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State Street SPDR S&P Kensho Intelligent Structures ETF

26 hedge funds and large institutions have $9.06M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

9% more capital invested

Capital invested by funds: $8.31M → $9.06M (+$755K)

6.25% more ownership

Funds ownership: 42.16%48.41% (+6.2%)

4% more funds holding

Funds holding: 2526 (+1)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.21M +$366K +10,985 +13%
SA
2
SFI Advisors
New Jersey
$1.76M -$124K -3,719 -7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1M +$471K +14,125 +95%
LPL Financial
4
LPL Financial
California
$569K -$158K -4,734 -22%
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$394K -$23.2K -696 -6%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$300K +$289K +8,669 New
HighTower Advisors
7
HighTower Advisors
Illinois
$280K +$47.6K +1,427 +21%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$266K +$50.7K +1,521 +25%
Bank of America
9
Bank of America
North Carolina
$260K -$27.1K -813 -10%
FIM
10
Freedom Investment Management
Connecticut
$254K +$13.7K +410 +6%
BMD
11
Better Money Decisions
New Mexico
$223K -$73.7K -2,209 -26%
Invesco
12
Invesco
Georgia
$222K -$65.3K -1,957 -23%
UBS Group
13
UBS Group
Switzerland
$115K -$2.37K -71 -2%
CAL
14
Capital Analysts LLC
Pennsylvania
$65K +$33 +1 +0.1%
NA
15
NewEdge Advisors
Louisiana
$53.9K -$15.3K -460 -23%
CFD
16
Creative Financial Designs
Indiana
$18.8K +$467 +14 +3%
AF
17
Advisornet Financial
Minnesota
$14.4K +$33 +1 +0.2%
Morgan Stanley
18
Morgan Stanley
New York
$12.6K -$13.9K -418 -53%
GRP
19
Global Retirement Partners
California
$9.71K +$9.34K +280 New
GWM
20
Geneos Wealth Management
Colorado
$8.66K -$5K -150 -38%
PCFFS
21
Pacific Center for Financial Services
California
$7.67K
VNA
22
Valley National Advisers
Pennsylvania
$6K
RIA
23
Realta Investment Advisors
Delaware
$3.47K +$3.34K +100 New
Osaic Holdings
24
Osaic Holdings
Arizona
$3.16K
PA
25
Parallel Advisors
California
$2.25K

SIMS Hedge Fund Activity: Q1 2024 in Review

26 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q1 2024, worth a combined $9.06M — up 9.1% from $8.31M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SIMS positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $471K. The largest seller was LPL Financial, cutting an estimated $158K.

  • 26 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q1 2024, up from 25 in Q4 2023.
  • Funds reported $9.06M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q1 2024, up 9.1% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $471K added.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q1 2024 was LPL Financial, an estimated $158K sold.

Based on aggregated 13F filings for Q1 2024.