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State Street SPDR S&P Kensho New Economies Composite ETF

129 hedge funds and large institutions have $1.92B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more capital invested

Capital invested by funds: $1.78B → $1.92B (+$141M)

0.05% more ownership

Funds ownership: 94.32%94.37% (+0.05%)

4% less funds holding

Funds holding: 134129 (-5)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

95% less call options, than puts

Call options by funds: $15K | Put options by funds: $316K

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
37
Reduced
44
Closed
20
Calls
$15K
Puts
$316K
Net Calls
-$301K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.69B +$16.1M +339,452 +1%
Betterment LLC
2
Betterment LLC
New York
$82.5M +$4.22M +88,976 +6%
SA
3
Strategic Advocates
Utah
$24.5M +$1.06M +22,348 +5%
Morgan Stanley
4
Morgan Stanley
New York
$10.7M +$11.2K +236 +0.1%
Mariner
5
Mariner
Kansas
$8.45M -$269K -5,674 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.11M -$209K -4,418 -4%
GLA
7
Good Life Advisors
Pennsylvania
$5.01M +$81.7K +1,723 +2%
TW
8
Towerpoint Wealth
California
$4.47M +$117K +2,478 +3%
Bank of America
9
Bank of America
North Carolina
$4.02M -$289K -6,085 -7%
ACA
10
Aptus Capital Advisors
Alabama
$3.81M +$233K +4,910 +7%
FGG
11
Financial Guidance Group
Florida
$3.8M +$226K +4,773 +7%
RJA
12
Raymond James & Associates
Florida
$3.73M -$17.1K -360 -0.5%
LPL Financial
13
LPL Financial
California
$3.65M -$546K -11,505 -13%
SWA
14
Stratos Wealth Advisors
Ohio
$3.33M +$903K +19,038 +39%
MOS
15
MGO One Seven
Ohio
$3.29M +$2.16M +45,515 +216%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.14M +$2.17M +45,816 +256%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.14M +$89.1K +1,880 +3%
Goldman Sachs
18
Goldman Sachs
New York
$2.94M +$2.82M +59,537 New
SFP
19
Sweet Financial Partners
Minnesota
$2.86M +$190 +4 +0%
PWM
20
Penobscot Wealth Management
Maine
$2.59M +$194K +4,090 +8%
NC
21
NovaPoint Capital
Georgia
$2.37M -$1.58M -33,225 -41%
SCM
22
SOL Capital Management
Maryland
$2.28M -$326K -6,870 -13%
MC
23
McCarthy & Cox
Ohio
$2.24M +$2.15M +45,348 New
HighTower Advisors
24
HighTower Advisors
Illinois
$2.17M -$110K -2,330 -5%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$2.12M -$54.9K -1,158 -3%

KOMP Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q3 2024, worth a combined $1.92B — up 8% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KOMP and 15 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 37 added.

The largest buyer was Financial Engines Advisors, adding an estimated $16.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $10.2M sold.

  • 129 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q3 2024, down from 134 in Q2 2024.
  • Funds reported $1.92B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q3 2024, up 8% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q3 2024 and 20 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $16.1M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q3 2024 was Horizon Investments, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2024.