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State Street SPDR S&P Kensho New Economies Composite ETF

121 hedge funds and large institutions have $1.72B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

17% more funds holding

Funds holding: 103121 (+18)

3% more capital invested

Capital invested by funds: $1.67B → $1.72B (+$53.9M)

1.61% less ownership

Funds ownership: 82.72%81.11% (-1.6%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
121
Holders Change
+18
Holders Change %
+17.48%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
28
Increased
57
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
76
Westover Capital Advisors
Delaware
$296K +$80.9K +1,227 +38%
GT
77
Glenview Trust
Kentucky
$271K
RIA
78
RPG Investment Advisory
California
$248K +$28.6K +434 +13%
GIA
79
Gladstone Institutional Advisory
Florida
$224K +$221K +3,358 New
OAJ
80
Ogorek Anthony Joseph
New York
$220K
Citigroup
81
Citigroup
New York
$210K +$61.4K +932 +42%
MML Investors Services
82
MML Investors Services
Massachusetts
$206K -$36.7K -557 -15%
DAM
83
Derbend Asset Management
Georgia
$201K +$198K +3,007 New
LC
84
Lavaca Capital
Texas
$200K +$197K +2,994 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$146K +$59.7K +906 +71%
SWM
86
Spire Wealth Management
Virginia
$119K -$45.5K -690 -28%
HI
87
Harbour Investments
Wisconsin
$112K +$5.8K +88 +6%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$95K +$92.3K +1,400 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$87K -$10.2K -154 -11%
PA
90
Parallel Advisors
California
$72K +$65.9K +999 +1,281%
CAL
91
Capital Analysts LLC
Pennsylvania
$70K +$4.62K +70 +7%
Wells Fargo
92
Wells Fargo
California
$55K +$50.5K +766 +1,368%
MAM
93
Meeder Asset Management
Ohio
$35K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$33K
COCM
95
Charter Oak Capital Management
New Hampshire
$33K
EWM
96
Evermay Wealth Management
Virginia
$33K +$32.6K +495 New
RFA
97
Reilly Financial Advisors
California
$29K
PGAM
98
Princeton Global Asset Management
New Jersey
$27K
NSIM
99
North Star Investment Management
Illinois
$23K
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$23K +$23.1K +350 New

KOMP Hedge Fund Activity: Q2 2021 in Review

121 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q2 2021, worth a combined $1.72B — up 3.2% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KOMP positions and 10 closed out — a net gain of 18 holders — while 57 added to existing stakes and 19 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $54.3M. The largest seller was Horizon Investments, cutting an estimated $21.5M.

  • 121 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q2 2021, up from 103 in Q1 2021.
  • Funds reported $1.72B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q2 2021 and 10 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $54.3M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q2 2021 was Horizon Investments, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2021.