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State Street SPDR S&P Kensho New Economies Composite ETF

136 hedge funds and large institutions have $1.53B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

12% more funds holding

Funds holding: 121136 (+15)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4.33% less ownership

Funds ownership: 81.11%76.78% (-4.3%)

11% less capital invested

Capital invested by funds: $1.72B → $1.53B (-$198M)

Holders
136
Holders Change
+15
Holders Change %
+12.4%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
52
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
76
Westover Capital Advisors
Delaware
$329K +$62.5K +985 +22%
ACM
77
Ategra Capital Management
Virginia
$328K +$2.98K +47 +0.9%
DSC
78
Duncker Streett & Co
Missouri
$323K
SW
79
SVB Wealth
Massachusetts
$316K -$47.6K -750 -13%
CA
80
Cetera Advisors
Colorado
$296K +$698 +11 +0.2%
GVAG
81
Great Valley Advisor Group
Delaware
$286K -$214K -3,376 -42%
VWA
82
Visionary Wealth Advisors
Illinois
$279K -$278K -4,382 -49%
RIA
83
RPG Investment Advisory
California
$278K +$54.6K +860 +23%
MFG
84
Merit Financial Group
Georgia
$276K
Creative Planning
85
Creative Planning
Kansas
$264K -$30.1K -474 -10%
MM
86
Main Management
California
$251K -$610K -9,621 -70%
GT
87
Glenview Trust
Kentucky
$247K
Baird Financial Group
88
Baird Financial Group
Wisconsin
$247K +$258K +4,059 New
BRWA
89
B. Riley Wealth Advisors
Florida
$244K +$253K +3,993 New
CIAS
90
CFS Investment Advisory Services
New Jersey
$222K +$231K +3,647 New
AWA
91
ARQ Wealth Advisors
Arizona
$212K +$221K +3,480 New
OAJ
92
Ogorek Anthony Joseph
New York
$200K
SWM
93
Spire Wealth Management
Virginia
$176K +$70.9K +1,117 +63%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$163K +$30.8K +486 +22%
GKWIM
95
Gerber Kawasaki Wealth & Investment Management
California
$155K -$120K -1,884 -42%
PA
96
Parallel Advisors
California
$136K +$73.5K +1,159 +108%
Wells Fargo
97
Wells Fargo
California
$104K +$56.5K +890 +108%
BWM
98
BerganKDV Wealth Management
Minnesota
$95K +$99.5K +1,568 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$88K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$86K +$6.66K +105 +8%

KOMP Hedge Fund Activity: Q3 2021 in Review

136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q3 2021, worth a combined $1.53B — down 11% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KOMP positions and 8 closed out — a net gain of 18 holders — while 52 added to existing stakes and 30 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $9.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.6M.

  • 136 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q3 2021, up from 121 in Q2 2021.
  • Funds reported $1.53B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q3 2021, down 11% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q3 2021 was Financial Engines Advisors, an estimated $9.8M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q3 2021 was Raymond James Financial Services Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2021.