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State Street SPDR S&P Kensho New Economies Composite ETF

127 hedge funds and large institutions have $1.31B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 85.94%86.11% (+0.16%)

9% less funds holding

Funds holding: 139127 (-12)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

18% less capital invested

Capital invested by funds: $1.59B → $1.31B (-$282M)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
127
Holders Change
-12
Holders Change %
-8.63%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
17
Increased
38
Reduced
44
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
26
Towerpoint Wealth
California
$2.48M +$166K +3,696 +6%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$2.4M +$1.62M +35,950 +155%
GWM
28
Geneos Wealth Management
Colorado
$2.22M +$192K +4,274 +9%
FGG
29
Financial Guidance Group
Florida
$2.13M +$238K +5,300 +11%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.12M +$56K +1,244 +2%
APA
31
American Portfolios Advisors
New York
$2.09M +$25.1K +559 +1%
SCA
32
Stillwater Capital Advisors
Pennsylvania
$1.81M +$379K +8,414 +23%
ACS
33
Archford Capital Strategies
Illinois
$1.65M +$64K +1,423 +4%
BCI
34
Brinker Capital Investments
Pennsylvania
$1.59M -$153K -3,405 -8%
SIM
35
Stratos Investment Management
Ohio
$1.54M +$45.8K +1,019 +3%
SWA
36
Stratos Wealth Advisors
Ohio
$1.52M +$428K +9,517 +34%
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.34M +$12.8K +284 +0.9%
EL
38
Essex LLC
Illinois
$1.31M -$38.2K -850 -3%
AC
39
ASB Consultores
Florida
$1.3M +$1.44M +32,009 New
AFM
40
Andesa Financial Management
Pennsylvania
$1.24M -$1.03M -22,963 -43%
PA
41
PFG Advisors
Arizona
$1.2M +$278K +6,183 +26%
Ameriprise
42
Ameriprise
Minnesota
$1.2M -$503K -11,172 -27%
PWM
43
Penobscot Wealth Management
Maine
$1.17M +$1.3M +28,824 New
MWM
44
Mascoma Wealth Management
New Hampshire
$1.03M -$397K -8,818 -26%
WIP
45
WealthCare Investment Partners
Rhode Island
$957K -$15.1K -336 -1%
SSWM
46
Sheets Smith Wealth Management
North Carolina
$951K -$63.4K -1,410 -6%
UBS Group
47
UBS Group
Switzerland
$881K -$190K -4,221 -16%
WWA
48
WCG Wealth Advisors
Nevada
$807K +$895K +19,899 New
IFG
49
Independent Financial Group
California
$753K -$41.1K -913 -5%
PAG
50
Private Advisor Group
New Jersey
$737K -$49.4K -1,099 -6%

KOMP Hedge Fund Activity: Q2 2022 in Review

127 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q2 2022, worth a combined $1.31B — down 18% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of KOMP and 17 opened new positions — a net loss of 11 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Financial Engines Advisors, adding an estimated $104M. The largest seller was Capital Planning Advisors, cutting an estimated $27.1M.

  • 127 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q2 2022, down from 139 in Q1 2022.
  • Funds reported $1.31B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q2 2022 and 28 closed out, a net change of -11 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $104M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q2 2022 was Capital Planning Advisors, an estimated $27.1M sold.

Based on aggregated 13F filings for Q2 2022.