State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
131 hedge funds and large institutions have $1.27B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 13 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
3% more funds holding
Funds holding: 127 → 131 (+4)
2% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 41
3% less capital invested
Capital invested by funds: $1.31B → $1.27B (-$38.3M)
2.02% less ownership
Funds ownership: 86.11% → 84.09% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$9.63M |
| 2 |
Morgan Stanley
New York
|
+$6.12M |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$4.96M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$4.77M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.05M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$2.79M |
| 3 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$2.79M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.3M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.05M |
KOMP Hedge Fund Activity: Q3 2022 in Review
131 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q3 2022, worth a combined $1.27B — down 2.9% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new KOMP positions and 13 closed out — a net gain of 5 holders — while 42 added to existing stakes and 41 trimmed.
The largest buyer was Heartwood Wealth Advisors, adding an estimated $9.63M. The largest seller was LPL Financial, cutting an estimated $3.05M.
- 131 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q3 2022, up from 127 in Q2 2022.
- Funds reported $1.27B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q3 2022, down 2.9% quarter-over-quarter.
- 18 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q3 2022 and 13 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q3 2022 was Heartwood Wealth Advisors, an estimated $9.63M added.
- The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q3 2022 was LPL Financial, an estimated $3.05M sold.
Based on aggregated 13F filings for Q3 2022.