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State Street SPDR S&P Kensho Intelligent Structures ETF

34 hedge funds and large institutions have $24.5M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

21% more funds holding

Funds holding: 2834 (+6)

18% more capital invested

Capital invested by funds: $20.7M → $24.5M (+$3.81M)

5.01% less ownership

Funds ownership: 51.17%46.16% (-5%)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
1
William Blair & Company
Illinois
$5.52M +$3.27M +69,856 +153%
CFD
2
Creative Financial Designs
Indiana
$3.19M -$39.6K -845 -1%
RA
3
RFG Advisory
Alabama
$2.57M +$598K +12,769 +31%
VNA
4
Valley National Advisers
Pennsylvania
$2.26M +$238K +5,087 +12%
LPL Financial
5
LPL Financial
California
$1.86M -$4.42M -94,378 -71%
Bank of America
6
Bank of America
North Carolina
$1.12M +$157K +3,350 +17%
NA
7
NewEdge Advisors
Louisiana
$1.07M +$1.04M +22,299 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$988K +$724K +15,463 +297%
PAG
9
Private Advisor Group
New Jersey
$866K +$99K +2,115 +13%
3LCM
10
3D/L Capital Management
Connecticut
$501K +$45.8K +979 +10%
Citadel Advisors
11
Citadel Advisors
Florida
$436K +$427K +9,110 New
MFA
12
Mayflower Financial Advisors
Massachusetts
$428K -$30.5K -651 -7%
BMD
13
Better Money Decisions
New Mexico
$406K +$1.78K +38 +0.4%
EH
14
Equitable Holdings
New York
$400K +$392K +8,375 New
TI
15
Tidal Investments
Wisconsin
$329K +$322K +6,886 New
HighTower Advisors
16
HighTower Advisors
Illinois
$328K -$2.11K -45 -0.7%
HI
17
Harbour Investments
Wisconsin
$310K +$32.3K +690 +12%
TRCT
18
Tower Research Capital (TRC)
New York
$272K +$266K +5,683 New
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$266K +$7.91K +169 +3%
CAN
20
Cetera Advisor Networks
California
$245K +$33.1K +707 +16%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$225K +$221K +4,712 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$224K -$12.5K -268 -5%
MAM
23
Meeder Asset Management
Ohio
$183K
ASN
24
Advisory Services Network
Georgia
$166K +$162K +3,463 New
Osaic Holdings
25
Osaic Holdings
Arizona
$159K +$25.9K +554 +20%

SIMS Hedge Fund Activity: Q2 2021 in Review

34 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q2 2021, worth a combined $24.5M — up 18% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SIMS positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was William Blair & Company, adding an estimated $3.27M. The largest seller was LPL Financial, cutting an estimated $4.42M.

  • 34 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q2 2021, up from 28 in Q1 2021.
  • Funds reported $24.5M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q2 2021 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q2 2021 was William Blair & Company, an estimated $3.27M added.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q2 2021 was LPL Financial, an estimated $4.42M sold.

Based on aggregated 13F filings for Q2 2021.