We are live on ! Find out more
KOMP icon

State Street SPDR S&P Kensho New Economies Composite ETF

35 hedge funds and large institutions have $441M invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

376% more capital invested

Capital invested by funds: $92.7M → $441M (+$349M)

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

17% more funds holding

Funds holding: 3035 (+5)

14.84% more ownership

Funds ownership: 82.01%96.85% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
18
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$395M +$453M +13,096,135 +1,685%
CPA
2
Capital Planning Advisors
California
$14M +$6.71M +193,959 +65%
BCI
3
Brinker Capital Investments
Pennsylvania
$12.3M +$1.92M +55,526 +15%
Bank of America
4
Bank of America
North Carolina
$5.19M +$809K +23,387 +15%
CFA
5
Carroll Financial Associates
North Carolina
$2.05M -$112K -3,224 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.76M +$2.14M +61,817 New
TW
7
Towerpoint Wealth
California
$1.43M +$12.7K +367 +0.7%
TI
8
Tidal Investments
Wisconsin
$1.42M +$1.72M +49,721 New
CAN
9
Cetera Advisor Networks
California
$1.24M
Jane Street
10
Jane Street
New York
$1.13M +$399K +11,519 +41%
PAG
11
Private Advisor Group
New Jersey
$972K +$884K +25,554 +298%
AFM
12
Andesa Financial Management
Pennsylvania
$813K +$990K +28,603 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$783K +$281K +8,106 +42%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$768K +$721K +20,827 +340%
Osaic Holdings
15
Osaic Holdings
Arizona
$400K +$487K +14,062 New
PFA
16
Plotkin Financial Advisors
Maryland
$327K +$59.8K +1,727 +18%
HighTower Advisors
17
HighTower Advisors
Illinois
$274K +$332K +9,582 New
VCP
18
Verus Capital Partners
Arizona
$248K +$17.9K +516 +6%
NA
19
NewEdge Advisors
Louisiana
$245K +$297K +8,593 New
BOM
20
Bank of Marin
California
$230K +$280K +8,089 New
GVAG
21
Great Valley Advisor Group
Delaware
$222K +$30.2K +872 +13%
OPS
22
Orion Portfolio Solutions
Nebraska
$141K +$171K +4,944 New
FHA
23
Flagship Harbor Advisors
Massachusetts
$98K +$120K +3,456 New
RIA
24
RPG Investment Advisory
California
$81K +$84.1K +2,430 +565%
GWM
25
Geneos Wealth Management
Colorado
$57K +$16K +462 +29%

KOMP Hedge Fund Activity: Q1 2020 in Review

35 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q1 2020, worth a combined $441M — up 376% from $92.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KOMP positions and 5 closed out — a net gain of 7 holders — while 18 added to existing stakes and 2 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $453M. The largest seller was Stadion Money Management, exiting entirely with an estimated $24.3M sold.

  • 35 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q1 2020, up from 30 in Q4 2019.
  • Funds reported $441M of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q1 2020, up 376% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q1 2020 and 5 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q1 2020 was Financial Engines Advisors, an estimated $453M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q1 2020 was Stadion Money Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2020.