State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
31 hedge funds and large institutions have $14.3M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 6 closing their positions.
1.16% more ownership
Funds ownership: 43.92% → 45.08% (+1.2%)
14% less funds holding
Funds holding: 36 → 31 (-5)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
22% less capital invested
Capital invested by funds: $18.3M → $14.3M (-$3.97M)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$383K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$228K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$136K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$105K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
-$381K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$246K |
| 3 |
LPL Financial
San Diego,
California
|
-$243K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$242K |
| 5 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $19K | – | – | – |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $13K | – | – | – |
|
|
CAL
28
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $9K | +$36 | +1 | +0.3% |
|
|
PA
29
Parallel Advisors
San Francisco,
California
| $9K | +$36 | +1 | +0.4% |
|
|
PCFFS
30
Pacific Center for Financial Services
San Ramon,
California
| $7K | +$36 | +1 | +0.5% |
|
|
AWM
31
Accel Wealth Management
Waverly,
Iowa
| $3K | – | – | – |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| – | -$246K | -6,037 | Closed |
|
|
33
Envestnet Asset Management
Chicago,
Illinois
| – | -$242K | -5,926 | Closed |
|
34
UBS Group
Zurich,
Switzerland
| – | -$39K | -963 | Closed |
|
|
SWM
35
Spire Wealth Management
Mclean,
Virginia
| – | -$8K | -200 | Closed |
|
|
PFS
36
Prospera Financial Services
Dallas,
Texas
| – | -$4K | -100 | Closed |
|
37
Koshinski Asset Management
Decatur,
Illinois
| – | -$1.02K | -25 | Closed |
|
SIMS Hedge Fund Activity: Q2 2022 in Review
31 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q2 2022, worth a combined $14.3M — down 22% from $18.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SIMS and 1 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 11 added.
The largest buyer was Creative Financial Designs, adding an estimated $383K. The largest seller was WealthCare Investment Partners, cutting an estimated $381K.
- 31 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q2 2022, down from 36 in Q1 2022.
- Funds reported $14.3M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q2 2022, down 22% quarter-over-quarter.
- 1 fund opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q2 2022 and 6 closed out, a net change of -5 holders.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q2 2022 was Creative Financial Designs, an estimated $383K added.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q2 2022 was WealthCare Investment Partners, an estimated $381K sold.
Based on aggregated 13F filings for Q2 2022.