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State Street SPDR S&P Kensho New Economies Composite ETF

114 hedge funds and large institutions have $1.64B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

786% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $138K

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

9% more capital invested

Capital invested by funds: $1.5B → $1.64B (+$142M)

1.22% more ownership

Funds ownership: 89.2%90.42% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 117114 (-3)

Holders
114
Holders Change
-3
Holders Change %
-2.56%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
42
Reduced
30
Closed
12
Calls
$1.22M
Puts
$138K
Net Calls
+$1.08M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$2.46M -$203K -4,831 -8%
SWA
27
Stratos Wealth Advisors
Ohio
$2.21M +$344K +8,188 +20%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.08M +$9.03K +215 +0.5%
OIA
29
OneDigital Investment Advisors
Kansas
$2.05M -$758K -18,055 -28%
PWM
30
Penobscot Wealth Management
Maine
$1.86M +$50.1K +1,193 +3%
GWM
31
Geneos Wealth Management
Colorado
$1.51M +$3.53K +84 +0.2%
AC
32
ASB Consultores
Florida
$1.43M
AWS
33
Atria Wealth Solutions
New York
$1.31M +$289K +6,895 +31%
BCM
34
Brookstone Capital Management
Illinois
$1.28M +$40.8K +972 +4%
LCM
35
Lunt Capital Management
Utah
$1.25M +$1.17M +27,921 New
WANY
36
Wealthspire Advisors (New York)
New York
$1.2M -$1.31M -31,159 -54%
MFG
37
Merit Financial Group
Georgia
$1.19M -$1.19M -28,287 -51%
EL
38
Essex LLC
Illinois
$1.18M -$211K -5,015 -16%
PCIA
39
Prime Capital Investment Advisors
Kansas
$1.14M +$1.08M +25,615 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.03M +$74.8K +1,781 +8%
SW
41
SteelPeak Wealth
California
$1.03M +$966K +23,000 New
WWA
42
WCG Wealth Advisors
Nevada
$887K
AWM
43
Apollon Wealth Management
South Carolina
$864K +$814K +19,382 New
WIP
44
WealthCare Investment Partners
Rhode Island
$828K -$24.2K -577 -3%
SSWM
45
Sheets Smith Wealth Management
North Carolina
$776K +$9.7K +231 +1%
UBS Group
46
UBS Group
Switzerland
$667K -$590K -14,056 -48%
PA
47
PFG Advisors
Arizona
$651K -$90.4K -2,153 -13%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$625K -$202K -4,804 -26%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$612K -$8.55M -203,566 -94%
IWM
50
IHT Wealth Management
Illinois
$544K +$58.9K +1,404 +13%

KOMP Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q2 2023, worth a combined $1.64B — up 9.5% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of KOMP and 11 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 42 added.

The largest buyer was Financial Engines Advisors, adding an estimated $54.3M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.55M.

  • 114 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q2 2023, down from 117 in Q1 2023.
  • Funds reported $1.64B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q2 2023, up 9.5% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q2 2023 and 12 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q2 2023 was Financial Engines Advisors, an estimated $54.3M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q2 2023 was Raymond James Financial Services Advisors, an estimated $8.55M sold.

Based on aggregated 13F filings for Q2 2023.