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State Street SPDR S&P Kensho New Economies Composite ETF

117 hedge funds and large institutions have $1.5B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $376K | Put options by funds: $188K

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

11% more capital invested

Capital invested by funds: $1.35B → $1.5B (+$146M)

0.88% more ownership

Funds ownership: 88.31%89.2% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 120117 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
43
Reduced
35
Closed
17
Calls
$376K
Puts
$188K
Net Calls
+$188K
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Stratos Investment Management
Ohio
$2.28M +$172K +4,049 +8%
ACS
27
Archford Capital Strategies
Illinois
$2.18M +$591K +13,868 +36%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.98M -$21.5K -505 -1%
SWA
29
Stratos Wealth Advisors
Ohio
$1.76M +$42.8K +1,005 +2%
PWM
30
Penobscot Wealth Management
Maine
$1.73M +$59.9K +1,407 +4%
GWM
31
Geneos Wealth Management
Colorado
$1.44M +$112K +2,629 +8%
AC
32
ASB Consultores
Florida
$1.37M
EL
33
Essex LLC
Illinois
$1.24M
UBS Group
34
UBS Group
Switzerland
$1.24M +$543K +12,740 +78%
BCM
35
Brookstone Capital Management
Illinois
$1.17M +$70.3K +1,650 +6%
TRCT
36
Tower Research Capital (TRC)
New York
$1.1M +$114K +2,676 +12%
AWS
37
Atria Wealth Solutions
New York
$963K +$229K +5,385 +31%
IWC
38
Integrated Wealth Concepts
Massachusetts
$910K -$528K -12,405 -37%
CWM
39
Catalyst Wealth Management
Georgia
$887K +$80.3K +1,884 +10%
WWA
40
WCG Wealth Advisors
Nevada
$850K
WIP
41
WealthCare Investment Partners
Rhode Island
$812K +$121K +2,837 +18%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$803K -$1.84M -43,281 -70%
SSWM
43
Sheets Smith Wealth Management
North Carolina
$733K -$193K -4,541 -21%
PA
44
PFG Advisors
Arizona
$715K +$35.6K +835 +5%
BCI
45
Brinker Capital Investments
Pennsylvania
$497K +$646K +15,169 +34%
OPS
46
Orion Portfolio Solutions
Nebraska
$497K +$2.28M +53,612 +803%
TIA
47
Traphagen Investment Advisors
New Jersey
$496K -$364K -8,536 -42%
SIAS
48
Summit Investment Advisory Services
Minnesota
$490K -$9.67K -227 -2%
CPA
49
Capital Planning Advisors
California
$487K -$85.2K -2,001 -15%
IWM
50
IHT Wealth Management
Illinois
$461K +$12.5K +293 +3%

KOMP Hedge Fund Activity: Q1 2023 in Review

117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q1 2023, worth a combined $1.5B — up 11% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOMP and 14 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 43 added.

The largest buyer was Financial Engines Advisors, adding an estimated $45.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.41M.

  • 117 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q1 2023, down from 120 in Q4 2022.
  • Funds reported $1.5B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q1 2023 and 17 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $45.9M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2023.