We are live on ! Find out more
KOMP icon

State Street SPDR S&P Kensho New Economies Composite ETF

139 hedge funds and large institutions have $1.59B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

4.02% more ownership

Funds ownership: 81.92%85.94% (+4%)

3% less capital invested

Capital invested by funds: $1.65B → $1.59B (-$51.8M)

16% less funds holding

Funds holding: 166139 (-27)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

58% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 40

Holders
139
Holders Change
-27
Holders Change %
-16.27%
% of All Funds
2.19%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
17
Increased
50
Reduced
44
Closed
40
Calls
$639K
Puts
Net Calls
+$639K
Net Calls Change
+$639K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.24B +$172M +3,320,427 +16%
OIA
2
OneDigital Investment Advisors
Kansas
$40.8M +$6.26M +120,556 +18%
CPA
3
Capital Planning Advisors
California
$32.1M +$230K +4,434 +0.7%
Betterment LLC
4
Betterment LLC
New York
$30.4M +$18.4M +354,429 +153%
Morgan Stanley
5
Morgan Stanley
New York
$21.2M +$9.47M +182,407 +81%
IF
6
Intrua Financial
Texas
$17M +$7.19M +138,554 +73%
Bank of America
7
Bank of America
North Carolina
$16.3M -$22.2M -427,762 -58%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.9M -$10.6M -204,547 -43%
SFP
9
Sweet Financial Partners
Minnesota
$13.4M +$9.73M +187,358 +265%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$10.3M -$8.78M -169,102 -46%
FA
11
FDx Advisors
Illinois
$9.37M +$9.15M +176,223 +4,254%
LPL Financial
12
LPL Financial
California
$8.46M -$827K -15,931 -9%
CWP
13
Concord Wealth Partners
Virginia
$7.22M -$2.93M -56,423 -29%
BWM
14
Bulltick Wealth Management
Florida
$7.09M
MHS
15
M Holdings Securities
Oregon
$6.7M +$6.69M +128,908 New
RJA
16
Raymond James & Associates
Florida
$5.66M +$91.8K +1,768 +2%
NC
17
NovaPoint Capital
Georgia
$5.45M +$242K +4,660 +5%
Mariner
18
Mariner
Kansas
$5.23M +$3.1M +59,627 +145%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.14M +$141K +2,722 +3%
Goldman Sachs
20
Goldman Sachs
New York
$4.97M +$4.67M +90,000 +1,590%
CAMV
21
Concord Asset Management (Virginia)
Virginia
$4.89M -$1.76M -33,933 -27%
GLA
22
Good Life Advisors
Pennsylvania
$4.15M +$893K +17,194 +27%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.51M +$553K +10,659 +19%
OMC
24
Old Mission Capital
Illinois
$3.36M +$477K +9,187 +17%
TW
25
Towerpoint Wealth
California
$2.98M +$238K +4,575 +9%

KOMP Hedge Fund Activity: Q1 2022 in Review

139 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q1 2022, worth a combined $1.59B — down 3.1% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of KOMP and 17 opened new positions — a net loss of 23 holders — while 44 trimmed existing stakes and 50 added.

The largest buyer was Financial Engines Advisors, adding an estimated $172M. The largest seller was Bank of America, cutting an estimated $22.2M.

  • 139 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q1 2022, down from 166 in Q4 2021.
  • Funds reported $1.59B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q1 2022, down 3.1% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q1 2022 and 40 closed out, a net change of -23 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q1 2022 was Financial Engines Advisors, an estimated $172M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q1 2022 was Bank of America, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2022.