State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
103 hedge funds and large institutions have $1.67B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 7 closing their positions.
486% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 7
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
74% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 19
49% more funds holding
Funds holding: 69 → 103 (+34)
6% more capital invested
Capital invested by funds: $1.58B → $1.67B (+$87.3M)
4.91% less ownership
Funds ownership: 87.63% → 82.72% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$31.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$26.5M |
| 3 |
CF
Corrigan Financial
Middletown,
Rhode Island
|
+$15.3M |
| 4 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$13.4M |
| 5 |
PS
Portfolio Strategies
Monsey,
New York
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$269M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$101M |
| 3 |
SFP
Shepherd Financial Partners
Winchester,
Massachusetts
|
-$4.59M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.98M |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$3.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
101
Macroview Investment Management
Bethesda,
Maryland
| $2K | +$2.44K | +36 | New |
|
|
NFG
102
Next Financial Group
Houston,
Texas
| $1K | +$1.02K | +15 | New |
|
|
SMM
103
Stadion Money Management
Watkinsville,
Georgia
| – | -$101M | -1,759,178 | Closed |
|
|
SFP
104
Shepherd Financial Partners
Winchester,
Massachusetts
| – | -$4.59M | -79,796 | Closed |
|
105
Jane Street
New York
| – | -$2.63M | -45,674 | Closed |
|
|
CAN
106
Cetera Advisor Networks
El Segundo,
California
| – | -$1.21M | -20,970 | Closed |
|
107
Millennium Management
New York
| – | -$403K | -7,000 | Closed |
|
|
FHA
108
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$241K | -4,179 | Closed |
|
|
BC
109
Barnett & Company
Chattanooga,
Tennessee
| – | -$23K | -400 | Closed |
|
|
GAM
110
Gemmer Asset Management
Walnut Creek,
California
| – | +$406 | +6 | New |
|
KOMP Hedge Fund Activity: Q1 2021 in Review
103 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q1 2021, worth a combined $1.67B — up 5.5% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new KOMP positions and 7 closed out — a net gain of 34 holders — while 33 added to existing stakes and 19 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $31.1M. The largest seller was Financial Engines Advisors, cutting an estimated $269M.
- 103 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q1 2021, up from 69 in Q4 2020.
- Funds reported $1.67B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q1 2021, up 5.5% quarter-over-quarter.
- 41 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q1 2021 and 7 closed out, a net change of +34 holders.
- The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q1 2021 was Horizon Investments, an estimated $31.1M added.
- The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $269M sold.
Based on aggregated 13F filings for Q1 2021.