SonicShares Global Shipping ETF
BOAT
15 hedge funds and large institutions have $4.14M invested in SonicShares Global Shipping ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
15% more funds holding
Funds holding: 13 → 15 (+2)
3.43% less ownership
Funds ownership: 23.12% → 19.69% (-3.4%)
11% less capital invested
Capital invested by funds: $4.67M → $4.14M (-$535K)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$403K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$64.8K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$27K |
| 4 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$24.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.15M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$87.1K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$31.5K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$17.7K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.1K |
BOAT Hedge Fund Activity: Q1 2023 in Review
15 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SonicShares Global Shipping ETF (BOAT) for Q1 2023, worth a combined $4.14M — down 11% from $4.67M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BOAT positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Jaffetilchin Investment Partners, opening a new position worth an estimated $403K. The largest seller was Jane Street, cutting an estimated $1.15M.
- 15 institutional investors held SonicShares Global Shipping ETF (BOAT) as of Q1 2023, up from 13 in Q4 2022.
- Funds reported $4.14M of SonicShares Global Shipping ETF stock for Q1 2023, down 11% quarter-over-quarter.
- 4 funds opened new SonicShares Global Shipping ETF positions in Q1 2023 and 2 closed out, a net change of +2 holders.
- The largest SonicShares Global Shipping ETF buyer in Q1 2023 was Jaffetilchin Investment Partners, an estimated $403K added.
- The largest SonicShares Global Shipping ETF seller in Q1 2023 was Jane Street, an estimated $1.15M sold.
Based on aggregated 13F filings for Q1 2023.