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State Street SPDR S&P Kensho Intelligent Structures ETF

28 hedge funds and large institutions have $20.7M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

87% more funds holding

Funds holding: 1528 (+13)

76% more capital invested

Capital invested by funds: $11.8M → $20.7M (+$8.94M)

1.52% less ownership

Funds ownership: 52.69%51.17% (-1.5%)

Holders
28
Holders Change
+13
Holders Change %
+86.67%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
9
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.05M +$937K +20,831 +19%
CFD
2
Creative Financial Designs
Indiana
$3.06M -$48.6K -1,081 -2%
William Blair & Company
3
William Blair & Company
Illinois
$2.07M +$1.07M +23,786 +109%
VNA
4
Valley National Advisers
Pennsylvania
$1.92M +$590K +13,108 +45%
RA
5
RFG Advisory
Alabama
$1.86M +$1.84M +40,938 New
Bank of America
6
Bank of America
North Carolina
$914K +$16.6K +369 +2%
FHA
7
Flagship Harbor Advisors
Massachusetts
$740K +$732K +16,282 New
PAG
8
Private Advisor Group
New Jersey
$727K +$720K +15,995 New
MFA
9
Mayflower Financial Advisors
Massachusetts
$436K +$432K +9,594 New
3LCM
10
3D/L Capital Management
Connecticut
$431K +$427K +9,490 New
BMD
11
Better Money Decisions
New Mexico
$384K +$380K +8,449 New
HighTower Advisors
12
HighTower Advisors
Illinois
$314K +$310K +6,882 New
HI
13
Harbour Investments
Wisconsin
$263K +$261K +5,794 New
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$245K +$225 +5 +0.1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$236K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$225K +$4.32K +96 +2%
CAN
17
Cetera Advisor Networks
California
$201K +$199K +4,413 New
MAM
18
Meeder Asset Management
Ohio
$174K -$45 -1 -0%
RWB
19
RMR Wealth Builders
New Jersey
$135K +$134K +2,977 New
Osaic Holdings
20
Osaic Holdings
Arizona
$126K +$84.3K +1,873 +206%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$43K +$42.3K +940 New
SFSIG
22
San Francisco Sentry Investment Group
California
$42K +$12.1K +270 +41%
AF
23
Advisornet Financial
Minnesota
$26K
Morgan Stanley
24
Morgan Stanley
New York
$23K +$5.17K +115 +30%
BCV
25
Banque Cantonale Vaudoise
Switzerland
$20K +$19.8K +440 New

SIMS Hedge Fund Activity: Q1 2021 in Review

28 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q1 2021, worth a combined $20.7M — up 76% from $11.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SIMS positions and 1 closed out — a net gain of 13 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $1.84M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $240K sold.

  • 28 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q1 2021, up from 15 in Q4 2020.
  • Funds reported $20.7M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q1 2021, up 76% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q1 2021 and 1 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q1 2021 was RFG Advisory, an estimated $1.84M added.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q1 2021 was Susquehanna International Group, an estimated $240K sold.

Based on aggregated 13F filings for Q1 2021.