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State Street SPDR S&P Kensho New Economies Composite ETF
KOMP

134 hedge funds and large institutions have $1.98B invested in State Street SPDR S&P Kensho New Economies Composite ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

4% more funds holding

Funds holding: 129 → 134 (+5)

3% more capital invested

Capital invested by funds: $1.92B → $1.98B (+$61.5M)

0.63% more ownership

Funds ownership: 94.37% → 95% (+0.63%)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

75% less call options, than puts

Call options by funds: $5K | Put options by funds: $20K

Holders
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
40
Reduced
40
Closed
17
Calls
$5K
Puts
$20K
Net Calls
-$15K
Net Calls Change
+$286K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.4M
2
Betterment LLC
Betterment LLC
New York
+$7.97M
3
LPL Financial
LPL Financial
California
+$6.07M
4
TI
Tidal Investments
Wisconsin
+$5.41M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$3.75M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$39.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.14M
3
SWA
Stratos Wealth Advisors
Ohio
-$1.63M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.41M
5
WANY
Wealthspire Advisors (New York)
New York
-$910K
Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.7B -$39.5M -765,966 -2%
Betterment LLC
2
Betterment LLC
New York
$92.8M +$7.97M +154,381 +9%
Morgan Stanley
3
Morgan Stanley
New York
$27.1M +$16.4M +316,840 +146%
SA
4
Strategic Advocates
Utah
$26.2M +$1M +19,429 +4%
LPL Financial
5
LPL Financial
California
$9.74M +$6.07M +117,568 +159%
Mariner
6
Mariner
Kansas
$9.07M +$363K +7,022 +4%
Goldman Sachs
7
Goldman Sachs
New York
$5.61M +$2.62M +50,774 +85%
TI
8
Tidal Investments
Wisconsin
$5.33M +$5.41M +104,861 New
GLA
9
Good Life Advisors
Pennsylvania
$5.19M +$31K +600 +0.6%
Raymond James Financial
10
Raymond James Financial
Florida
$5.14M +$5.22M +101,102 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.11M -$158K -3,058 -3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.86M +$3.75M +72,649 +317%
TW
13
Towerpoint Wealth
California
$4.72M +$113K +2,197 +2%
ACA
14
Aptus Capital Advisors
Alabama
$4.13M +$210K +4,061 +5%
FGG
15
Financial Guidance Group
Florida
$4.12M +$210K +4,061 +5%
Bank of America
16
Bank of America
North Carolina
$3.99M -$151K -2,931 -4%
MOS
17
MGO One Seven
Ohio
$3.67M +$288K +5,581 +8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.15M -$87.5K -1,694 -3%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3.14M +$2.96M +57,421 +1,302%
PWM
20
Penobscot Wealth Management
Maine
$2.76M +$95.4K +1,847 +4%
MC
21
McCarthy & Cox
Ohio
$2.37M +$66.9K +1,296 +3%
NC
22
NovaPoint Capital
Georgia
$2.15M -$299K -5,788 -12%
Ameriprise
23
Ameriprise
Minnesota
$2.13M +$62K +1,201 +3%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.11M -$123K -2,389 -5%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$2.11M -$71K -1,376 -3%
1
2 3 4 5

KOMP Hedge Fund Activity: Q4 2024 in Review

134 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) for Q4 2024, worth a combined $1.98B — up 3.2% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new KOMP positions and 17 closed out — a net gain of 11 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.4M. The largest seller was Financial Engines Advisors, cutting an estimated $39.5M.

  • 134 institutional investors held State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $1.98B of State Street SPDR S&P Kensho New Economies Composite ETF stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Kensho New Economies Composite ETF positions in Q4 2024 and 17 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF buyer in Q4 2024 was Morgan Stanley, an estimated $16.4M added.
  • The largest State Street SPDR S&P Kensho New Economies Composite ETF seller in Q4 2024 was Financial Engines Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2024.