opened new State Street SPDR S&P Regional Banking ETF positions in Q4 2022 and 57 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Regional Banking ETF buyer in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $126M added.
  • The largest State Street SPDR S&P Regional Banking ETF seller in Q4 2022 was Bessemer Group, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2022.