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State Street SPDR S&P Kensho New Economies Composite ETF

121 hedge funds and large institutions have $1.72B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

17% more funds holding

Funds holding: 103121 (+18)

3% more capital invested

Capital invested by funds: $1.67B → $1.72B (+$53.9M)

1.61% less ownership

Funds ownership: 82.72%81.11% (-1.6%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
121
Holders Change
+18
Holders Change %
+17.48%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
28
Increased
57
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$765K +$295K +4,474 +64%
Stifel Financial
52
Stifel Financial
Missouri
$668K +$170K +2,579 +35%
HWA
53
Heartwood Wealth Advisors
Virginia
$632K
OIA
54
Optimum Investment Advisors
Illinois
$606K +$4.22K +64 +0.7%
VWA
55
Visionary Wealth Advisors
Illinois
$600K +$205K +3,113 +53%
CWM
56
Cabot Wealth Management
Massachusetts
$576K +$108K +1,641 +24%
BOM
57
Bank of Marin
California
$571K -$55.7K -845 -9%
SPIA
58
Steward Partners Investment Advisory
New York
$552K +$29.9K +454 +6%
GVAG
59
Great Valley Advisor Group
Delaware
$540K +$144K +2,187 +37%
MSFS
60
Main Street Financial Solutions
Pennsylvania
$531K +$17.8K +270 +4%
NA
61
NewEdge Advisors
Louisiana
$528K -$3.84M -58,210 -88%
SFG
62
SNS Financial Group
Minnesota
$514K +$260K +3,945 +105%
SFSIG
63
San Francisco Sentry Investment Group
California
$508K +$16.2K +245 +3%
UAS
64
United Asset Strategies
New York
$507K +$500K +7,590 New
OMC
65
Old Mission Capital
Illinois
$441K +$435K +6,597 New
SSWM
66
Sheets Smith Wealth Management
North Carolina
$397K +$154K +2,332 +65%
SW
67
SVB Wealth
Massachusetts
$397K +$392K +5,940 New
OPS
68
Orion Portfolio Solutions
Nebraska
$383K +$104K +1,575 +38%
Goldman Sachs
69
Goldman Sachs
New York
$379K
ACM
70
Ategra Capital Management
Virginia
$357K +$352K +5,338 New
DSC
71
Duncker Streett & Co
Missouri
$354K +$349K +5,300 New
CA
72
Cetera Advisors
Colorado
$324K +$320K +4,847 New
Creative Planning
73
Creative Planning
Kansas
$322K +$317K +4,815 New
MFG
74
Merit Financial Group
Georgia
$303K +$299K +4,532 New
GKWIM
75
Gerber Kawasaki Wealth & Investment Management
California
$296K -$68.5K -1,039 -19%

KOMP Hedge Fund Activity: Q2 2021 in Review

121 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q2 2021, worth a combined $1.72B — up 3.2% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KOMP positions and 10 closed out — a net gain of 18 holders — while 57 added to existing stakes and 19 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $54.3M. The largest seller was Horizon Investments, cutting an estimated $21.5M.

  • 121 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q2 2021, up from 103 in Q1 2021.
  • Funds reported $1.72B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q2 2021 and 10 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $54.3M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q2 2021 was Horizon Investments, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2021.