State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
12 hedge funds and large institutions have $1.99M invested in State Street SPDR S&P Kensho Intelligent Structures ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
2.85% less ownership
Funds ownership: 25.77% → 22.92% (-2.9%)
14% less funds holding
Funds holding: 14 → 12 (-2)
25% less capital invested
Capital invested by funds: $2.64M → $1.99M (-$656K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$98.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$14.1K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5K |
| 4 |
Morgan Stanley
New York
|
+$33 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$216K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$208K |
| 3 |
LPL Financial
San Diego,
California
|
-$66.2K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$55.4K |
| 5 |
CMMS
Comprehensive Money Management Services
Coral Gables,
Florida
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
SFI Advisors
Montclair,
New Jersey
| $407K | -$8.8K | -264 | -2% |
|
|
FIM
2
Freedom Investment Management
Hartford,
Connecticut
| $404K | +$98.7K | +2,961 | +29% |
|
|
CMMS
3
Comprehensive Money Management Services
Coral Gables,
Florida
| $336K | -$11.7K | -350 | -3% |
|
|
CSP
4
Cary Street Partners
Richmond,
Virginia
| $323K | – | – | – |
|
|
5
LPL Financial
San Diego,
California
| $300K | -$66.2K | -1,986 | -17% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $130K | -$55.4K | -1,662 | -28% |
|
|
7
UBS Group
Zurich,
Switzerland
| $63.1K | +$14.1K | +424 | +26% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $7.46K | +$5K | +150 | +165% |
|
|
PCFFS
9
Pacific Center for Financial Services
San Ramon,
California
| $6.91K | – | – | – |
|
|
10
Morgan Stanley
New York
| $6.08K | +$33 | +1 | +0.5% |
|
|
CFD
11
Creative Financial Designs
Kokomo,
Indiana
| $1.24K | – | – | – |
|
|
BWL
12
Bogart Wealth LLC
Mclean,
Virginia
| $464 | – | – | – |
|
|
13
Envestnet Asset Management
Chicago,
Illinois
| – | -$216K | -6,311 | Closed |
|
|
14
Citadel Advisors
Miami,
Florida
| – | -$208K | -6,099 | Closed |
|
SIMS Hedge Fund Activity: Q1 2025 in Review
12 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) for Q1 2025, worth a combined $1.99M — down 25% from $2.64M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SIMS and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 4 added.
The largest buyer was Freedom Investment Management, adding an estimated $98.7K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $216K sold.
- 12 institutional investors held State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) as of Q1 2025, down from 14 in Q4 2024.
- Funds reported $1.99M of State Street SPDR S&P Kensho Intelligent Structures ETF stock for Q1 2025, down 25% quarter-over-quarter.
- 0 funds opened new State Street SPDR S&P Kensho Intelligent Structures ETF positions in Q1 2025 and 2 closed out, a net change of -2 holders.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF buyer in Q1 2025 was Freedom Investment Management, an estimated $98.7K added.
- The largest State Street SPDR S&P Kensho Intelligent Structures ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $216K sold.
Based on aggregated 13F filings for Q1 2025.