State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
25 hedge funds and large institutions have $8.31M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.
3.11% more ownership
Funds ownership: 39.05% → 42.16% (+3.1%)
3% more capital invested
Capital invested by funds: $8.08M → $8.31M (+$227K)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$528K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$252K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$219K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$211K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$769K |
| 2 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$415K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$226K |
| 4 |
LPL Financial
San Diego,
California
|
-$91.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$63.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
3LCM
26
3D/L Capital Management
Hartford,
Connecticut
| – | -$239K | -7,515 | Closed |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$226K | -7,112 | Closed |
|
|
RIA
28
Realta Investment Advisors
Wilmington,
Delaware
| – | -$3.6K | -100 | Closed |
|
SIMS Hedge Fund Activity: Q4 2023 in Review
25 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q4 2023, worth a combined $8.31M — up 2.8% from $8.08M a quarter earlier.
Fund positioning in SIMS was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 9 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $528K. The largest seller was Creative Financial Designs, cutting an estimated $769K.
- 25 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $8.31M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q4 2023, up 2.8% quarter-over-quarter.
- 3 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q4 2023 and 3 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $528K added.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q4 2023 was Creative Financial Designs, an estimated $769K sold.
Based on aggregated 13F filings for Q4 2023.