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State Street SPDR S&P Kensho New Economies Composite ETF

47 hedge funds and large institutions have $950M invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

115% more capital invested

Capital invested by funds: $441M → $950M (+$508M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

34% more funds holding

Funds holding: 3547 (+12)

2.75% less ownership

Funds ownership: 96.85%94.11% (-2.7%)

Holders
47
Holders Change
+12
Holders Change %
+34.29%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
16
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$839M +$289M +8,653,786 +62%
SMM
2
Stadion Money Management
Georgia
$22.6M +$20.3M +607,141 New
CPA
3
Capital Planning Advisors
California
$19M +$649K +19,410 +4%
BCI
4
Brinker Capital Investments
Pennsylvania
$15.9M -$94.7K -2,834 -0.7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.9M +$14.3M +427,258 New
Bank of America
6
Bank of America
North Carolina
$9.99M +$2.88M +86,047 +47%
RJA
7
Raymond James & Associates
Florida
$3.29M +$2.95M +88,371 New
CFA
8
Carroll Financial Associates
North Carolina
$2.8M +$110K +3,304 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.75M +$1.55M +46,338 +168%
TI
10
Tidal Investments
Wisconsin
$2.26M +$366K +10,959 +22%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.19M -$100K -3,004 -5%
TW
12
Towerpoint Wealth
California
$2.06M +$174K +5,208 +10%
AFM
13
Andesa Financial Management
Pennsylvania
$1.45M +$347K +10,399 +36%
PAG
14
Private Advisor Group
New Jersey
$1.24M -$31.9K -954 -3%
LPL Financial
15
LPL Financial
California
$1.17M +$1.05M +31,421 New
CAN
16
Cetera Advisor Networks
California
$1.08M -$484K -14,492 -33%
NA
17
NewEdge Advisors
Louisiana
$1.01M +$622K +18,605 +217%
PFA
18
Plotkin Financial Advisors
Maryland
$933K +$454K +13,579 +118%
FTUS
19
Flow Traders U.S.
New York
$860K +$772K +23,113 New
Osaic Holdings
20
Osaic Holdings
Arizona
$838K +$283K +8,461 +60%
HWA
21
Heartwood Wealth Advisors
Virginia
$678K +$608K +18,199 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$639K -$327K -9,785 -36%
HighTower Advisors
23
HighTower Advisors
Illinois
$300K -$49.5K -1,482 -15%
BOM
24
Bank of Marin
California
$297K -$4.01K -120 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$295K +$265K +7,918 New

KOMP Hedge Fund Activity: Q2 2020 in Review

47 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q2 2020, worth a combined $950M — up 115% from $441M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KOMP positions and 4 closed out — a net gain of 13 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $289M. The largest seller was Jane Street, exiting entirely with an estimated $1.13M sold.

  • 47 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q2 2020, up from 35 in Q1 2020.
  • Funds reported $950M of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q2 2020, up 115% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q2 2020 and 4 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q2 2020 was Financial Engines Advisors, an estimated $289M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q2 2020 was Jane Street, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2020.