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State Street SPDR S&P Kensho New Economies Composite ETF

166 hedge funds and large institutions have $1.65B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

50% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 36

22% more funds holding

Funds holding: 136166 (+30)

8% more capital invested

Capital invested by funds: $1.53B → $1.65B (+$120M)

5.14% more ownership

Funds ownership: 76.78%81.92% (+5.1%)

Holders
166
Holders Change
+30
Holders Change %
+22.06%
% of All Funds
2.55%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
46
Increased
54
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
Ategra Capital Management
Virginia
$548K +$245K +3,910 +73%
MSFS
77
Main Street Financial Solutions
Pennsylvania
$533K +$34.2K +546 +6%
Wells Fargo
78
Wells Fargo
California
$530K +$456K +7,284 +425%
CWM
79
Cabot Wealth Management
Massachusetts
$508K -$438 -7 -0.1%
BOM
80
Bank of Marin
California
$507K
HNWAG
81
High Net Worth Advisory Group
Florida
$477K +$507K +8,092 New
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$444K -$628K -10,024 -57%
MCC
83
Money Concepts Capital
Florida
$430K +$457K +7,300 New
SWM
84
Spire Wealth Management
Virginia
$421K +$266K +4,240 +147%
NA
85
NewEdge Advisors
Louisiana
$416K +$10.8K +172 +2%
WSWA
86
Warren Street Wealth Advisors
California
$411K +$437K +6,972 New
FPCP
87
Fort Point Capital Partners
California
$399K -$47.5K -759 -10%
Stifel Financial
88
Stifel Financial
Missouri
$397K -$445K -7,097 -51%
PA
89
Parallel Advisors
California
$361K +$244K +3,888 +174%
IWM
90
IHT Wealth Management
Illinois
$357K +$380K +6,061 New
Ameriprise
91
Ameriprise
Minnesota
$355K -$424K -6,762 -53%
OPS
92
Orion Portfolio Solutions
Nebraska
$351K -$4.57K -73 -1%
Goldman Sachs
93
Goldman Sachs
New York
$334K
SW
94
SVB Wealth
Massachusetts
$316K +$10.6K +170 +3%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$316K +$81K +1,293 +32%
WCA
96
Westover Capital Advisors
Delaware
$312K -$7.02K -112 -2%
DSC
97
Duncker Streett & Co
Missouri
$312K
CA
98
Cetera Advisors
Colorado
$283K -$3.32K -53 -1%
RIA
99
RPG Investment Advisory
California
$278K +$10K +160 +4%
AWA
100
ARQ Wealth Advisors
Arizona
$267K +$66K +1,054 +30%

KOMP Hedge Fund Activity: Q4 2021 in Review

166 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2021, worth a combined $1.65B — up 7.9% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new KOMP positions and 15 closed out — a net gain of 31 holders — while 54 added to existing stakes and 36 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $139M. The largest seller was Osaic Holdings, cutting an estimated $38.2M.

  • 166 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2021, up from 136 in Q3 2021.
  • Funds reported $1.65B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 46 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2021 and 15 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $139M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2021 was Osaic Holdings, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2021.