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State Street SPDR S&P Kensho New Economies Composite ETF

127 hedge funds and large institutions have $1.31B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 85.94%86.11% (+0.16%)

9% less funds holding

Funds holding: 139127 (-12)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

18% less capital invested

Capital invested by funds: $1.59B → $1.31B (-$282M)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
127
Holders Change
-12
Holders Change %
-8.63%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
17
Increased
38
Reduced
44
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$711K +$65K +1,445 +9%
Osaic Holdings
52
Osaic Holdings
Arizona
$689K +$35.7K +794 +5%
Creative Planning
53
Creative Planning
Kansas
$676K -$313K -6,957 -29%
BCM
54
Brookstone Capital Management
Illinois
$676K +$180K +4,003 +33%
NA
55
NewEdge Advisors
Louisiana
$626K -$364K -8,084 -34%
MFA
56
Mayflower Financial Advisors
Massachusetts
$606K -$22.5K -501 -3%
CPA
57
Capital Planning Advisors
California
$582K -$27.1M -602,535 -98%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$572K -$570K -12,663 -47%
MFG
59
Merit Financial Group
Georgia
$502K +$557K +12,391 New
UAS
60
United Asset Strategies
New York
$490K +$8.5K +189 +2%
SPIA
61
Steward Partners Investment Advisory
New York
$469K -$170K -3,784 -25%
1IA
62
1834 Investment Advisors
Wisconsin
$427K -$435K -9,664 -48%
Citadel Advisors
63
Citadel Advisors
Florida
$416K +$462K +10,263 New
IWM
64
IHT Wealth Management
Illinois
$402K +$67.8K +1,508 +18%
GRP
65
Global Retirement Partners
California
$395K +$106K +2,365 +32%
HWA
66
Heartwood Wealth Advisors
Virginia
$391K -$26.9K -598 -6%
SCM
67
SOL Capital Management
Maryland
$381K +$423K +9,395 New
ACM
68
Ategra Capital Management
Virginia
$377K
CWM
69
Cabot Wealth Management
Massachusetts
$362K -$13.5K -299 -3%
MF
70
Meridian Financial
Massachusetts
$360K -$15.7K -349 -4%
RC
71
RegentAtlantic Capital
New Jersey
$353K -$40.3K -895 -9%
MCC
72
Money Concepts Capital
Florida
$298K
OPS
73
Orion Portfolio Solutions
Nebraska
$285K +$98.5K +2,190 +45%
PA
74
Parallel Advisors
California
$266K -$53.8K -1,196 -15%
MSFS
75
Main Street Financial Solutions
Pennsylvania
$255K -$69.6K -1,548 -20%

KOMP Hedge Fund Activity: Q2 2022 in Review

127 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q2 2022, worth a combined $1.31B — down 18% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of KOMP and 17 opened new positions — a net loss of 11 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Financial Engines Advisors, adding an estimated $104M. The largest seller was Capital Planning Advisors, cutting an estimated $27.1M.

  • 127 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q2 2022, down from 139 in Q1 2022.
  • Funds reported $1.31B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q2 2022 and 28 closed out, a net change of -11 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $104M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q2 2022 was Capital Planning Advisors, an estimated $27.1M sold.

Based on aggregated 13F filings for Q2 2022.