State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
25 hedge funds and large institutions have $9.05M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
4% less funds holding
Funds holding: 26 → 25 (-1)
4.89% less ownership
Funds ownership: 43.61% → 38.72% (-4.9%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
20% less capital invested
Capital invested by funds: $11.3M → $9.05M (-$2.27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$280K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$128K |
| 3 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$122K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$20.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$2.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$229K |
| 3 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
-$227K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$83.3K |
| 5 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$63.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| – | -$229K | -6,608 | Closed |
|
|
WIP
27
WealthCare Investment Partners
Portsmouth,
Rhode Island
| – | -$227K | -6,558 | Closed |
|
|
CSPAM
28
Cary Street Partners Asset Management
Richmond,
Virginia
| – | -$63.5K | -1,833 | Closed |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| – | -$9.11K | -263 | Closed |
|
|
AWM
30
Accel Wealth Management
Waverly,
Iowa
| – | -$3.46K | -100 | Closed |
|
SIMS Hedge Fund Activity: Q2 2023 in Review
25 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q2 2023, worth a combined $9.05M — down 20% from $11.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SIMS and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $280K. The largest seller was Creative Financial Designs, cutting an estimated $2.48M.
- 25 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q2 2023, down from 26 in Q1 2023.
- Funds reported $9.05M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q2 2023, down 20% quarter-over-quarter.
- 4 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q2 2023 and 5 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $280K added.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q2 2023 was Creative Financial Designs, an estimated $2.48M sold.
Based on aggregated 13F filings for Q2 2023.