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State Street SPDR S&P Kensho New Economies Composite ETF
KOMP

136 hedge funds and large institutions have $1.53B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

12% more funds holding

Funds holding: 121 → 136 (+15)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4.33% less ownership

Funds ownership: 81.11% → 76.78% (-4.3%)

11% less capital invested

Capital invested by funds: $1.72B → $1.53B (-$198M)

Holders
136
Holders Change
+15
Holders Change %
+12.4%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
52
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$9.8M
2
Morgan Stanley
Morgan Stanley
New York
+$4.89M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.22M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.18M
5
WANY
Wealthspire Advisors (New York)
New York
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$22.6M
2
BCI
Brinker Capital Investments
Pennsylvania
-$22.2M
3
Bank of America
Bank of America
North Carolina
-$7.51M
4
AWE
Avidian Wealth Enterprises
Texas
-$6.68M
5
LPL Financial
LPL Financial
California
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Mascoma Wealth Management
New Hampshire
$3.48M -$1.35M -21,236 -27%
TI
27
Tidal Investments
Wisconsin
$3.15M +$25.6K +403 +0.8%
TW
28
Towerpoint Wealth
California
$3.15M +$228K +3,588 +7%
HighTower Advisors
29
HighTower Advisors
Illinois
$3.08M +$111K +1,742 +4%
GWM
30
Geneos Wealth Management
Colorado
$2.84M +$31.1K +490 +1%
UFA
31
US Financial Advisors
Massachusetts
$2.61M +$95.8K +1,510 +4%
BCI
32
Brinker Capital Investments
Pennsylvania
$2.52M -$22.2M -350,642 -89%
1IA
33
1834 Investment Advisors
Wisconsin
$2.46M +$377K +5,946 +17%
ACS
34
Archford Capital Strategies
Illinois
$2.39M +$141K +2,221 +6%
APA
35
American Portfolios Advisors
New York
$2.36M -$234K -3,690 -9%
LWA
36
Lenox Wealth Advisors
New York
$2.33M -$123K -1,934 -5%
WANY
37
Wealthspire Advisors (New York)
New York
$2.33M +$2.43M +38,261 New
BWM
38
BCGM Wealth Management
Indiana
$2.3M +$49K +773 +2%
Mariner
39
Mariner
Kansas
$2.28M +$2.37M +37,428 New
SCA
40
Stillwater Capital Advisors
Pennsylvania
$2.21M +$302K +4,759 +15%
EL
41
Essex LLC
Illinois
$2.14M +$2.23M +35,080 New
UBS Group
42
UBS Group
Switzerland
$1.98M +$1.33M +21,016 +184%
BRWM
43
B. Riley Wealth Management
Tennessee
$1.98M +$70.4K +1,109 +4%
GIA
44
Gladstone Institutional Advisory
Florida
$1.67M +$1.53M +24,108 +718%
IWC
45
Integrated Wealth Concepts
Massachusetts
$1.63M +$175K +2,763 +12%
SSWM
46
Sheets Smith Wealth Management
North Carolina
$1.62M +$1.31M +20,698 +349%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.56M +$1.63M +25,624 New
CFA
48
Carroll Financial Associates
North Carolina
$1.53M +$47K +740 +3%
PIM
49
Penobscot Investment Management
Massachusetts
$1.38M -$16K -252 -1%
SIM
50
Stratos Investment Management
Ohio
$1.29M +$1.34M +21,139 New
1
2
3 4 5

KOMP Hedge Fund Activity: Q3 2021 in Review

136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q3 2021, worth a combined $1.53B — down 11% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KOMP positions and 8 closed out — a net gain of 18 holders — while 52 added to existing stakes and 30 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $9.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.6M.

  • 136 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q3 2021, up from 121 in Q2 2021.
  • Funds reported $1.53B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q3 2021, down 11% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q3 2021 was Financial Engines Advisors, an estimated $9.8M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q3 2021 was Raymond James Financial Services Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2021.