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State Street SPDR S&P Kensho New Economies Composite ETF

128 hedge funds and large institutions have $1.77B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $19K | Put options by funds: $5K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $1.49B → $1.77B (+$287M)

8% more funds holding

Funds holding: 119128 (+9)

1.67% more ownership

Funds ownership: 91.35%93.02% (+1.7%)

36% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 47

Holders
128
Holders Change
+9
Holders Change %
+7.56%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
30
Reduced
47
Closed
11
Calls
$19K
Puts
$5K
Net Calls
+$14K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
76
Cullen/Frost Bankers
Texas
$83.7K -$98.6K -2,402 -57%
CWP
77
Concord Wealth Partners
Virginia
$81.2K +$14K +340 +24%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$77.9K +$9.69K +236 +17%
CAL
79
Capital Advisors Ltd
Ohio
$65K
DSC
80
Duncker Streett & Co
Missouri
$63K -$32.8K -800 -37%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$49.1K +$28.1K +685 +187%
SSB
82
Sandy Spring Bank
Maryland
$45.8K
CIR
83
Clear Investment Research
Georgia
$31.8K +$27.9K +680 New
CIAS
84
Capital Investment Advisory Services
North Carolina
$26.7K +$23.4K +571 New
AF
85
Allworth Financial
California
$25.5K
PB
86
Pinnacle Bancorp
Nebraska
$23.8K
CAL
87
Capital Analysts LLC
Pennsylvania
$23K
IGWM
88
ICA Group Wealth Management
Colorado
$20.4K +$17.9K +437 New
NFA
89
Northwest Financial Advisors
Virginia
$20.1K +$17.6K +430 New
PGAM
90
Princeton Global Asset Management
New Jersey
$18.7K
NSIM
91
North Star Investment Management
Illinois
$16.3K
CMP
92
Coston McIsaac & Partners
Maine
$16K
SWM
93
Spire Wealth Management
Virginia
$16K
MWM
94
Mascoma Wealth Management
New Hampshire
$15.7K -$3K -73 -18%
TAM
95
Tucker Asset Management
Colorado
$14.1K -$1.72K -42 -12%
SPIA
96
Steward Partners Investment Advisory
New York
$13.1K
ACA
97
Aptus Capital Advisors
Alabama
$13.1K -$13.8K -336 -55%
GWANC
98
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.1K +$11.5K +280 New
NCM
99
Northwest Capital Management
Oregon
$11.2K +$9.81K +239 New
OSNBOA
100
Old Second National Bank of Aurora
Illinois
$9.43K

KOMP Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2023, worth a combined $1.77B — up 19% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KOMP positions and 11 closed out — a net gain of 9 holders — while 30 added to existing stakes and 47 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $27.3M. The largest seller was Heartwood Wealth Advisors, exiting entirely with an estimated $11.4M sold.

  • 128 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2023, up from 119 in Q3 2023.
  • Funds reported $1.77B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2023 and 11 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2023 was Financial Engines Advisors, an estimated $27.3M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2023 was Heartwood Wealth Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2023.