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State Street SPDR S&P Kensho New Economies Composite ETF

69 hedge funds and large institutions have $1.58B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

48% more capital invested

Capital invested by funds: $1.07B → $1.58B (+$517M)

30% more funds holding

Funds holding: 5369 (+16)

4.38% less ownership

Funds ownership: 92%87.63% (-4.4%)

Holders
69
Holders Change
+16
Holders Change %
+30.19%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
20
Increased
31
Reduced
13
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
$1.23B +$8M +159,649 +0.8%
SMM
2
Stadion Money Management
Georgia
$101M +$88.1M +1,759,178 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$42.4M +$13.8M +276,059 +60%
Osaic Holdings
4
Osaic Holdings
Arizona
$34.5M +$28.5M +570,001 +1,952%
CPA
5
Capital Planning Advisors
California
$31.7M +$1.41M +28,068 +5%
BCI
6
Brinker Capital Investments
Pennsylvania
$24.1M -$361K -7,208 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$18.9M +$4.07M +81,358 +33%
Bank of America
8
Bank of America
North Carolina
$18M -$835K -16,671 -5%
LPL Financial
9
LPL Financial
California
$9.16M +$5.71M +113,952 +253%
Morgan Stanley
10
Morgan Stanley
New York
$7.54M +$6.47M +129,134 +7,673%
RJA
11
Raymond James & Associates
Florida
$5.39M +$291K +5,815 +7%
SFP
12
Shepherd Financial Partners
Massachusetts
$4.59M +$150K +2,997 +4%
CFA
13
Carroll Financial Associates
North Carolina
$4.32M -$604K -12,060 -14%
TI
14
Tidal Investments
Wisconsin
$4.17M +$334K +6,674 +10%
NA
15
NewEdge Advisors
Louisiana
$3.5M +$1.77M +35,280 +139%
AFM
16
Andesa Financial Management
Pennsylvania
$3.5M -$2.35M -46,947 -44%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.5M +$1.96M +39,174 +182%
TW
18
Towerpoint Wealth
California
$3.27M +$167K +3,342 +6%
GWM
19
Geneos Wealth Management
Colorado
$3.02M +$2M +39,877 +754%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.83M -$294K -5,868 -11%
Jane Street
21
Jane Street
New York
$2.63M +$111K +2,212 +5%
PFA
22
Plotkin Financial Advisors
Maryland
$2.6M +$912K +18,206 +68%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.5M -$178K -3,547 -8%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$2.2M +$1.91M +38,041 +23,776%
PAG
25
Private Advisor Group
New Jersey
$2.05M +$103K +2,059 +6%

KOMP Hedge Fund Activity: Q4 2020 in Review

69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2020, worth a combined $1.58B — up 48% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KOMP positions and 4 closed out — a net gain of 16 holders — while 31 added to existing stakes and 13 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $88.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $30.8M sold.

  • 69 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2020, up from 53 in Q3 2020.
  • Funds reported $1.58B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2020, up 48% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2020 and 4 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2020 was Stadion Money Management, an estimated $88.1M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2020 was Horizon Investments, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2020.