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State Street SPDR S&P Kensho New Economies Composite ETF

120 hedge funds and large institutions have $1.35B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.27B → $1.35B (+$75.8M)

4.22% more ownership

Funds ownership: 84.09%88.31% (+4.2%)

8% less funds holding

Funds holding: 131120 (-11)

28% less call options, than puts

Call options by funds: $28K | Put options by funds: $39K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

45% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 53

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
29
Reduced
53
Closed
23
Calls
$28K
Puts
$39K
Net Calls
-$11K
Net Calls Change
-$486K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.15B +$118M +2,919,024 +11%
Betterment LLC
2
Betterment LLC
New York
$38.3M +$8.5M +209,564 +27%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.6M -$94K -2,317 -0.7%
HWA
4
Heartwood Wealth Advisors
Virginia
$10.8M +$1.79M +44,113 +19%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.64M +$887K +21,853 +10%
Bank of America
6
Bank of America
North Carolina
$8.44M -$939K -23,139 -10%
MAM
7
Marquette Asset Management
Minnesota
$8.27M -$2.61M -64,388 -23%
LPL Financial
8
LPL Financial
California
$7.71M +$141K +3,475 +2%
Morgan Stanley
9
Morgan Stanley
New York
$7.69M -$12.3M -303,646 -61%
Wells Fargo
10
Wells Fargo
California
$5.66M -$132K -3,262 -2%
Mariner
11
Mariner
Kansas
$5.63M -$239K -5,897 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.17M -$572K -14,084 -10%
RJA
13
Raymond James & Associates
Florida
$4.52M -$966K -23,795 -17%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.8M -$172K -4,228 -4%
NC
15
NovaPoint Capital
Georgia
$3.31M -$56.4K -1,390 -2%
GLA
16
Good Life Advisors
Pennsylvania
$3.29M +$46.1K +1,136 +1%
OIA
17
OneDigital Investment Advisors
Kansas
$2.95M -$26.5M -652,764 -90%
MFG
18
Merit Financial Group
Georgia
$2.8M -$371K -9,154 -11%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.78M +$235K +5,798 +9%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$2.63M -$84.8K -2,090 -3%
SCM
21
SOL Capital Management
Maryland
$2.6M +$2.11M +52,034 +371%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.45M +$1.22M +30,058 +94%
SFP
23
Sweet Financial Partners
Minnesota
$2.36M -$573K -14,118 -19%
WANY
24
Wealthspire Advisors (New York)
New York
$2.35M +$692K +17,059 +40%
TW
25
Towerpoint Wealth
California
$2.25M -$280K -6,903 -11%

KOMP Hedge Fund Activity: Q4 2022 in Review

120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2022, worth a combined $1.35B — up 6% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KOMP and 15 opened new positions — a net loss of 8 holders — while 53 trimmed existing stakes and 29 added.

The largest buyer was Financial Engines Advisors, adding an estimated $118M. The largest seller was OneDigital Investment Advisors, cutting an estimated $26.5M.

  • 120 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2022, down from 131 in Q3 2022.
  • Funds reported $1.35B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2022, up 6% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2022 and 23 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $118M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2022 was OneDigital Investment Advisors, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2022.