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State Street SPDR S&P Kensho Intelligent Structures ETF

25 hedge funds and large institutions have $9.05M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

4% less funds holding

Funds holding: 2625 (-1)

4.89% less ownership

Funds ownership: 43.61%38.72% (-4.9%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

20% less capital invested

Capital invested by funds: $11.3M → $9.05M (-$2.27M)

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SFI Advisors
New Jersey
$2.33M +$122K +3,611 +6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.29M +$280K +8,302 +15%
CFD
3
Creative Financial Designs
Indiana
$918K -$2.48M -73,599 -74%
LPL Financial
4
LPL Financial
California
$905K -$34 -1 -0%
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$425K -$7.75K -230 -2%
Bank of America
6
Bank of America
North Carolina
$372K -$5.19K -154 -1%
Invesco
7
Invesco
Georgia
$368K -$83.3K -2,474 -19%
GIA
8
Gladstone Institutional Advisory
Florida
$336K +$20.3K +602 +7%
BMD
9
Better Money Decisions
New Mexico
$309K +$1.48K +44 +0.5%
3LCM
10
3D/L Capital Management
Connecticut
$267K +$6.87K +204 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$199K +$128K +3,800 +218%
NA
12
NewEdge Advisors
Louisiana
$96K
CAL
13
Capital Analysts LLC
Pennsylvania
$73K +$1.11K +33 +2%
BCV
14
Banque Cantonale Vaudoise
Switzerland
$39K
GWM
15
Geneos Wealth Management
Colorado
$21.6K -$5.05K -150 -20%
Osaic Holdings
16
Osaic Holdings
Arizona
$20.1K -$17.9K -531 -49%
Morgan Stanley
17
Morgan Stanley
New York
$17.6K +$1.21K +36 +8%
VNA
18
Valley National Advisers
Pennsylvania
$15K
AF
19
Advisornet Financial
Minnesota
$14.8K +$67 +2 +0.5%
UBS Group
20
UBS Group
Switzerland
$10.1K +$9.43K +280 New
PCFFS
21
Pacific Center for Financial Services
California
$7.9K +$67 +2 +0.9%
RIA
22
Realta Investment Advisors
Delaware
$3.6K +$3.37K +100 New
CAS
23
Coppell Advisory Solutions
Texas
$3.56K +$3.37K +100 New
PA
24
Parallel Advisors
California
$2.34K
BWL
25
Bogart Wealth LLC
Virginia
$539 +$505 +15 New

SIMS Hedge Fund Activity: Q2 2023 in Review

25 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q2 2023, worth a combined $9.05M — down 20% from $11.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SIMS and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $280K. The largest seller was Creative Financial Designs, cutting an estimated $2.48M.

  • 25 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q2 2023, down from 26 in Q1 2023.
  • Funds reported $9.05M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q2 2023, down 20% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q2 2023 and 5 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $280K added.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q2 2023 was Creative Financial Designs, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2023.