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State Street SPDR S&P Kensho New Economies Composite ETF

134 hedge funds and large institutions have $1.98B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 129134 (+5)

3% more capital invested

Capital invested by funds: $1.92B → $1.98B (+$61.5M)

0.63% more ownership

Funds ownership: 94.37%95% (+0.63%)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

75% less call options, than puts

Call options by funds: $5K | Put options by funds: $20K

Holders
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
40
Reduced
40
Closed
17
Calls
$5K
Puts
$20K
Net Calls
-$15K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$537K -$28.2K -546 -5%
Creative Planning
52
Creative Planning
Kansas
$533K +$541K +10,485 New
CPA
53
Capital Planning Advisors
California
$484K -$99.6K -1,930 -17%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$480K -$65.3K -1,264 -12%
RIA
55
RPG Investment Advisory
California
$476K +$28.3K +549 +6%
OFG
56
Opulen Financial Group
Virginia
$444K +$451K +8,734 New
GS
57
GTS Securities
New York
$437K +$444K +8,595 New
SSWM
58
Sheets Smith Wealth Management
North Carolina
$395K -$42.7K -828 -10%
Osaic Holdings
59
Osaic Holdings
Arizona
$375K -$15.6K -302 -4%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$347K +$40.2K +778 +13%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$340K +$345K +6,680 New
TSS
62
Two Sigma Securities
New York
$332K +$337K +6,537 New
MF
63
Meridian Financial
Massachusetts
$328K -$7.74K -150 -2%
LIA
64
Lynx Investment Advisory
District of Columbia
$315K +$1.14K +22 +0.4%
BCM
65
Brookstone Capital Management
Illinois
$307K +$11K +214 +4%
IWC
66
Integrated Wealth Concepts
Massachusetts
$297K +$361 +7 +0.1%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$297K -$265K -5,126 -47%
BFG
68
Berger Financial Group
Minnesota
$285K -$28.3K -548 -9%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$255K -$5.16K -100 -2%
SA
70
Sanctuary Advisors
Indiana
$234K +$12K +232 +6%
Fisher Asset Management
71
Fisher Asset Management
Washington
$223K +$227K +4,389 New
FOR
72
Family Office Research
Maryland
$220K +$223K +4,320 New
RFP
73
Root Financial Partners
California
$211K +$215K +4,155 New
QCM
74
Quantinno Capital Management
New York
$211K
TRCT
75
Tower Research Capital (TRC)
New York
$210K +$201K +3,887 +1,561%

KOMP Hedge Fund Activity: Q4 2024 in Review

134 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2024, worth a combined $1.98B — up 3.2% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KOMP positions and 17 closed out — a net gain of 11 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.4M. The largest seller was Financial Engines Advisors, cutting an estimated $39.5M.

  • 134 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $1.98B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2024 and 17 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2024 was Morgan Stanley, an estimated $16.4M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2024 was Financial Engines Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2024.