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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
AFWM
101
Abich Financial Wealth Management
Virginia
$8.59K +$7.55K +184 New
Comerica Bank
102
Comerica Bank
Texas
$7.94K -$146K -3,550 -95%
RFG
103
REAP Financial Group
Texas
$7.94K +$6.98K +170 New
BWM
104
Baystate Wealth Management
Massachusetts
$6.95K
GI
105
Gradient Investments
Minnesota
$6.49K
FFA
106
Farther Finance Advisors
California
$5.56K +$4.88K +119 New
EWM
107
Evermay Wealth Management
Virginia
$5.37K
CA
108
Crewe Advisors
Utah
$5.18K
TCM
109
TD Capital Management
Tennessee
$4.14K -$9.97K -243 -73%
HB
110
Horizon Bancorp
Indiana
$4K -$1.81K -44 -37%
KFI
111
Key Financial Inc
Pennsylvania
$3.88K
SFC
112
SYM Financial Corp
Indiana
$3.32K
PFM
113
Phillips Financial Management
Indiana
$3.22K
AIC
114
Archer Investment Corporation
Indiana
$3.13K
MRCM
115
M&R Capital Management
New Jersey
$2.86K
GRP
116
Global Retirement Partners
California
$1.96K
RWPA
117
Richard W. Paul & Associates
Michigan
$1.73K
US Bancorp
118
US Bancorp
Minnesota
$1.64K -$2.63K -64 -65%
ASN
119
Advisory Services Network
Georgia
$1.63K +$1.44K +35 New
FA
120
Faithward Advisors
Pennsylvania
$1.22K
HI
121
Harbour Investments
Wisconsin
$1.12K
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$1.07K
Bessemer Group
123
Bessemer Group
New Jersey
$1K
HFS
124
Hantz Financial Services
Michigan
$1K
MIM
125
Macroview Investment Management
Maryland
$870

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.