State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
34 hedge funds and large institutions have $13.2M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
10% more funds holding
Funds holding: 31 → 34 (+3)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0.1% more ownership
Funds ownership: 45.08% → 45.17% (+0.1%)
8% less capital invested
Capital invested by funds: $14.3M → $13.2M (-$1.08M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$224K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$183K |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$120K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$99K |
| 5 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$78.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$629K |
| 2 |
LPL Financial
San Diego,
California
|
-$383K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$339K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$296K |
| 5 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
-$192K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
26
Valley National Advisers
Bethlehem,
Pennsylvania
| $14K | -$629K | -17,557 | -98% |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $13K | -$9.96K | -278 | -41% |
|
|
CAL
28
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $9K | +$36 | +1 | +0.3% |
|
|
PCFFS
29
Pacific Center for Financial Services
San Ramon,
California
| $7K | +$36 | +1 | +0.5% |
|
|
TWA
30
TCI Wealth Advisors
Tucson,
Arizona
| $6K | +$6.66K | +186 | New |
|
|
RIA
31
Realta Investment Advisors
Wilmington,
Delaware
| $6K | +$7.17K | +200 | New |
|
|
AWM
32
Accel Wealth Management
Waverly,
Iowa
| $3K | – | – | – |
|
|
PA
33
Parallel Advisors
San Francisco,
California
| $2K | -$7.92K | -221 | -77% |
|
|
ACM
34
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $1.78K | +$1.97K | +55 | New |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$296K | -9,255 | Closed |
|
|
AW
36
ACG Wealth
Atlanta,
Georgia
| – | -$35K | -1,100 | Closed |
|
|
PFGIA
37
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$13K | -407 | Closed |
|
SIMS Hedge Fund Activity: Q3 2022 in Review
34 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q3 2022, worth a combined $13.2M — down 7.6% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SIMS positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $224K. The largest seller was Valley National Advisers, cutting an estimated $629K.
- 34 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q3 2022, up from 31 in Q2 2022.
- Funds reported $13.2M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q3 2022, down 7.6% quarter-over-quarter.
- 6 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q3 2022 and 3 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $224K added.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q3 2022 was Valley National Advisers, an estimated $629K sold.
Based on aggregated 13F filings for Q3 2022.