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State Street SPDR S&P Kensho New Economies Composite ETF

136 hedge funds and large institutions have $1.53B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

73% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 30

12% more funds holding

Funds holding: 121136 (+15)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4.33% less ownership

Funds ownership: 81.11%76.78% (-4.3%)

11% less capital invested

Capital invested by funds: $1.72B → $1.53B (-$198M)

Holders
136
Holders Change
+15
Holders Change %
+12.4%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
52
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.12B +$9.8M +154,518 +0.8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$44.4M -$22.6M -356,223 -33%
Bank of America
3
Bank of America
North Carolina
$40M -$7.51M -118,327 -15%
Osaic Holdings
4
Osaic Holdings
Arizona
$38.1M +$4.22M +66,527 +12%
CPA
5
Capital Planning Advisors
California
$36.6M +$676K +10,651 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$28.6M +$3.18M +50,135 +12%
Morgan Stanley
7
Morgan Stanley
New York
$19.7M +$4.89M +77,024 +31%
CF
8
Corrigan Financial
Rhode Island
$15.2M +$375K +5,902 +2%
CWP
9
Concord Wealth Partners
Virginia
$13.7M -$2.31M -36,329 -14%
LPL Financial
10
LPL Financial
California
$10.9M -$5.4M -85,087 -32%
BWM
11
Bulltick Wealth Management
Florida
$8.31M -$95.8K -1,510 -1%
HI
12
Horizon Investments
North Carolina
$8.24M +$150K +2,359 +2%
SWMG
13
Sanchez Wealth Management Group
Florida
$7.52M +$295K +4,653 +4%
MMEA
14
Main Management ETF Advisors
California
$7.22M +$347K +5,475 +5%
RJA
15
Raymond James & Associates
Florida
$6.53M +$171K +2,695 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.96M -$263K -4,139 -4%
NC
17
NovaPoint Capital
Georgia
$5.34M +$374K +5,896 +7%
PAG
18
Private Advisor Group
New Jersey
$5.04M +$1.61M +25,414 +44%
AWE
19
Avidian Wealth Enterprises
Texas
$5.01M -$6.68M -105,319 -56%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.16M -$1.85M -29,189 -30%
AFM
21
Andesa Financial Management
Pennsylvania
$4.06M -$4.34M -68,400 -51%
PFA
22
Plotkin Financial Advisors
Maryland
$3.91M -$60K -945 -1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.69M +$340K +5,365 +10%
GLA
24
Good Life Advisors
Pennsylvania
$3.69M +$134K +2,117 +4%
SWA
25
Stratos Wealth Advisors
Ohio
$3.49M -$303K -4,774 -8%

KOMP Hedge Fund Activity: Q3 2021 in Review

136 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q3 2021, worth a combined $1.53B — down 11% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new KOMP positions and 8 closed out — a net gain of 18 holders — while 52 added to existing stakes and 30 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $9.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $22.6M.

  • 136 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q3 2021, up from 121 in Q2 2021.
  • Funds reported $1.53B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q3 2021, down 11% quarter-over-quarter.
  • 26 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q3 2021 and 8 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q3 2021 was Financial Engines Advisors, an estimated $9.8M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q3 2021 was Raymond James Financial Services Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2021.