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State Street SPDR S&P Kensho Intelligent Structures ETF

26 hedge funds and large institutions have $11.3M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $10.5M → $11.3M (+$779K)

1.35% more ownership

Funds ownership: 42.26%43.61% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

19% less funds holding

Funds holding: 3226 (-6)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
26
Holders Change
-6
Holders Change %
-18.75%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1
Creative Financial Designs
Indiana
$3.43M +$204K +5,836 +6%
SA
2
SFI Advisors
New Jersey
$2.12M +$294K +8,405 +16%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.92M +$184K +5,274 +10%
LPL Financial
4
LPL Financial
California
$871K -$39.4K -1,128 -4%
Invesco
5
Invesco
Georgia
$440K -$7.38K -211 -2%
CSPIA
6
Cary Street Partners Investment Advisory
Virginia
$417K -$1.08K -31 -0.3%
Bank of America
7
Bank of America
North Carolina
$363K -$1.01K -29 -0.3%
GIA
8
Gladstone Institutional Advisory
Florida
$302K +$6.15K +176 +2%
BMD
9
Better Money Decisions
New Mexico
$296K +$1.36K +39 +0.5%
3LCM
10
3D/L Capital Management
Connecticut
$250K -$24.2K -691 -9%
Citadel Advisors
11
Citadel Advisors
Florida
$229K +$231K +6,608 New
WIP
12
WealthCare Investment Partners
Rhode Island
$227K -$125K -3,586 -35%
NA
13
NewEdge Advisors
Louisiana
$92.4K
CAL
14
Capital Analysts LLC
Pennsylvania
$69K +$35.9K +1,028 +107%
CSPAM
15
Cary Street Partners Asset Management
Virginia
$63.5K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$60K -$293K -8,381 -83%
BCV
17
Banque Cantonale Vaudoise
Switzerland
$39K
Osaic Holdings
18
Osaic Holdings
Arizona
$37.3K +$4.65K +133 +14%
GWM
19
Geneos Wealth Management
Colorado
$26K
Morgan Stanley
20
Morgan Stanley
New York
$15.7K -$420 -12 -3%
AF
21
Advisornet Financial
Minnesota
$14.2K +$70 +2 +0.5%
VNA
22
Valley National Advisers
Pennsylvania
$13K -$1.26K -36 -8%
ASN
23
Advisory Services Network
Georgia
$9.11K +$2.03K +58 +28%
PCFFS
24
Pacific Center for Financial Services
California
$7.57K +$7.62K +218 New
AWM
25
Accel Wealth Management
Iowa
$3.46K

SIMS Hedge Fund Activity: Q1 2023 in Review

26 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q1 2023, worth a combined $11.3M — up 7.4% from $10.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SIMS and 2 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was SFI Advisors, adding an estimated $294K. The largest seller was Royal Bank of Canada, cutting an estimated $293K.

  • 26 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q1 2023, down from 32 in Q4 2022.
  • Funds reported $11.3M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q1 2023, up 7.4% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q1 2023 and 8 closed out, a net change of -6 holders.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q1 2023 was SFI Advisors, an estimated $294K added.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $293K sold.

Based on aggregated 13F filings for Q1 2023.