State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
8 hedge funds and large institutions have $5.75M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
95% more capital invested
Capital invested by funds: $2.95M → $5.75M (+$2.8M)
14% more funds holding
Funds holding: 7 → 8 (+1)
8.3% more ownership
Funds ownership: 60.28% → 68.58% (+8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.96M |
| 2 |
Jane Street
New York
|
+$453K |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$116K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$40.3K |
| 5 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$23.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$213K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Financial Engines Advisors
Santa Clara,
California
| $2.03M | -$213K | -7,683 | -10% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.98M | +$1.96M | +70,791 | New |
|
|
3
Jane Street
New York
| $1.17M | +$453K | +16,386 | +64% |
|
|
3AM
4
3D Asset Management
Hartford,
Connecticut
| $333K | +$23.9K | +865 | +8% |
|
|
VNA
5
Valley National Advisers
Bethlehem,
Pennsylvania
| $118K | +$116K | +4,206 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $90K | +$40.3K | +1,457 | +82% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $21K | – | – | – |
|
|
LPWM
8
Lake Point Wealth Management
Rockwall,
Texas
| $3K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$21K | -848 | Closed |
|
SIMS Hedge Fund Activity: Q1 2019 in Review
8 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q1 2019, worth a combined $5.75M — up 95% from $2.95M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SIMS positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.96M. The largest seller was Financial Engines Advisors, cutting an estimated $213K.
- 8 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q1 2019, up from 7 in Q4 2018.
- Funds reported $5.75M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q1 2019, up 95% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q1 2019 and 1 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q1 2019 was Commonwealth Equity Services, an estimated $1.96M added.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q1 2019 was Financial Engines Advisors, an estimated $213K sold.
Based on aggregated 13F filings for Q1 2019.