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State Street SPDR S&P Kensho Intelligent Structures ETF

25 hedge funds and large institutions have $8.31M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.11% more ownership

Funds ownership: 39.05%42.16% (+3.1%)

3% more capital invested

Capital invested by funds: $8.08M → $8.31M (+$227K)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.82M +$528K +16,658 +26%
SA
2
SFI Advisors
New Jersey
$1.88M -$415K -13,104 -19%
LPL Financial
3
LPL Financial
California
$731K -$91.3K -2,880 -12%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$513K +$252K +7,964 +116%
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$417K -$46.3K -1,462 -11%
BMD
6
Better Money Decisions
New Mexico
$299K +$570 +18 +0.2%
Invesco
7
Invesco
Georgia
$290K -$29.1K -919 -10%
Bank of America
8
Bank of America
North Carolina
$288K -$63.1K -1,990 -19%
FIM
9
Freedom Investment Management
Connecticut
$239K +$219K +6,917 New
HighTower Advisors
10
HighTower Advisors
Illinois
$228K +$211K +6,657 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$213K +$195K +6,148 New
UBS Group
12
UBS Group
Switzerland
$117K +$86.7K +2,737 +417%
NA
13
NewEdge Advisors
Louisiana
$69.6K -$6.66K -210 -9%
CAL
14
Capital Analysts LLC
Pennsylvania
$64K
BCV
15
Banque Cantonale Vaudoise
Switzerland
$39K
Morgan Stanley
16
Morgan Stanley
New York
$27K +$10.2K +322 +70%
CFD
17
Creative Financial Designs
Indiana
$18.3K -$769K -24,278 -98%
AF
18
Advisornet Financial
Minnesota
$14.4K +$32 +1 +0.2%
GWM
19
Geneos Wealth Management
Colorado
$13.8K -$6.34K -200 -33%
PCFFS
20
Pacific Center for Financial Services
California
$7.63K +$32 +1 +0.5%
VNA
21
Valley National Advisers
Pennsylvania
$6K
CAS
22
Coppell Advisory Solutions
Texas
$3.46K
Osaic Holdings
23
Osaic Holdings
Arizona
$3.14K -$37K -1,169 -93%
PA
24
Parallel Advisors
California
$2.25K
BWL
25
Bogart Wealth LLC
Virginia
$519

SIMS Hedge Fund Activity: Q4 2023 in Review

25 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q4 2023, worth a combined $8.31M — up 2.8% from $8.08M a quarter earlier.

Fund positioning in SIMS was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $528K. The largest seller was Creative Financial Designs, cutting an estimated $769K.

  • 25 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $8.31M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q4 2023 and 3 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $528K added.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q4 2023 was Creative Financial Designs, an estimated $769K sold.

Based on aggregated 13F filings for Q4 2023.