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State Street SPDR S&P Kensho Intelligent Structures ETF

25 hedge funds and large institutions have $8.08M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0.33% more ownership

Funds ownership: 38.72%39.05% (+0.33%)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

11% less capital invested

Capital invested by funds: $9.05M → $8.08M (-$972K)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SFI Advisors
New Jersey
$2.15M +$95.9K +2,745 +4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.06M +$36.5K +1,046 +2%
CFD
3
Creative Financial Designs
Indiana
$789K -$24.8K -711 -3%
LPL Financial
4
LPL Financial
California
$765K -$39.7K -1,135 -5%
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$430K +$59.5K +1,704 +14%
Bank of America
6
Bank of America
North Carolina
$328K -$699 -20 -0.2%
Invesco
7
Invesco
Georgia
$296K -$32.9K -942 -9%
BMD
8
Better Money Decisions
New Mexico
$275K +$978 +28 +0.3%
3LCM
9
3D/L Capital Management
Connecticut
$239K +$3.28K +94 +1%
Citadel Advisors
10
Citadel Advisors
Florida
$226K +$248K +7,112 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$218K +$46K +1,317 +24%
NA
12
NewEdge Advisors
Louisiana
$70.8K -$15.5K -444 -17%
CAL
13
Capital Analysts LLC
Pennsylvania
$59K -$5.55K -159 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$40.1K +$24.6K +703 +126%
BCV
15
Banque Cantonale Vaudoise
Switzerland
$36K
UBS Group
16
UBS Group
Switzerland
$20.9K +$13.2K +377 +135%
GWM
17
Geneos Wealth Management
Colorado
$19.1K
Morgan Stanley
18
Morgan Stanley
New York
$14.6K -$1.01K -29 -6%
AF
19
Advisornet Financial
Minnesota
$13.2K +$35 +1 +0.2%
PCFFS
20
Pacific Center for Financial Services
California
$7.01K
VNA
21
Valley National Advisers
Pennsylvania
$6K -$7.51K -215 -53%
RIA
22
Realta Investment Advisors
Delaware
$3.6K
CAS
23
Coppell Advisory Solutions
Texas
$3.27K
PA
24
Parallel Advisors
California
$2.07K
BWL
25
Bogart Wealth LLC
Virginia
$477

SIMS Hedge Fund Activity: Q3 2023 in Review

25 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q3 2023, worth a combined $8.08M — down 11% from $9.05M a quarter earlier.

Fund positioning in SIMS was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 9 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $248K. The largest seller was Gladstone Institutional Advisory, exiting entirely with an estimated $336K sold.

  • 25 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $8.08M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q3 2023, down 11% quarter-over-quarter.
  • 1 fund opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q3 2023 was Citadel Advisors, an estimated $248K added.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q3 2023 was Gladstone Institutional Advisory, an estimated $336K sold.

Based on aggregated 13F filings for Q3 2023.