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State Street SPDR S&P Kensho New Economies Composite ETF

120 hedge funds and large institutions have $1.35B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.27B → $1.35B (+$75.8M)

4.22% more ownership

Funds ownership: 84.09%88.31% (+4.2%)

8% less funds holding

Funds holding: 131120 (-11)

28% less call options, than puts

Call options by funds: $28K | Put options by funds: $39K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

45% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 53

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
29
Reduced
53
Closed
23
Calls
$28K
Puts
$39K
Net Calls
-$11K
Net Calls Change
-$486K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.09M +$1.53M +37,745 +246%
SIM
27
Stratos Investment Management
Ohio
$1.94M +$280K +6,911 +16%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.85M -$315K -7,766 -14%
BCI
29
Brinker Capital Investments
Pennsylvania
$1.78M -$220K -5,421 -11%
SWA
30
Stratos Wealth Advisors
Ohio
$1.59M -$92.6K -2,281 -5%
PWM
31
Penobscot Wealth Management
Maine
$1.54M +$266K +6,567 +20%
ACS
32
Archford Capital Strategies
Illinois
$1.54M -$79.3K -1,955 -5%
IWC
33
Integrated Wealth Concepts
Massachusetts
$1.33M +$80.2K +1,977 +6%
AC
34
ASB Consultores
Florida
$1.26M
FGG
35
Financial Guidance Group
Florida
$1.25M -$1.02M -25,049 -44%
EL
36
Essex LLC
Illinois
$1.24M -$110K -2,714 -8%
GWM
37
Geneos Wealth Management
Colorado
$1.23M +$40.9K +1,009 +3%
CWP
38
Concord Wealth Partners
Virginia
$1.09M -$4.05M -99,761 -78%
BCM
39
Brookstone Capital Management
Illinois
$1.05M +$395K +9,735 +60%
Ameriprise
40
Ameriprise
Minnesota
$1.05M -$161K -3,977 -13%
Jane Street
41
Jane Street
New York
$964K +$742K +18,297 +297%
TRCT
42
Tower Research Capital (TRC)
New York
$907K -$354K -8,727 -27%
SSWM
43
Sheets Smith Wealth Management
North Carolina
$856K +$33.3K +820 +4%
TIA
44
Traphagen Investment Advisors
New Jersey
$794K +$818K +20,149 New
WWA
45
WCG Wealth Advisors
Nevada
$784K
CWM
46
Catalyst Wealth Management
Georgia
$744K +$766K +18,879 New
AWS
47
Atria Wealth Solutions
New York
$676K +$4.54K +112 +0.7%
Citadel Advisors
48
Citadel Advisors
Florida
$657K +$424K +10,438 +168%
UBS Group
49
UBS Group
Switzerland
$642K -$121K -2,993 -16%
WIP
50
WealthCare Investment Partners
Rhode Island
$638K -$265K -6,522 -29%

KOMP Hedge Fund Activity: Q4 2022 in Review

120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2022, worth a combined $1.35B — up 6% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KOMP and 15 opened new positions — a net loss of 8 holders — while 53 trimmed existing stakes and 29 added.

The largest buyer was Financial Engines Advisors, adding an estimated $118M. The largest seller was OneDigital Investment Advisors, cutting an estimated $26.5M.

  • 120 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2022, down from 131 in Q3 2022.
  • Funds reported $1.35B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2022, up 6% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2022 and 23 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $118M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2022 was OneDigital Investment Advisors, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2022.