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State Street SPDR S&P Kensho Intelligent Structures ETF

15 hedge funds and large institutions have $2.67M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.26% less ownership

Funds ownership: 30.7%23.44% (-7.3%)

35% less capital invested

Capital invested by funds: $4.09M → $2.67M (-$1.42M)

35% less funds holding

Funds holding: 2315 (-8)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

Holders
15
Holders Change
-8
Holders Change %
-34.78%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SFI Advisors
New Jersey
$515K -$674K -19,704 -57%
LPL Financial
2
LPL Financial
California
$421K -$116K -3,382 -22%
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$378K
FIM
4
Freedom Investment Management
Connecticut
$318K -$4.55K -133 -1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$238K +$235K +6,888 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$222K -$26.9K -788 -11%
Bank of America
7
Bank of America
North Carolina
$222K -$22.5K -658 -9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$217K -$8.44K -247 -4%
UBS Group
9
UBS Group
Switzerland
$67.9K +$1.81K +53 +3%
NA
10
NewEdge Advisors
Louisiana
$32.6K -$13K -380 -29%
CFD
11
Creative Financial Designs
Indiana
$18K -$2.67K -78 -13%
PCFFS
12
Pacific Center for Financial Services
California
$7.68K +$34 +1 +0.5%
Morgan Stanley
13
Morgan Stanley
New York
$6.73K -$5.74K -168 -46%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.17K
BWL
15
Bogart Wealth LLC
Virginia
$517
OC
16
Oppenheimer & Co
New York
-$418K -12,565 Closed
BMD
17
Better Money Decisions
New Mexico
-$215K -6,458 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
-$146K -4,394 Closed
CAL
19
Capital Analysts LLC
Pennsylvania
-$63K -1,895 Closed
LIA
20
Lynx Investment Advisory
District of Columbia
-$22.2K -666 Closed
AF
21
Advisornet Financial
Minnesota
-$13.9K -417 Closed
GRP
22
Global Retirement Partners
California
-$9.32K -280 Closed
CAS
23
Coppell Advisory Solutions
Texas
-$3.33K -100 Closed
PA
24
Parallel Advisors
California
-$2.16K -65 Closed

SIMS Hedge Fund Activity: Q3 2024 in Review

15 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q3 2024, worth a combined $2.67M — down 35% from $4.09M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SIMS and 1 opened new positions — a net loss of 8 holders — while 9 trimmed existing stakes and 2 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $235K. The largest seller was SFI Advisors, cutting an estimated $674K.

  • 15 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q3 2024, down from 23 in Q2 2024.
  • Funds reported $2.67M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q3 2024, down 35% quarter-over-quarter.
  • 1 fund opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q3 2024 and 9 closed out, a net change of -8 holders.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $235K added.
  • The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q3 2024 was SFI Advisors, an estimated $674K sold.

Based on aggregated 13F filings for Q3 2024.