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State Street SPDR S&P Kensho New Economies Composite ETF

134 hedge funds and large institutions have $1.98B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 129134 (+5)

3% more capital invested

Capital invested by funds: $1.92B → $1.98B (+$61.5M)

0.63% more ownership

Funds ownership: 94.37%95% (+0.63%)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

75% less call options, than puts

Call options by funds: $5K | Put options by funds: $20K

Holders
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
40
Reduced
40
Closed
17
Calls
$5K
Puts
$20K
Net Calls
-$15K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
SOL Capital Management
Maryland
$2.05M -$299K -5,785 -13%
HFS
27
Hughes Financial Services
Virginia
$2.05M +$2.08M +40,332 New
LCM
28
Lunt Capital Management
Utah
$1.99M +$196K +3,799 +11%
AWM
29
Austin Wealth Management
Texas
$1.95M +$124K +2,406 +7%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.87M -$47.2K -915 -2%
OPS
31
Orion Portfolio Solutions
Nebraska
$1.87M -$47.2K -915 -2%
SWA
32
Stratos Wealth Advisors
Ohio
$1.83M -$1.63M -31,548 -47%
GWM
33
Geneos Wealth Management
Colorado
$1.83M +$161K +3,127 +10%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.77M +$1.8M +34,800 New
ATC
35
Advantage Trust Company
Kansas
$1.22M -$906K -17,545 -42%
AWM
36
Apollon Wealth Management
South Carolina
$1.1M -$127K -2,455 -10%
CMMS
37
Comprehensive Money Management Services
Florida
$1.03M +$1.04M +20,177 New
WIP
38
WealthCare Investment Partners
Rhode Island
$974K -$21K -407 -2%
Stifel Financial
39
Stifel Financial
Missouri
$972K +$188K +3,640 +24%
Jane Street
40
Jane Street
New York
$895K +$641K +12,413 +239%
Wells Fargo
41
Wells Fargo
California
$821K +$95.4K +1,848 +13%
Citadel Advisors
42
Citadel Advisors
Florida
$809K +$588K +11,386 +251%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$809K +$822K +15,915 New
PCIA
44
Prime Capital Investment Advisors
Kansas
$778K -$129K -2,495 -14%
SOS
45
Silver Oak Securities
Tennessee
$753K +$160K +3,092 +27%
SAM
46
Sherman Asset Management
California
$739K +$751K +14,547 New
SIAS
47
Summit Investment Advisory Services
Minnesota
$668K -$1.65K -32 -0.2%
EL
48
Essex LLC
Illinois
$605K -$162K -3,140 -21%
IWM
49
IHT Wealth Management
Illinois
$584K -$37K -716 -6%
SIM
50
Stratos Investment Management
Ohio
$547K -$330K -6,397 -37%

KOMP Hedge Fund Activity: Q4 2024 in Review

134 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2024, worth a combined $1.98B — up 3.2% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KOMP positions and 17 closed out — a net gain of 11 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.4M. The largest seller was Financial Engines Advisors, cutting an estimated $39.5M.

  • 134 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $1.98B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2024 and 17 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2024 was Morgan Stanley, an estimated $16.4M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2024 was Financial Engines Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2024.