SonicShares Global Shipping ETF
BOAT
21 hedge funds and large institutions have $6.36M invested in SonicShares Global Shipping ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 9 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
0.03% more ownership
Funds ownership: 12.97% → 13% (+0.03%)
11% less capital invested
Capital invested by funds: $7.11M → $6.36M (-$753K)
19% less funds holding
Funds holding: 26 → 21 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.1M |
| 2 |
VCWA
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
+$554K |
| 3 |
GS
GTS Securities
New York
|
+$506K |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$207K |
| 5 |
Jane Street
New York
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$824K |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$782K |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$601K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$506K |
| 5 |
FL
FreeGulliver LLC
New Orleans,
Louisiana
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FL
26
FreeGulliver LLC
New Orleans,
Louisiana
| – | -$208K | -5,700 | Closed |
|
|
AWM
27
Axxcess Wealth Management
Carlsbad,
California
| – | -$203K | -5,549 | Closed |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$10K | -262 | Closed |
|
|
HGERS
29
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$7K | -200 | Closed |
|
|
SIS
30
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$3.66K | -100 | Closed |
|
BOAT Hedge Fund Activity: Q3 2024 in Review
21 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SonicShares Global Shipping ETF (BOAT) for Q3 2024, worth a combined $6.36M — down 11% from $7.11M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BOAT and 5 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 6 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $824K sold.
- 21 institutional investors held SonicShares Global Shipping ETF (BOAT) as of Q3 2024, down from 26 in Q2 2024.
- Funds reported $6.36M of SonicShares Global Shipping ETF stock for Q3 2024, down 11% quarter-over-quarter.
- 5 funds opened new SonicShares Global Shipping ETF positions in Q3 2024 and 9 closed out, a net change of -4 holders.
- The largest SonicShares Global Shipping ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $1.1M added.
- The largest SonicShares Global Shipping ETF seller in Q3 2024 was Citadel Advisors, an estimated $824K sold.
Based on aggregated 13F filings for Q3 2024.