State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
10 hedge funds and large institutions have $3.8M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
37% more capital invested
Capital invested by funds: $2.77M → $3.8M (+$1.03M)
4.84% more ownership
Funds ownership: 44.08% → 48.92% (+4.8%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$2.2M |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$133K |
| 3 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
+$111K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$26.6K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$6.42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$93.7K |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$84.3K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
1
Creative Financial Designs
Kokomo,
Indiana
| $2.22M | +$2.2M | +68,641 | New |
|
|
VNA
2
Valley National Advisers
Bethlehem,
Pennsylvania
| $554K | +$133K | +4,135 | +32% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $442K | -$93.7K | -2,918 | -18% |
|
|
3AM
4
3D Asset Management
Hartford,
Connecticut
| $325K | -$84.3K | -2,627 | -21% |
|
|
MAM
5
Meeder Asset Management
Dublin,
Ohio
| $124K | +$111K | +3,456 | +909% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $81K | +$26.6K | +828 | +49% |
|
|
SFSIG
7
San Francisco Sentry Investment Group
San Francisco,
California
| $21K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $19K | – | – | – |
|
|
PFS
9
Prospera Financial Services
Dallas,
Texas
| $6K | +$6.42K | +200 | New |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| $5K | – | – | – |
|
|
11
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$1.39M | -46,502 | Closed |
|
|
OPS
12
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$11K | -380 | Closed |
|
SIMS Hedge Fund Activity: Q3 2020 in Review
10 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q3 2020, worth a combined $3.8M — up 37% from $2.77M a quarter earlier.
Fund positioning in SIMS was balanced in Q3 2020: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Creative Financial Designs, opening a new position worth an estimated $2.2M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $1.39M sold.
- 10 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $3.8M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q3 2020, up 37% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q3 2020 and 2 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q3 2020 was Creative Financial Designs, an estimated $2.2M added.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q3 2020 was Commonwealth Equity Services, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2020.