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State Street SPDR S&P Kensho Intelligent Structures ETF

23 hedge funds and large institutions have $4.09M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less funds holding

Funds holding: 2623 (-3)

17.71% less ownership

Funds ownership: 48.41%30.7% (-18%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

55% less capital invested

Capital invested by funds: $9.06M → $4.09M (-$4.97M)

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SFI Advisors
New Jersey
$1.15M -$546K -16,136 -32%
LPL Financial
2
LPL Financial
California
$519K -$27.9K -824 -5%
OC
3
Oppenheimer & Co
New York
$418K +$425K +12,565 New
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$364K -$14K -413 -4%
FIM
5
Freedom Investment Management
Connecticut
$312K +$68.8K +2,035 +28%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$241K -$14.6K -431 -6%
Bank of America
7
Bank of America
North Carolina
$236K -$13.9K -410 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$217K -$2.91M -85,965 -93%
BMD
9
Better Money Decisions
New Mexico
$215K +$677 +20 +0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$146K -$831K -24,558 -85%
UBS Group
11
UBS Group
Switzerland
$63.8K -$47.6K -1,407 -42%
CAL
12
Capital Analysts LLC
Pennsylvania
$63K +$1.08K +32 +2%
NA
13
NewEdge Advisors
Louisiana
$44.1K -$7.75K -229 -15%
LIA
14
Lynx Investment Advisory
District of Columbia
$22.2K +$22.5K +666 New
CFD
15
Creative Financial Designs
Indiana
$20K +$1.93K +57 +11%
AF
16
Advisornet Financial
Minnesota
$13.9K +$34 +1 +0.2%
Morgan Stanley
17
Morgan Stanley
New York
$12.1K -$34 -1 -0.3%
GRP
18
Global Retirement Partners
California
$9.32K
PCFFS
19
Pacific Center for Financial Services
California
$7.39K +$34 +1 +0.5%
CAS
20
Coppell Advisory Solutions
Texas
$3.33K +$3.38K +100 New
Osaic Holdings
21
Osaic Holdings
Arizona
$3.04K +$34 +1 +1%
PA
22
Parallel Advisors
California
$2.16K
BWL
23
Bogart Wealth LLC
Virginia
$499
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$300K -8,669 Closed
HighTower Advisors
25
HighTower Advisors
Illinois
-$280K -8,084 Closed

SIMS Hedge Fund Activity: Q2 2024 in Review

23 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q2 2024, worth a combined $4.09M — down 55% from $9.06M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SIMS and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 7 added.

The largest buyer was Oppenheimer & Co, opening a new position worth an estimated $425K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.91M.

  • 23 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q2 2024, down from 26 in Q1 2024.
  • Funds reported $4.09M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q2 2024, down 55% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q2 2024 and 6 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q2 2024 was Oppenheimer & Co, an estimated $425K added.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $2.91M sold.

Based on aggregated 13F filings for Q2 2024.