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State Street SPDR S&P Kensho Clean Power ETF

80 hedge funds and large institutions have $66.6M invested in State Street SPDR S&P Kensho Clean Power ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

2% more capital invested

Capital invested by funds: $65.2M → $66.6M (+$1.36M)

0.5% more ownership

Funds ownership: 25.12%25.62% (+0.5%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

5% less funds holding

Funds holding: 8480 (-4)

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
30
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$92K -$22K -339 -21%
MWM
52
Mascoma Wealth Management
New Hampshire
$83.6K -$64.2K -988 -46%
HI
53
Harbour Investments
Wisconsin
$77.8K +$15.6K +240 +28%
C
54
Covestor
United Kingdom
$61K +$9.62K +148 +21%
JP Morgan Chase
55
JP Morgan Chase
New York
$53.4K +$38.9K +599 +413%
GWM
56
Geneos Wealth Management
Colorado
$39.5K -$6.5K -100 -15%
VAG
57
VisionPoint Advisory Group
Texas
$38.7K +$35.1K +540 New
AF
58
Advisornet Financial
Minnesota
$28.9K +$65 +1 +0.2%
EWM
59
EPG Wealth Management
Georgia
$25.6K
OIA
60
Optimum Investment Advisors
Illinois
$25.1K
NSIM
61
North Star Investment Management
Illinois
$24K
FCMT
62
Founders Capital Management (Texas)
Texas
$21.6K -$29.4K -452 -60%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$20.5K -$27.4K -421 -60%
IGWM
64
ICA Group Wealth Management
Colorado
$15.9K +$14.4K +222 New
MIA
65
Milestone Investment Advisors
Wisconsin
$12.6K +$65 +1 +0.6%
NS
66
NBC Securities
Alabama
$12K
PFM
67
Phillips Financial Management
Indiana
$9.47K
SSB
68
Sandy Spring Bank
Maryland
$8.97K
CJ
69
Caitlin John
Michigan
$8.61K +$7.8K +120 New
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$6.1K -$21.1K -325 -79%
PWMG
71
Private Wealth Management Group
New Jersey
$5.43K +$4.94K +76 New
PS
72
Principal Securities
Iowa
$5.09K +$4.61K +71 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$4.44K +$2.6K +40 +182%
IA
74
IFP Advisors
Florida
$3.95K +$3.57K +55 New
SPIA
75
Steward Partners Investment Advisory
New York
$3.95K +$3.57K +55 New

CNRG Hedge Fund Activity: Q4 2023 in Review

80 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Clean Power ETF (CNRG) for Q4 2023, worth a combined $66.6M — up 2.1% from $65.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CNRG and 11 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 30 added.

The largest buyer was Bank of America, adding an estimated $4.3M. The largest seller was Stonehearth Capital Management, exiting entirely with an estimated $3.89M sold.

  • 80 institutional investors held State Street SPDR S&P Kensho Clean Power ETF (CNRG) as of Q4 2023, down from 84 in Q3 2023.
  • Funds reported $66.6M of State Street SPDR S&P Kensho Clean Power ETF stock for Q4 2023, up 2.1% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Kensho Clean Power ETF positions in Q4 2023 and 12 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Kensho Clean Power ETF buyer in Q4 2023 was Bank of America, an estimated $4.3M added.
  • The largest State Street SPDR S&P Kensho Clean Power ETF seller in Q4 2023 was Stonehearth Capital Management, an estimated $3.89M sold.

Based on aggregated 13F filings for Q4 2023.