State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
10 hedge funds and large institutions have $2.77M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
13.21% less ownership
Funds ownership: 57.29% → 44.08% (-13%)
23% less capital invested
Capital invested by funds: $3.58M → $2.77M (-$807K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$447K |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$80.4K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$21.3K |
| 4 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
+$10.2K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$10.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$1.41M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$409K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$74K |
| 4 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$71K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.39M | -$409K | -15,193 | -25% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $496K | +$447K | +16,574 | New |
|
|
VNA
3
Valley National Advisers
Bethlehem,
Pennsylvania
| $388K | +$80.4K | +2,983 | +30% |
|
|
3AM
4
3D Asset Management
Hartford,
Connecticut
| $379K | -$71K | -2,633 | -17% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $50K | +$21.3K | +791 | +89% |
|
|
SFSIG
6
San Francisco Sentry Investment Group
San Francisco,
California
| $20K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $18K | -$34.2K | -1,268 | -68% |
|
|
MAM
8
Meeder Asset Management
Dublin,
Ohio
| $11K | +$10.2K | +380 | New |
|
|
OPS
9
Orion Portfolio Solutions
Omaha,
Nebraska
| $11K | +$10.2K | +380 | New |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| $5K | – | – | – |
|
|
11
Financial Engines Advisors
Santa Clara,
California
| – | -$1.41M | -60,914 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$74K | -3,215 | Closed |
|
SIMS Hedge Fund Activity: Q2 2020 in Review
10 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q2 2020, worth a combined $2.77M — down 23% from $3.58M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SIMS positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $447K. The largest seller was Financial Engines Advisors, exiting entirely with an estimated $1.41M sold.
- 10 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q2 2020, up from 9 in Q1 2020.
- Funds reported $2.77M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q2 2020, down 23% quarter-over-quarter.
- 3 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q2 2020 and 2 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $447K added.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q2 2020 was Financial Engines Advisors, an estimated $1.41M sold.
Based on aggregated 13F filings for Q2 2020.