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State Street SPDR S&P Kensho New Economies Composite ETF

120 hedge funds and large institutions have $1.35B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.27B → $1.35B (+$75.8M)

4.22% more ownership

Funds ownership: 84.09%88.31% (+4.2%)

8% less funds holding

Funds holding: 131120 (-11)

28% less call options, than puts

Call options by funds: $28K | Put options by funds: $39K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

45% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 53

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
29
Reduced
53
Closed
23
Calls
$28K
Puts
$39K
Net Calls
-$11K
Net Calls Change
-$486K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
76
Realta Investment Advisors
Delaware
$98.9K +$81 +2 +0.1%
DSC
77
Duncker Streett & Co
Missouri
$84.8K -$16.2K -400 -16%
NA
78
NewEdge Advisors
Louisiana
$55.9K -$621K -15,308 -82%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$55.2K
PTC
80
Private Trust Company
Ohio
$50K +$51.5K +1,270 New
KIA
81
Kraematon Investment Advisors
Massachusetts
$48.7K +$50.2K +1,236 New
SSB
82
Sandy Spring Bank
Maryland
$38.6K
Fidelity Investments
83
Fidelity Investments
Massachusetts
$37.1K +$3.65K +90 +11%
JP Morgan Chase
84
JP Morgan Chase
New York
$27K -$8.81K -217 -24%
AWM
85
Abound Wealth Management
Tennessee
$25.8K
AF
86
Allworth Financial
California
$22.4K +$852 +21 +4%
IGWM
87
ICA Group Wealth Management
Colorado
$18.6K +$19.1K +471 New
PB
88
Pinnacle Bancorp
Nebraska
$18K -$325 -8 -2%
RCM
89
Raleigh Capital Management
North Carolina
$17.6K +$18.1K +446 New
PGAM
90
Princeton Global Asset Management
New Jersey
$16K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$15K +$41 +1 +0.3%
TAM
92
Tucker Asset Management
Colorado
$14.5K -$203 -5 -1%
NSIM
93
North Star Investment Management
Illinois
$13.8K
NC
94
NewSquare Capital
Pennsylvania
$13.3K -$7.26K -179 -35%
CAL
95
Capital Analysts LLC
Pennsylvania
$12K -$54.8K -1,350 -82%
IA
96
IFP Advisors
Florida
$8K
EWM
97
Evermay Wealth Management
Virginia
$7.69K
KTC
98
Kistler-Tiffany Companies
Pennsylvania
$6.23K
BWM
99
Baystate Wealth Management
Massachusetts
$6K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$4.02K -$18.3K -452 -82%

KOMP Hedge Fund Activity: Q4 2022 in Review

120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2022, worth a combined $1.35B — up 6% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KOMP and 15 opened new positions — a net loss of 8 holders — while 53 trimmed existing stakes and 29 added.

The largest buyer was Financial Engines Advisors, adding an estimated $118M. The largest seller was OneDigital Investment Advisors, cutting an estimated $26.5M.

  • 120 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2022, down from 131 in Q3 2022.
  • Funds reported $1.35B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2022, up 6% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2022 and 23 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $118M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2022 was OneDigital Investment Advisors, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2022.