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State Street SPDR S&P Kensho New Economies Composite ETF

166 hedge funds and large institutions have $1.65B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

50% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 36

22% more funds holding

Funds holding: 136166 (+30)

8% more capital invested

Capital invested by funds: $1.53B → $1.65B (+$120M)

5.14% more ownership

Funds ownership: 76.78%81.92% (+5.1%)

Holders
166
Holders Change
+30
Holders Change %
+22.06%
% of All Funds
2.55%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
46
Increased
54
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
51
Sheets Smith Wealth Management
North Carolina
$1.59M +$26.7K +426 +2%
WSTAM
52
Wilbanks Smith & Thomas Asset Management
Virginia
$1.58M +$1.08M +17,221 +179%
CFA
53
Carroll Financial Associates
North Carolina
$1.55M +$47.4K +757 +3%
IFG
54
Independent Financial Group
California
$1.33M +$1.41M +22,576 New
SWM
55
Silverlake Wealth Management
Vermont
$1.2M +$1.27M +20,273 New
1IA
56
1834 Investment Advisors
Wisconsin
$1.19M -$1.28M -20,385 -50%
Bank of Nova Scotia
57
Bank of Nova Scotia
Ontario, Canada
$1.18M +$205K +3,275 +20%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$1.17M +$873K +13,940 +240%
BBVA
59
Banco Bilbao Vizcaya Argentaria
Spain
$1.12M +$279K +4,460 +31%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$1.05M +$336K +5,368 +43%
SPIA
61
Steward Partners Investment Advisory
New York
$952K +$205K +3,265 +25%
Osaic Holdings
62
Osaic Holdings
Arizona
$947K -$38.2M -609,727 -97%
FFP
63
Forbes Financial Planning
Rhode Island
$875K +$927K +14,801 New
LRWA
64
Long Run Wealth Advisors
New York
$773K +$821K +13,106 New
PCIA
65
Prime Capital Investment Advisors
Kansas
$761K +$809K +12,917 New
MFA
66
Mayflower Financial Advisors
Massachusetts
$747K +$149K +2,385 +23%
PIM
67
Penobscot Investment Management
Massachusetts
$706K -$672K -10,732 -47%
CAC
68
Certified Advisory Corp
Florida
$659K +$701K +11,186 New
HWA
69
Heartwood Wealth Advisors
Virginia
$604K
TI
70
Tidal Investments
Wisconsin
$596K -$2.61M -41,696 -80%
OIA
71
Optimum Investment Advisors
Illinois
$580K
MFG
72
Merit Financial Group
Georgia
$572K +$324K +5,175 +114%
MF
73
Meridian Financial
Massachusetts
$568K +$604K +9,641 New
PA
74
PFG Advisors
Arizona
$554K +$239K +3,814 +68%
UAS
75
United Asset Strategies
New York
$548K +$67K +1,070 +13%

KOMP Hedge Fund Activity: Q4 2021 in Review

166 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2021, worth a combined $1.65B — up 7.9% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new KOMP positions and 15 closed out — a net gain of 31 holders — while 54 added to existing stakes and 36 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $139M. The largest seller was Osaic Holdings, cutting an estimated $38.2M.

  • 166 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2021, up from 136 in Q3 2021.
  • Funds reported $1.65B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 46 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2021 and 15 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $139M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2021 was Osaic Holdings, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2021.