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SPDR S&P Kensho New Economies Composite ETF
KOMP

Overview Fund Activity

103 hedge funds and large institutions have $1.67B invested in SPDR S&P Kensho New Economies Composite ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+34
Holders Change %
+49.28%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
41
Increased
33
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Horizon Investments
North Carolina
$31.1M
2
Bank of America
Bank of America
North Carolina
$47.7M
3
CF
Corrigan Financial
Rhode Island
$15.3M
4
CWP
Concord Wealth Partners
Virginia
$13.5M
5
PS
Portfolio Strategies
New York
$12.4M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.18B
2
SMM
Stadion Money Management
Georgia
$0
3
SFP
Shepherd Financial Partners
Massachusetts
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$36.6M
5
CFA
Carroll Financial Associates
North Carolina
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
26
Stratos Wealth Advisors
Ohio
$4.14M +$3.02M +44,653 +271%
GLA
27
Good Life Advisors
Pennsylvania
$3.78M +$3.78M +55,842 New
FEM
28
Fulcrum Equity Management
Texas
$3.58M +$3.58M +52,876 New
TW
29
Towerpoint Wealth
California
$3.5M -$338K -4,993 -9%
PFA
30
Plotkin Financial Advisors
Maryland
$3.41M +$356K +5,263 +12%
Ameriprise
31
Ameriprise
Minnesota
$3.36M +$3.36M +49,871 New
APA
32
American Portfolios Advisors
New York
$3.03M +$2.71M +40,053 +841%
GWM
33
Geneos Wealth Management
Colorado
$2.97M -$36.6K -551 -1%
EDRH
34
Edmond de Rothschild Holding
Switzerland
$2.89M +$2.89M +42,645 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.72M -$217K -3,200 -7%
UFA
36
US Financial Advisors
Massachusetts
$2.65M +$2.65M +39,141 New
MHS
37
M Holdings Securities
Oregon
$2.2M +$2.2M +32,454 New
SCA
38
Stillwater Capital Advisors
Pennsylvania
$2.1M +$2.1M +30,952 New
CFA
39
Carroll Financial Associates
North Carolina
$1.73M -$3.34M -49,388 -66%
PIM
40
Penobscot Investment Management
Massachusetts
$1.39M +$1.39M +20,520 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.17M +$357K +5,270 +44%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.03M +$486K +7,177 +89%
BRWM
43
B. Riley Wealth Management
Tennessee
$1.02M +$1.02M +15,059 New
MM
44
Main Management
California
$929K +$929K +13,721 New
LWA
45
Lenox Wealth Advisors
New York
$827K +$827K +12,216 New
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$802K +$15.1K +223 +2%
BBVA
47
Banco Bilbao Vizcaya Argentaria
Spain
$760K +$760K +11,225 New
HWA
48
Heartwood Wealth Advisors
Virginia
$640K -$258K -3,816 -29%
BOM
49
Bank of Marin
California
$636K -$26K -383 -4%
OIA
50
Optimum Investment Advisors
Illinois
$609K +$149K +2,207 +33%
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