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State Street SPDR S&P Kensho New Economies Composite ETF

117 hedge funds and large institutions have $1.5B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $376K | Put options by funds: $188K

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

11% more capital invested

Capital invested by funds: $1.35B → $1.5B (+$146M)

0.88% more ownership

Funds ownership: 88.31%89.2% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 120117 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
43
Reduced
35
Closed
17
Calls
$376K
Puts
$188K
Net Calls
+$188K
Net Calls Change
+$199K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.3B +$45.9M +1,076,482 +4%
Betterment LLC
2
Betterment LLC
New York
$44.8M +$3.27M +76,670 +8%
MAM
3
Marquette Asset Management
Minnesota
$12.8M +$3.87M +90,957 +43%
HWA
4
Heartwood Wealth Advisors
Virginia
$12M +$293K +6,876 +2%
Mariner
5
Mariner
Kansas
$9.38M +$3.27M +76,860 +54%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.28M -$4.41M -103,616 -32%
Bank of America
7
Bank of America
North Carolina
$8.66M -$478K -11,215 -5%
Morgan Stanley
8
Morgan Stanley
New York
$8.48M +$140K +3,289 +2%
LPL Financial
9
LPL Financial
California
$7.59M -$753K -17,670 -9%
Wells Fargo
10
Wells Fargo
California
$6.23M +$98.3K +2,307 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.53M -$68.4K -1,606 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.13M +$11.2K +263 +0.3%
RJA
13
Raymond James & Associates
Florida
$4.06M -$836K -19,618 -17%
GLA
14
Good Life Advisors
Pennsylvania
$3.83M +$270K +6,345 +8%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.63M +$612K +14,362 +20%
NC
16
NovaPoint Capital
Georgia
$3.61M +$24K +564 +0.7%
SCM
17
SOL Capital Management
Maryland
$3.13M +$306K +7,174 +11%
OIA
18
OneDigital Investment Advisors
Kansas
$2.74M -$457K -10,729 -14%
TW
19
Towerpoint Wealth
California
$2.7M +$268K +6,298 +11%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$2.56M -$289K -6,781 -10%
SFP
21
Sweet Financial Partners
Minnesota
$2.56M -$43 -1 -0%
FGG
22
Financial Guidance Group
Florida
$2.49M +$1.13M +26,458 +83%
WANY
23
Wealthspire Advisors (New York)
New York
$2.47M -$74.2K -1,742 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.37M +$104K +2,445 +5%
MFG
25
Merit Financial Group
Georgia
$2.35M -$689K -16,175 -23%

KOMP Hedge Fund Activity: Q1 2023 in Review

117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q1 2023, worth a combined $1.5B — up 11% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOMP and 14 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 43 added.

The largest buyer was Financial Engines Advisors, adding an estimated $45.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.41M.

  • 117 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q1 2023, down from 120 in Q4 2022.
  • Funds reported $1.5B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q1 2023 and 17 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $45.9M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2023.