State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
36 hedge funds and large institutions have $21.9M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
6% more funds holding
Funds holding: 34 → 36 (+2)
3.7% less ownership
Funds ownership: 46.16% → 42.46% (-3.7%)
11% less capital invested
Capital invested by funds: $24.5M → $21.9M (-$2.6M)
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$2.05M |
| 2 |
EH
Equitable Holdings
New York
|
-$400K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$245K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$203K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$166K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $33K | +$35K | +763 | New |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $30K | – | – | – |
|
|
LS
28
Leelyn Smith
Geneva,
Illinois
| $26K | – | – | – |
|
29
Morgan Stanley
New York
| $26K | – | – | – |
|
|
PA
30
Parallel Advisors
San Francisco,
California
| $12K | +$46 | +1 | +0.4% |
|
|
CAL
31
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $11K | +$11.5K | +250 | New |
|
|
SWM
32
Spire Wealth Management
Mclean,
Virginia
| $9K | – | – | – |
|
|
CFGS
33
Concourse Financial Group Securities
Birmingham,
Alabama
| $7K | – | – | – |
|
|
AWM
34
Accel Wealth Management
Waverly,
Iowa
| $4K | – | – | – |
|
|
PCFFS
35
Pacific Center for Financial Services
San Ramon,
California
| $4K | +$3.99K | +87 | New |
|
36
Koshinski Asset Management
Decatur,
Illinois
| $2.18K | +$2.29K | +50 | New |
|
|
EH
37
Equitable Holdings
New York
| – | -$400K | -8,375 | Closed |
|
|
CAN
38
Cetera Advisor Networks
El Segundo,
California
| – | -$245K | -5,120 | Closed |
|
|
ASN
39
Advisory Services Network
Atlanta,
Georgia
| – | -$166K | -3,463 | Closed |
|
SIMS Hedge Fund Activity: Q3 2021 in Review
36 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q3 2021, worth a combined $21.9M — down 11% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SIMS positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Gladstone Institutional Advisory, opening a new position worth an estimated $474K. The largest seller was RFG Advisory, cutting an estimated $2.05M.
- 36 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q3 2021, up from 34 in Q2 2021.
- Funds reported $21.9M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q3 2021, down 11% quarter-over-quarter.
- 6 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q3 2021 and 3 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q3 2021 was Gladstone Institutional Advisory, an estimated $474K added.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q3 2021 was RFG Advisory, an estimated $2.05M sold.
Based on aggregated 13F filings for Q3 2021.