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State Street SPDR S&P Kensho New Economies Composite ETF

53 hedge funds and large institutions have $1.07B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

13% more funds holding

Funds holding: 4753 (+6)

12% more capital invested

Capital invested by funds: $950M → $1.07B (+$116M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.1% less ownership

Funds ownership: 94.11%92% (-2.1%)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
21
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$909M -$54.1M -1,311,046 -6%
HI
2
Horizon Investments
North Carolina
$30.8M +$29.6M +718,142 New
CPA
3
Capital Planning Advisors
California
$22.3M +$436K +10,554 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.7M +$1.35M +32,727 +8%
BCI
5
Brinker Capital Investments
Pennsylvania
$18.3M -$64.5K -1,563 -0.4%
Bank of America
6
Bank of America
North Carolina
$14.1M +$2.51M +60,915 +23%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.6M +$7.14M +172,898 +234%
AFM
8
Andesa Financial Management
Pennsylvania
$4.61M +$2.83M +68,578 +176%
RJA
9
Raymond James & Associates
Florida
$3.76M -$26.8K -649 -0.7%
CFA
10
Carroll Financial Associates
North Carolina
$3.73M +$484K +11,740 +16%
SFP
11
Shepherd Financial Partners
Massachusetts
$3.29M +$3.17M +76,799 New
TI
12
Tidal Investments
Wisconsin
$2.82M +$208K +5,041 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.35M -$162K -3,934 -7%
TW
14
Towerpoint Wealth
California
$2.28M -$82.7K -2,004 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.01M +$1.61M +39,016 +493%
LPL Financial
16
LPL Financial
California
$1.93M +$561K +13,587 +43%
Jane Street
17
Jane Street
New York
$1.86M +$1.79M +43,462 New
PAG
18
Private Advisor Group
New Jersey
$1.44M +$14.2K +343 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.25M +$275K +6,671 +30%
CAN
20
Cetera Advisor Networks
California
$1.24M
PFA
21
Plotkin Financial Advisors
Maryland
$1.15M +$73.9K +1,790 +7%
NA
22
NewEdge Advisors
Louisiana
$1.09M -$72.8K -1,763 -6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.05M +$301K +7,300 +43%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$920K +$757K +18,347 +588%
HWA
25
Heartwood Wealth Advisors
Virginia
$725K -$52.5K -1,273 -7%

KOMP Hedge Fund Activity: Q3 2020 in Review

53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q3 2020, worth a combined $1.07B — up 12% from $950M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KOMP positions and 6 closed out — a net gain of 6 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $29.6M. The largest seller was Financial Engines Advisors, cutting an estimated $54.1M.

  • 53 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q3 2020, up from 47 in Q2 2020.
  • Funds reported $1.07B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q3 2020 and 6 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q3 2020 was Horizon Investments, an estimated $29.6M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q3 2020 was Financial Engines Advisors, an estimated $54.1M sold.

Based on aggregated 13F filings for Q3 2020.