State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
7 hedge funds and large institutions have $2.95M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
11.86% less ownership
Funds ownership: 72.15% → 60.28% (-12%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
34% less capital invested
Capital invested by funds: $4.46M → $2.95M (-$1.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$2.15M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$3.9K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$425K |
| 2 |
Jane Street
New York
|
-$393K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$32.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Financial Engines Advisors
Santa Clara,
California
| $1.97M | +$2.15M | +80,449 | New |
|
|
2
Jane Street
New York
| $626K | -$393K | -14,700 | -36% |
|
|
3AM
3
3D Asset Management
Hartford,
Connecticut
| $271K | +$3.9K | +146 | +1% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $43K | -$425K | -15,908 | -90% |
|
|
5
UBS Group
Zurich,
Switzerland
| $21K | -$32.9K | -1,231 | -59% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $18K | +$27 | +1 | +0.1% |
|
|
LPWM
7
Lake Point Wealth Management
Rockwall,
Texas
| $2K | +$2.72K | +102 | New |
|
|
EFS
8
Edelman Financial Services
Fairfax,
Virginia
| – | -$2.25M | -72,580 | Closed |
|
SIMS Hedge Fund Activity: Q4 2018 in Review
7 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q4 2018, worth a combined $2.95M — down 34% from $4.46M a quarter earlier.
Fund positioning in SIMS was balanced in Q4 2018: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $2.15M. The largest seller was Bank of America, cutting an estimated $425K.
- 7 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $2.95M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q4 2018, down 34% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q4 2018 and 2 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $2.15M added.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q4 2018 was Bank of America, an estimated $425K sold.
Based on aggregated 13F filings for Q4 2018.