We are live on ! Find out more
KOMP icon

State Street SPDR S&P Kensho New Economies Composite ETF

166 hedge funds and large institutions have $1.65B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

50% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 36

22% more funds holding

Funds holding: 136166 (+30)

8% more capital invested

Capital invested by funds: $1.53B → $1.65B (+$120M)

5.14% more ownership

Funds ownership: 76.78%81.92% (+5.1%)

Holders
166
Holders Change
+30
Holders Change %
+22.06%
% of All Funds
2.55%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
46
Increased
54
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.21B +$139M +2,222,679 +12%
Bank of America
2
Bank of America
North Carolina
$43.7M +$5.3M +84,620 +13%
OIA
3
OneDigital Investment Advisors
Kansas
$39.2M +$41.6M +664,497 New
CPA
4
Capital Planning Advisors
California
$36.1M +$727K +11,599 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$27.8M +$90.4K +1,443 +0.3%
Creative Planning
6
Creative Planning
Kansas
$23M +$24.2M +386,242 +8,898%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21.7M -$22.6M -361,482 -50%
CF
8
Corrigan Financial
Rhode Island
$14.9M +$254K +4,047 +2%
Betterment LLC
9
Betterment LLC
New York
$13.6M +$14.5M +231,130 New
Morgan Stanley
10
Morgan Stanley
New York
$13.3M -$6.1M -97,442 -30%
CWP
11
Concord Wealth Partners
Virginia
$11.5M -$1.87M -29,872 -13%
IF
12
Intrua Financial
Texas
$11.1M +$11.8M +188,834 New
LPL Financial
13
LPL Financial
California
$10.5M -$54.4K -869 -0.5%
HI
14
Horizon Investments
North Carolina
$8.35M +$394K +6,292 +5%
BWM
15
Bulltick Wealth Management
Florida
$8.04M -$188 -3 -0%
CAMV
16
Concord Asset Management (Virginia)
Virginia
$7.54M +$8.02M +127,965 New
RJA
17
Raymond James & Associates
Florida
$6.32M +$877 +14 +0%
SWMG
18
Sanchez Wealth Management Group
Florida
$6.12M -$1.24M -19,736 -16%
NC
19
NovaPoint Capital
Georgia
$5.91M +$781K +12,466 +14%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.67M -$103K -1,640 -2%
MMEA
21
Main Management ETF Advisors
California
$4.19M -$2.98M -47,565 -40%
SFP
22
Sweet Financial Partners
Minnesota
$4.17M +$4.43M +70,661 New
PAG
23
Private Advisor Group
New Jersey
$4.07M -$862K -13,768 -17%
AFM
24
Andesa Financial Management
Pennsylvania
$3.94M +$11K +175 +0.3%
GLA
25
Good Life Advisors
Pennsylvania
$3.69M +$125K +2,002 +3%

KOMP Hedge Fund Activity: Q4 2021 in Review

166 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2021, worth a combined $1.65B — up 7.9% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new KOMP positions and 15 closed out — a net gain of 31 holders — while 54 added to existing stakes and 36 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $139M. The largest seller was Osaic Holdings, cutting an estimated $38.2M.

  • 166 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2021, up from 136 in Q3 2021.
  • Funds reported $1.65B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 46 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2021 and 15 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $139M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2021 was Osaic Holdings, an estimated $38.2M sold.

Based on aggregated 13F filings for Q4 2021.