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State Street SPDR S&P Kensho New Economies Composite ETF

130 hedge funds and large institutions have $1.88B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,240% more call options, than puts

Call options by funds: $67K | Put options by funds: $5K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $1.77B → $1.88B (+$105M)

2% more funds holding

Funds holding: 128130 (+2)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

0.79% more ownership

Funds ownership: 93.02%93.81% (+0.79%)

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
39
Reduced
37
Closed
17
Calls
$67K
Puts
$5K
Net Calls
+$62K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.6B +$19.2M +420,650 +1%
Betterment LLC
2
Betterment LLC
New York
$69.9M +$8.39M +184,217 +15%
MAM
3
Marquette Asset Management
Minnesota
$27.8M +$291K +6,387 +1%
SA
4
Strategic Advocates
Utah
$20.3M +$18.6M +408,957 +3,300%
HI
5
Horizon Investments
North Carolina
$10.7M +$10.2M +222,813 New
Mariner
6
Mariner
Kansas
$10.5M -$542K -11,896 -5%
Morgan Stanley
7
Morgan Stanley
New York
$10M -$9.67M -212,370 -51%
LPL Financial
8
LPL Financial
California
$8.93M +$176K +3,854 +2%
Bank of America
9
Bank of America
North Carolina
$7.4M -$657K -14,424 -9%
Goldman Sachs
10
Goldman Sachs
New York
$6.55M +$6.2M +136,136 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.3M -$419K -9,194 -8%
GLA
12
Good Life Advisors
Pennsylvania
$4.68M +$78.3K +1,718 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.27M -$6.76M -148,470 -63%
TW
14
Towerpoint Wealth
California
$4.26M +$228K +5,006 +6%
RJA
15
Raymond James & Associates
Florida
$3.83M -$456K -10,004 -11%
NC
16
NovaPoint Capital
Georgia
$3.82M +$107K +2,348 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.71M -$108K -2,380 -3%
SCM
18
SOL Capital Management
Maryland
$3.67M +$14.6K +321 +0.4%
FFM
19
Forum Financial Management
Illinois
$3.56M +$3.37M +73,966 New
PCIA
20
Prime Capital Investment Advisors
Kansas
$3.47M +$2.91M +63,968 +774%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.04M -$2.08M -45,558 -42%
MOS
22
MGO One Seven
Ohio
$2.96M +$2.81M +61,634 New
SWA
23
Stratos Wealth Advisors
Ohio
$2.9M -$22.6K -495 -0.8%
SFP
24
Sweet Financial Partners
Minnesota
$2.89M +$91 +2 +0%
ATC
25
Advantage Trust Company
Kansas
$2.75M -$202K -4,425 -7%

KOMP Hedge Fund Activity: Q1 2024 in Review

130 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q1 2024, worth a combined $1.88B — up 5.9% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KOMP positions and 17 closed out — a net gain of 3 holders — while 39 added to existing stakes and 37 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $19.2M. The largest seller was Morgan Stanley, cutting an estimated $9.67M.

  • 130 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q1 2024, up from 128 in Q4 2023.
  • Funds reported $1.88B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q1 2024 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 2024 was Financial Engines Advisors, an estimated $19.2M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.67M sold.

Based on aggregated 13F filings for Q1 2024.