We are live on ! Find out more
BOAT icon

SonicShares Global Shipping ETF
BOAT

26 hedge funds and large institutions have $7.11M invested in SonicShares Global Shipping ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

44% more funds holding

Funds holding: 18 → 26 (+8)

38% more capital invested

Capital invested by funds: $5.16M → $7.11M (+$1.96M)

1.16% more ownership

Funds ownership: 11.81% → 12.97% (+1.2%)

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
5
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$778K
2
CIA
Concurrent Investment Advisors
Florida
+$737K
3
FS
Ferguson Shapiro
Georgia
+$567K
4
NA
NewEdge Advisors
Louisiana
+$497K
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$494K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.32M
2
GS
GTS Securities
New York
-$919K
3
FLC
Fifth Lane Capital
Texas
-$286K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$221K
5
UBS Group
UBS Group
Switzerland
-$66K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$1.03M -$1.32M -38,341 -58%
Citadel Advisors
2
Citadel Advisors
Florida
$824K +$778K +22,545 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$790K +$40K +1,160 +6%
CIA
4
Concurrent Investment Advisors
Florida
$782K +$737K +21,380 New
FS
5
Ferguson Shapiro
Georgia
$601K +$567K +16,443 New
NA
6
NewEdge Advisors
Louisiana
$527K +$497K +14,417 New
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$524K +$494K +14,320 New
PFS
8
Prospera Financial Services
Texas
$506K +$113K +3,273 +31%
SFP
9
Sweet Financial Partners
Minnesota
$339K – – –
JIP
10
Jaffetilchin Investment Partners
Florida
$337K -$15K -434 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$214K +$202K +5,861 New
FL
12
FreeGulliver LLC
Louisiana
$208K +$197K +5,700 New
AWM
13
Axxcess Wealth Management
California
$203K +$191K +5,549 New
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$91.6K – – –
Morgan Stanley
15
Morgan Stanley
New York
$31K +$9.87K +286 +51%
IGWM
16
ICA Group Wealth Management
Colorado
$30.7K – – –
EWA
17
EverSource Wealth Advisors
Alabama
$26.8K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$10K +$4.17K +121 +86%
SWM
19
Spire Wealth Management
Virginia
$9.14K +$8.62K +250 New
IA
20
IFP Advisors
Florida
$7.31K – – –
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
$7K +$6.9K +200 New
CFD
22
Creative Financial Designs
Indiana
$5.64K +$69 +2 +1%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.06K +$3.83K +111 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$3.81K +$3.45K +100 New
SIS
25
Sound Income Strategies
Florida
$3.66K +$3.45K +100 New
1
2

BOAT Hedge Fund Activity: Q2 2024 in Review

26 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SonicShares Global Shipping ETF (BOAT) for Q2 2024, worth a combined $7.11M — up 38% from $5.16M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BOAT positions and 4 closed out — a net gain of 9 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $778K. The largest seller was Jane Street, cutting an estimated $1.32M.

  • 26 institutional investors held SonicShares Global Shipping ETF (BOAT) as of Q2 2024, up from 18 in Q1 2024.
  • Funds reported $7.11M of SonicShares Global Shipping ETF stock for Q2 2024, up 38% quarter-over-quarter.
  • 13 funds opened new SonicShares Global Shipping ETF positions in Q2 2024 and 4 closed out, a net change of +9 holders.
  • The largest SonicShares Global Shipping ETF buyer in Q2 2024 was Citadel Advisors, an estimated $778K added.
  • The largest SonicShares Global Shipping ETF seller in Q2 2024 was Jane Street, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2024.