SonicShares Global Shipping ETF
BOAT
13 hedge funds and large institutions have $6.2M invested in SonicShares Global Shipping ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
333% more funds holding
Funds holding: 3 → 13 (+10)
209% more capital invested
Capital invested by funds: $2.01M → $6.2M (+$4.19M)
6.07% more ownership
Funds ownership: 15% → 21.07% (+6.1%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$1.73M |
| 2 |
CQS
Credential Qtrade Securities
Vancouver,
|
+$1.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$624K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$282K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$450K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAN
1
Integrated Advisors Network
Dallas,
Texas
| $1.84M | +$1.73M | +53,387 | New |
|
|
2
Jane Street
New York
| $1.72M | -$450K | -13,900 | -22% |
|
|
CQS
3
Credential Qtrade Securities
Vancouver,
| $1.18M | +$1.1M | +33,870 | New |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $665K | +$624K | +19,264 | New |
|
|
JWCA
5
J.W. Cole Advisors
Tampa,
Florida
| $301K | +$282K | +8,700 | New |
|
|
DADC
6
D.A. Davidson & Co
Great Falls,
Montana
| $247K | +$232K | +7,146 | New |
|
7
Fifth Third Bancorp
Cincinnati,
Ohio
| $127K | – | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $51K | +$42.1K | +1,298 | +759% |
|
9
Morgan Stanley
New York
| $37K | +$35K | +1,081 | New |
|
10
National Bank of Canada
Montreal,
Quebec, Canada
| $9K | +$8.29K | +256 | New |
|
|
GAM
11
Gemmer Asset Management
Walnut Creek,
California
| $7K | +$7.29K | +225 | New |
|
|
IA
12
IFP Advisors
Tampa,
Florida
| $5K | +$6.48K | +200 | New |
|
13
Citigroup
New York
| $3K | +$3.24K | +100 | New |
|
BOAT Hedge Fund Activity: Q1 2022 in Review
13 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SonicShares Global Shipping ETF (BOAT) for Q1 2022, worth a combined $6.2M — up 209% from $2.01M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BOAT positions and 0 closed out — a net gain of 10 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Integrated Advisors Network, opening a new position worth an estimated $1.73M. The largest seller was Jane Street, cutting an estimated $450K.
- 13 institutional investors held SonicShares Global Shipping ETF (BOAT) as of Q1 2022, up from 3 in Q4 2021.
- Funds reported $6.2M of SonicShares Global Shipping ETF stock for Q1 2022, up 209% quarter-over-quarter.
- 10 funds opened new SonicShares Global Shipping ETF positions in Q1 2022 and 0 closed out, a net change of +10 holders.
- The largest SonicShares Global Shipping ETF buyer in Q1 2022 was Integrated Advisors Network, an estimated $1.73M added.
- The largest SonicShares Global Shipping ETF seller in Q1 2022 was Jane Street, an estimated $450K sold.
Based on aggregated 13F filings for Q1 2022.