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State Street SPDR S&P Kensho New Economies Composite ETF

117 hedge funds and large institutions have $1.5B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $376K | Put options by funds: $188K

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

11% more capital invested

Capital invested by funds: $1.35B → $1.5B (+$146M)

0.88% more ownership

Funds ownership: 88.31%89.2% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 120117 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
43
Reduced
35
Closed
17
Calls
$376K
Puts
$188K
Net Calls
+$188K
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$405K -$727K -17,069 -64%
Citadel Advisors
52
Citadel Advisors
Florida
$365K -$346K -8,113 -49%
ACM
53
Ategra Capital Management
Virginia
$362K -$33.7K -791 -9%
MF
54
Meridian Financial
Massachusetts
$346K +$8.61K +202 +3%
GFS
55
GYL Financial Synergies
Connecticut
$343K +$50.4K +1,183 +17%
CWM
56
Cabot Wealth Management
Massachusetts
$309K -$45.5K -1,069 -13%
AWA
57
ARQ Wealth Advisors
Arizona
$298K +$15.4K +362 +5%
IF
58
Intrua Financial
Texas
$298K -$130K -3,054 -29%
MSFS
59
Main Street Financial Solutions
Pennsylvania
$265K +$19K +445 +8%
AFM
60
Andesa Financial Management
Pennsylvania
$258K +$258K +6,050 +100%
HWA
61
HHM Wealth Advisors
Tennessee
$253K
CA
62
Cetera Advisors
Colorado
$238K +$2.6K +61 +1%
AT
63
American Trust
Kentucky
$228K +$234K +5,484 New
RIA
64
RPG Investment Advisory
California
$218K +$218K +5,107 New
SOS
65
Silver Oak Securities
Tennessee
$216K +$216K +5,070 New
PA
66
Parallel Advisors
California
$211K -$11.4K -267 -5%
OIA
67
Optimum Investment Advisors
Illinois
$203K -$38.3K -900 -16%
CWP
68
Concord Wealth Partners
Virginia
$153K -$1.02M -24,044 -87%
DSC
69
Duncker Streett & Co
Missouri
$91.8K
NA
70
NewEdge Advisors
Louisiana
$79.6K -$60.2K -1,413 -43%
CAL
71
Capital Advisors Ltd
Ohio
$68K -$71.6K -1,680 -51%
MWM
72
Mascoma Wealth Management
New Hampshire
$63.1K -$125K -2,946 -66%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$59.8K
IA
74
IFP Advisors
Florida
$58.5K +$72.8K +1,709 +642%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$55.1K +$54K +1,268 +5,513%

KOMP Hedge Fund Activity: Q1 2023 in Review

117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q1 2023, worth a combined $1.5B — up 11% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOMP and 14 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 43 added.

The largest buyer was Financial Engines Advisors, adding an estimated $45.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.41M.

  • 117 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q1 2023, down from 120 in Q4 2022.
  • Funds reported $1.5B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q1 2023 and 17 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $45.9M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2023.