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State Street SPDR S&P Kensho New Economies Composite ETF

117 hedge funds and large institutions have $1.5B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $376K | Put options by funds: $188K

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

11% more capital invested

Capital invested by funds: $1.35B → $1.5B (+$146M)

0.88% more ownership

Funds ownership: 88.31%89.2% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 120117 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
43
Reduced
35
Closed
17
Calls
$376K
Puts
$188K
Net Calls
+$188K
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
101
Phillips Financial Management
Indiana
$2.95K
AIC
102
Archer Investment Corporation
Indiana
$2.86K +$2.85K +67 New
EWA
103
EverSource Wealth Advisors
Alabama
$2.83K +$2.81K +66 New
MRCM
104
M&R Capital Management
New Jersey
$2.6K
AAS
105
Ameritas Advisory Services
Nebraska
$2.11K +$2.13K +50 New
GRP
106
Global Retirement Partners
California
$1.82K -$525K -12,332 -100%
BWP
107
Baldwin Wealth Partners
Massachusetts
$1.58K
RWPA
108
Richard W. Paul & Associates
Michigan
$1.58K
FA
109
Faithward Advisors
Pennsylvania
$1.14K
HI
110
Harbour Investments
Wisconsin
$1.02K -$2.64K -62 -72%
HFS
111
Hantz Financial Services
Michigan
$1K -$43 -1 -5%
Bessemer Group
112
Bessemer Group
New Jersey
$1K
MIM
113
Macroview Investment Management
Maryland
$786
EI
114
Ellevest Inc
New York
$598 +$596 +14 New
TCWA
115
Ten Capital Wealth Advisors
Washington
$214
VWM
116
Valley Wealth Managers
New Jersey
$214
GI
117
Gradient Investments
Minnesota
$85 +$85 +2 New
RA
118
Rise Advisors
New York
$3
Jane Street
119
Jane Street
New York
-$964K -24,456 Closed
MFA
120
Mayflower Financial Advisors
Massachusetts
-$578K -14,673 Closed
CAMV
121
Concord Asset Management (Virginia)
Virginia
-$462K -11,722 Closed
MHS
122
M Holdings Securities
Oregon
-$241K -6,123 Closed
HNWAG
123
High Net Worth Advisory Group
Florida
-$137K -3,469 Closed
AWM
124
Accurate Wealth Management
Florida
-$104K -2,518 Closed
RIA
125
Realta Investment Advisors
Delaware
-$98.9K -2,510 Closed

KOMP Hedge Fund Activity: Q1 2023 in Review

117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q1 2023, worth a combined $1.5B — up 11% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOMP and 14 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 43 added.

The largest buyer was Financial Engines Advisors, adding an estimated $45.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.41M.

  • 117 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q1 2023, down from 120 in Q4 2022.
  • Funds reported $1.5B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q1 2023 and 17 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $45.9M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2023.