State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
34 hedge funds and large institutions have $24.5M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
21% more funds holding
Funds holding: 28 → 34 (+6)
18% more capital invested
Capital invested by funds: $20.7M → $24.5M (+$3.81M)
5.01% less ownership
Funds ownership: 51.17% → 46.16% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$3.27M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.04M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$724K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$598K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.42M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$740K |
| 3 |
RWB
RMR Wealth Builders
Montclair,
New Jersey
|
-$135K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$43K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$39.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFSIG
26
San Francisco Sentry Investment Group
San Francisco,
California
| $44K | – | – | – |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $33K | +$4.78K | +102 | +18% |
|
|
LS
28
Leelyn Smith
Geneva,
Illinois
| $29K | +$28.1K | +600 | New |
|
29
Morgan Stanley
New York
| $28K | +$4.21K | +90 | +18% |
|
|
BCV
30
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $21K | – | – | – |
|
|
PA
31
Parallel Advisors
San Francisco,
California
| $14K | +$13.3K | +283 | New |
|
|
SWM
32
Spire Wealth Management
Mclean,
Virginia
| $10K | – | – | – |
|
|
CFGS
33
Concourse Financial Group Securities
Birmingham,
Alabama
| $8K | – | – | – |
|
|
AWM
34
Accel Wealth Management
Waverly,
Iowa
| $5K | – | – | – |
|
|
FHA
35
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$740K | -16,282 | Closed |
|
|
RWB
36
RMR Wealth Builders
Montclair,
New Jersey
| – | -$135K | -2,977 | Closed |
|
|
WAP
37
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$43K | -940 | Closed |
|
SIMS Hedge Fund Activity: Q2 2021 in Review
34 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q2 2021, worth a combined $24.5M — up 18% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SIMS positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was William Blair & Company, adding an estimated $3.27M. The largest seller was LPL Financial, cutting an estimated $4.42M.
- 34 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q2 2021, up from 28 in Q1 2021.
- Funds reported $24.5M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q2 2021, up 18% quarter-over-quarter.
- 9 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q2 2021 and 3 closed out, a net change of +6 holders.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q2 2021 was William Blair & Company, an estimated $3.27M added.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q2 2021 was LPL Financial, an estimated $4.42M sold.
Based on aggregated 13F filings for Q2 2021.