We are live on ! Find out more
KOMP icon

State Street SPDR S&P Kensho New Economies Composite ETF

131 hedge funds and large institutions have $1.27B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 127131 (+4)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

3% less capital invested

Capital invested by funds: $1.31B → $1.27B (-$38.3M)

2.02% less ownership

Funds ownership: 86.11%84.09% (-2%)

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
18
Increased
42
Reduced
41
Closed
13
Calls
$475K
Puts
Net Calls
+$475K
Net Calls Change
+$475K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.02B +$4.77M +109,684 +0.4%
Betterment LLC
2
Betterment LLC
New York
$30.9M
OIA
3
OneDigital Investment Advisors
Kansas
$28.1M -$2.79M -64,064 -8%
Morgan Stanley
4
Morgan Stanley
New York
$19.3M +$6.12M +140,736 +39%
IF
5
Intrua Financial
Texas
$14.1M +$943K +21,687 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$12.5M +$4.75M +109,282 +51%
MAM
7
Marquette Asset Management
Minnesota
$10.6M +$2.64M +60,710 +28%
Bank of America
8
Bank of America
North Carolina
$9.15M -$934K -21,470 -8%
HWA
9
Heartwood Wealth Advisors
Virginia
$8.91M +$9.63M +221,302 +2,292%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.6M -$10.2K -235 -0.1%
LPL Financial
11
LPL Financial
California
$7.41M -$3.05M -70,075 -27%
Mariner
12
Mariner
Kansas
$5.74M +$39.1K +898 +0.6%
Wells Fargo
13
Wells Fargo
California
$5.66M -$184K -4,228 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.6M +$182K +4,179 +3%
RJA
15
Raymond James & Associates
Florida
$5.34M +$1.6M +36,843 +36%
WSTAM
16
Wilbanks Smith & Thomas Asset Management
Virginia
$4.94M +$4.96M +113,921 +808%
CWP
17
Concord Wealth Partners
Virginia
$4.92M -$582K -13,384 -10%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.88M -$6.83K -157 -0.2%
NC
19
NovaPoint Capital
Georgia
$3.3M -$15.7K -361 -0.4%
GLA
20
Good Life Advisors
Pennsylvania
$3.18M +$20.7K +476 +0.6%
MFG
21
Merit Financial Group
Georgia
$3.1M +$2.95M +67,900 +548%
MHS
22
M Holdings Securities
Oregon
$3M -$1.01M -23,112 -23%
SFP
23
Sweet Financial Partners
Minnesota
$2.86M -$92.3K -2,121 -3%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$2.66M +$428K +9,829 +17%
CAMV
25
Concord Asset Management (Virginia)
Virginia
$2.55M -$474K -10,891 -14%

KOMP Hedge Fund Activity: Q3 2022 in Review

131 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q3 2022, worth a combined $1.27B — down 2.9% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KOMP positions and 13 closed out — a net gain of 5 holders — while 42 added to existing stakes and 41 trimmed.

The largest buyer was Heartwood Wealth Advisors, adding an estimated $9.63M. The largest seller was LPL Financial, cutting an estimated $3.05M.

  • 131 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q3 2022, up from 127 in Q2 2022.
  • Funds reported $1.27B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q3 2022, down 2.9% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q3 2022 and 13 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q3 2022 was Heartwood Wealth Advisors, an estimated $9.63M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q3 2022 was LPL Financial, an estimated $3.05M sold.

Based on aggregated 13F filings for Q3 2022.