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State Street SPDR S&P Kensho New Economies Composite ETF

134 hedge funds and large institutions have $1.78B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

3% more funds holding

Funds holding: 130134 (+4)

0.51% more ownership

Funds ownership: 93.81%94.32% (+0.51%)

5% less capital invested

Capital invested by funds: $1.88B → $1.78B (-$102M)

28% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 46

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
20
Increased
33
Reduced
46
Closed
15
Calls
$1.24M
Puts
Net Calls
+$1.24M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.56B +$25M +540,266 +2%
Betterment LLC
2
Betterment LLC
New York
$72.9M +$5.96M +128,778 +9%
SA
3
Strategic Advocates
Utah
$21.8M +$2.42M +52,337 +12%
HI
4
Horizon Investments
North Carolina
$10.2M -$113K -2,431 -1%
Morgan Stanley
5
Morgan Stanley
New York
$9.96M +$379K +8,194 +4%
Mariner
6
Mariner
Kansas
$8.15M -$1.88M -40,697 -19%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.98M -$103K -2,216 -2%
GLA
8
Good Life Advisors
Pennsylvania
$4.6M +$114K +2,463 +3%
TW
9
Towerpoint Wealth
California
$4.06M -$16.5K -357 -0.4%
Bank of America
10
Bank of America
North Carolina
$4.03M -$3.08M -66,425 -43%
LPL Financial
11
LPL Financial
California
$3.94M -$4.63M -100,037 -54%
NC
12
NovaPoint Capital
Georgia
$3.74M +$85.3K +1,842 +2%
RJA
13
Raymond James & Associates
Florida
$3.5M -$166K -3,585 -5%
ACA
14
Aptus Capital Advisors
Alabama
$3.33M +$726K +15,677 +28%
FGG
15
Financial Guidance Group
Florida
$3.33M +$726K +15,677 +28%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.85M -$1.25M -26,973 -30%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$2.8M +$2.45M +53,000 +691%
SFP
18
Sweet Financial Partners
Minnesota
$2.67M -$99.5K -2,149 -4%
SCM
19
SOL Capital Management
Maryland
$2.44M -$1.08M -23,245 -30%
PWM
20
Penobscot Wealth Management
Maine
$2.24M +$204K +4,396 +10%
SWA
21
Stratos Wealth Advisors
Ohio
$2.24M -$542K -11,707 -19%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.13M -$781K -16,859 -27%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$2.03M -$156K -3,370 -7%
ATC
24
Advantage Trust Company
Kansas
$1.91M -$724K -15,627 -27%
Ameriprise
25
Ameriprise
Minnesota
$1.86M +$421K +9,103 +29%

KOMP Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q2 2024, worth a combined $1.78B — down 5.4% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KOMP positions and 15 closed out — a net gain of 5 holders — while 33 added to existing stakes and 46 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $25M. The largest seller was Marquette Asset Management, cutting an estimated $26.7M.

  • 134 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q2 2024, up from 130 in Q1 2024.
  • Funds reported $1.78B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q2 2024, down 5.4% quarter-over-quarter.
  • 20 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q2 2024 and 15 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $25M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q2 2024 was Marquette Asset Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.