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State Street SPDR S&P Kensho New Economies Composite ETF

128 hedge funds and large institutions have $1.77B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $19K | Put options by funds: $5K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $1.49B → $1.77B (+$287M)

8% more funds holding

Funds holding: 119128 (+9)

1.67% more ownership

Funds ownership: 91.35%93.02% (+1.7%)

36% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 47

Holders
128
Holders Change
+9
Holders Change %
+7.56%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
30
Reduced
47
Closed
11
Calls
$19K
Puts
$5K
Net Calls
+$14K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Stratos Investment Management
Ohio
$2.06M -$551K -13,425 -23%
PWM
27
Penobscot Wealth Management
Maine
$1.98M -$54.7K -1,334 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.78M -$303K -7,381 -16%
AWM
29
Austin Wealth Management
Texas
$1.57M -$174K -4,242 -11%
GWM
30
Geneos Wealth Management
Colorado
$1.57M -$17.6K -429 -1%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.54M +$184K +4,494 +16%
BCM
32
Brookstone Capital Management
Illinois
$1.41M +$21.2K +516 +2%
LCM
33
Lunt Capital Management
Utah
$1.3M -$10.5K -256 -0.9%
WANY
34
Wealthspire Advisors (New York)
New York
$1.23M +$5.17K +126 +0.5%
UBS Group
35
UBS Group
Switzerland
$1.14M +$341K +8,307 +52%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.08M -$12.1K -294 -1%
AWM
37
Apollon Wealth Management
South Carolina
$1.03M +$69.5K +1,693 +8%
Ameriprise
38
Ameriprise
Minnesota
$988K +$350K +8,519 +67%
EL
39
Essex LLC
Illinois
$887K -$99K -2,413 -11%
WIP
40
WealthCare Investment Partners
Rhode Island
$873K +$13.1K +318 +2%
Wells Fargo
41
Wells Fargo
California
$836K -$2.01M -49,026 -73%
OIA
42
OneDigital Investment Advisors
Kansas
$782K -$909K -22,154 -57%
SSWM
43
Sheets Smith Wealth Management
North Carolina
$779K -$19.2K -469 -3%
Citadel Advisors
44
Citadel Advisors
Florida
$730K +$436K +10,616 +211%
PA
45
PFG Advisors
Arizona
$681K -$19.7K -481 -3%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$644K +$20.9K +510 +4%
SIAS
47
Summit Investment Advisory Services
Minnesota
$607K +$1.19K +29 +0.2%
SA
48
Strategic Advocates
Utah
$579K +$508K +12,391 New
IWM
49
IHT Wealth Management
Illinois
$577K -$10.3K -250 -2%
CPA
50
Capital Planning Advisors
California
$547K +$13.5K +328 +3%

KOMP Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2023, worth a combined $1.77B — up 19% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KOMP positions and 11 closed out — a net gain of 9 holders — while 30 added to existing stakes and 47 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $27.3M. The largest seller was Heartwood Wealth Advisors, exiting entirely with an estimated $11.4M sold.

  • 128 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2023, up from 119 in Q3 2023.
  • Funds reported $1.77B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2023 and 11 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2023 was Financial Engines Advisors, an estimated $27.3M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2023 was Heartwood Wealth Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2023.