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State Street SPDR S&P Kensho New Economies Composite ETF

128 hedge funds and large institutions have $1.77B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $19K | Put options by funds: $5K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $1.49B → $1.77B (+$287M)

8% more funds holding

Funds holding: 119128 (+9)

1.67% more ownership

Funds ownership: 91.35%93.02% (+1.7%)

36% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 47

Holders
128
Holders Change
+9
Holders Change %
+7.56%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
30
Reduced
47
Closed
11
Calls
$19K
Puts
$5K
Net Calls
+$14K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.54B +$27.3M +665,032 +2%
Betterment LLC
2
Betterment LLC
New York
$59.3M -$2.47M -60,152 -5%
MAM
3
Marquette Asset Management
Minnesota
$26.7M +$3.71M +90,440 +19%
Morgan Stanley
4
Morgan Stanley
New York
$19.6M +$10.1M +246,080 +141%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.1M -$1.66M -40,470 -15%
Mariner
6
Mariner
Kansas
$10.7M -$1.24M -30,313 -12%
LPL Financial
7
LPL Financial
California
$8.49M +$74.3K +1,811 +1%
Bank of America
8
Bank of America
North Carolina
$7.86M -$635K -15,466 -8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.58M -$413K -10,068 -8%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.08M +$106K +2,590 +2%
GLA
11
Good Life Advisors
Pennsylvania
$4.46M +$57.6K +1,404 +1%
RJA
12
Raymond James & Associates
Florida
$4.19M -$179K -4,374 -5%
TW
13
Towerpoint Wealth
California
$3.9M +$177K +4,314 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.72M -$463K -11,294 -12%
NC
15
NovaPoint Capital
Georgia
$3.6M -$155K -3,765 -5%
SCM
16
SOL Capital Management
Maryland
$3.55M +$117K +2,860 +4%
ATC
17
Advantage Trust Company
Kansas
$2.87M +$2.53M +61,552 New
SWA
18
Stratos Wealth Advisors
Ohio
$2.84M +$182K +4,436 +8%
SFP
19
Sweet Financial Partners
Minnesota
$2.81M +$328 +8 +0%
FGG
20
Financial Guidance Group
Florida
$2.61M -$39.3K -957 -2%
BCI
21
Brinker Capital Investments
Pennsylvania
$2.56M -$155K -3,768 -6%
OPS
22
Orion Portfolio Solutions
Nebraska
$2.56M -$155K -3,768 -6%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$2.2M -$214K -5,210 -10%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.18M -$217K -5,283 -10%
ACS
25
Archford Capital Strategies
Illinois
$2.12M -$408K -9,947 -18%

KOMP Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2023, worth a combined $1.77B — up 19% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KOMP positions and 11 closed out — a net gain of 9 holders — while 30 added to existing stakes and 47 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $27.3M. The largest seller was Heartwood Wealth Advisors, exiting entirely with an estimated $11.4M sold.

  • 128 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2023, up from 119 in Q3 2023.
  • Funds reported $1.77B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2023 and 11 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2023 was Financial Engines Advisors, an estimated $27.3M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2023 was Heartwood Wealth Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2023.