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SPDR S&P Kensho New Economies Composite ETF

119 hedge funds and large institutions have $1.49B invested in SPDR S&P Kensho New Economies Composite ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
39
Reduced
37
Closed
11
Calls
$12K
Puts
$40K
Net Calls
-$28K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$499K +$15.8K +399 +3%
CPA
52
Capital Planning Advisors
California
$451K
MFG
53
Merit Financial Group
Georgia
$420K -$636K -16,069 -60%
GFS
54
GYL Financial Synergies
Connecticut
$382K +$28.6K +721 +8%
PCIA
55
Prime Capital Investment Advisors
Kansas
$369K -$645K -16,297 -64%
ACM
56
Ategra Capital Management
Virginia
$336K +$40 +1 +0%
MF
57
Meridian Financial
Massachusetts
$320K -$673 -17 -0.2%
IF
58
Intrua Financial
Texas
$307K +$40 +1 +0%
RIA
59
RPG Investment Advisory
California
$278K
MSFS
60
Main Street Financial Solutions
Pennsylvania
$235K +$4K +101 +2%
CA
61
Cetera Advisors
Colorado
$221K
Fisher Asset Management
62
Fisher Asset Management
Washington
$219K +$219K +5,528 New
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$213K -$267K -6,732 -56%
PAG
64
Private Advisor Group
New Jersey
$205K -$29.1K -734 -12%
Citadel Advisors
65
Citadel Advisors
Florida
$199K +$199K +5,022 New
HWA
66
HHM Wealth Advisors
Tennessee
$193K -$42.4K -1,070 -18%
PA
67
Parallel Advisors
California
$172K -$23.3K -588 -12%
CFB
68
Cullen/Frost Bankers
Texas
$166K +$166K +4,194 New
IA
69
IFP Advisors
Florida
$158K +$119 +3 +0.1%
Comerica Bank
70
Comerica Bank
Texas
$147K +$147K +3,720 New
OIA
71
Optimum Investment Advisors
Illinois
$111K -$60.1K -1,517 -35%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$99.1K +$42.9K +1,083 +76%
DSC
73
Duncker Streett & Co
Missouri
$85.2K
FFA
74
Founders Financial Alliance
North Carolina
$83.7K
NA
75
NewEdge Advisors
Louisiana
$74.1K +$158 +4 +0.2%