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State Street SPDR S&P Kensho New Economies Composite ETF

139 hedge funds and large institutions have $1.59B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

4.02% more ownership

Funds ownership: 81.92%85.94% (+4%)

3% less capital invested

Capital invested by funds: $1.65B → $1.59B (-$51.8M)

16% less funds holding

Funds holding: 166139 (-27)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

58% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 40

Holders
139
Holders Change
-27
Holders Change %
-16.27%
% of All Funds
2.19%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
17
Increased
50
Reduced
44
Closed
40
Calls
$639K
Puts
Net Calls
+$639K
Net Calls Change
+$639K
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
26
Lenox Wealth Advisors
New York
$2.81M +$940K +18,107 +47%
AFM
27
Andesa Financial Management
Pennsylvania
$2.79M -$690K -13,293 -20%
APA
28
American Portfolios Advisors
New York
$2.65M +$276K +5,309 +12%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.65M +$36K +693 +1%
GWM
30
Geneos Wealth Management
Colorado
$2.6M +$174K +3,352 +7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.47M +$103K +1,990 +4%
FGG
32
Financial Guidance Group
Florida
$2.45M +$2.45M +47,163 New
BCI
33
Brinker Capital Investments
Pennsylvania
$2.22M -$66.2K -1,275 -3%
Ameriprise
34
Ameriprise
Minnesota
$2.12M +$1.8M +34,596 +566%
ACS
35
Archford Capital Strategies
Illinois
$2.03M -$35K -675 -2%
SIM
36
Stratos Investment Management
Ohio
$1.92M -$170K -3,272 -8%
SCA
37
Stillwater Capital Advisors
Pennsylvania
$1.89M -$34.2K -658 -2%
MWM
38
Mascoma Wealth Management
New Hampshire
$1.78M -$522K -10,048 -23%
EL
39
Essex LLC
Illinois
$1.72M -$84.8K -1,634 -5%
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.71M +$274K +5,271 +19%
SWA
41
Stratos Wealth Advisors
Ohio
$1.46M -$1.31M -25,255 -47%
UBS Group
42
UBS Group
Switzerland
$1.35M -$189K -3,635 -12%
SSWM
43
Sheets Smith Wealth Management
North Carolina
$1.29M -$113K -2,184 -8%
GIA
44
Gladstone Institutional Advisory
Florida
$1.26M -$385K -7,408 -23%
WSTAM
45
Wilbanks Smith & Thomas Asset Management
Virginia
$1.24M -$2.6K -50 -0.2%
Creative Planning
46
Creative Planning
Kansas
$1.23M -$19.1M -366,949 -94%
NA
47
NewEdge Advisors
Louisiana
$1.22M +$854K +16,456 +233%
PA
48
PFG Advisors
Arizona
$1.22M +$731K +14,072 +150%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$1.2M +$279K +5,367 +30%
WIP
50
WealthCare Investment Partners
Rhode Island
$1.2M -$436K -8,390 -26%

KOMP Hedge Fund Activity: Q1 2022 in Review

139 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q1 2022, worth a combined $1.59B — down 3.1% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of KOMP and 17 opened new positions — a net loss of 23 holders — while 44 trimmed existing stakes and 50 added.

The largest buyer was Financial Engines Advisors, adding an estimated $172M. The largest seller was Bank of America, cutting an estimated $22.2M.

  • 139 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q1 2022, down from 166 in Q4 2021.
  • Funds reported $1.59B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q1 2022, down 3.1% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q1 2022 and 40 closed out, a net change of -23 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q1 2022 was Financial Engines Advisors, an estimated $172M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q1 2022 was Bank of America, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2022.