We are live on ! Find out more
SIMS icon

State Street SPDR S&P Kensho Intelligent Structures ETF

32 hedge funds and large institutions have $10.5M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.91% less ownership

Funds ownership: 45.17%42.26% (-2.9%)

6% less funds holding

Funds holding: 3432 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

20% less capital invested

Capital invested by funds: $13.2M → $10.5M (-$2.68M)

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1
Creative Financial Designs
Indiana
$3.05M -$48.4K -1,429 -2%
SA
2
SFI Advisors
New Jersey
$1.73M -$185K -5,474 -9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.64M +$79.8K +2,356 +5%
LPL Financial
4
LPL Financial
California
$859K -$93K -2,746 -9%
Invesco
5
Invesco
Georgia
$422K -$5.56K -164 -1%
CSPIA
6
Cary Street Partners Investment Advisory
Virginia
$395K -$26.4K -779 -6%
Bank of America
7
Bank of America
North Carolina
$344K -$28.3K -835 -7%
WIP
8
WealthCare Investment Partners
Rhode Island
$331K -$403K -11,906 -54%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$331K +$83.2K +2,457 +32%
GIA
10
Gladstone Institutional Advisory
Florida
$280K -$21.8K -642 -7%
BMD
11
Better Money Decisions
New Mexico
$278K +$34 +1 +0%
3LCM
12
3D/L Capital Management
Connecticut
$258K -$1.08K -32 -0.4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$206K +$213K +6,298 New
AP
14
Advisors Preferred
Maryland
$91.4K +$95.2K +2,811 New
CSPAM
15
Cary Street Partners Asset Management
Virginia
$59.9K -$12.4K -365 -17%
BCV
16
Banque Cantonale Vaudoise
Switzerland
$36K +$14.4K +425 +63%
LAM
17
Lakewood Asset Management
Illinois
$36K +$37.3K +1,100 New
Osaic Holdings
18
Osaic Holdings
Arizona
$32K +$34 +1 +0.1%
CAL
19
Capital Analysts LLC
Pennsylvania
$31K +$22.6K +666 +227%
UBS Group
20
UBS Group
Switzerland
$26.6K +$8.91K +263 +48%
GWM
21
Geneos Wealth Management
Colorado
$24.5K
LS
22
Leelyn Smith
Illinois
$19.6K
Morgan Stanley
23
Morgan Stanley
New York
$15.2K
VNA
24
Valley National Advisers
Pennsylvania
$15K
AF
25
Advisornet Financial
Minnesota
$13.4K +$34 +1 +0.2%

SIMS Hedge Fund Activity: Q4 2022 in Review

32 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q4 2022, worth a combined $10.5M — down 20% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SIMS and 7 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $213K. The largest seller was William Blair & Company, exiting entirely with an estimated $867K sold.

  • 32 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q4 2022, down from 34 in Q3 2022.
  • Funds reported $10.5M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q4 2022, down 20% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q4 2022 and 8 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $213K added.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q4 2022 was William Blair & Company, an estimated $867K sold.

Based on aggregated 13F filings for Q4 2022.