SonicShares Global Shipping ETF
BOAT
16 hedge funds and large institutions have $4.3M invested in SonicShares Global Shipping ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 7 closing their positions.
0.49% less ownership
Funds ownership: 13% → 12.51% (-0.49%)
24% less funds holding
Funds holding: 21 → 16 (-5)
32% less capital invested
Capital invested by funds: $6.36M → $4.3M (-$2.06M)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
88% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.01M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$222K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$21.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
-$584K |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$533K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$365K |
| 4 |
Jane Street
New York
|
-$257K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$209K |
BOAT Hedge Fund Activity: Q4 2024 in Review
16 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in SonicShares Global Shipping ETF (BOAT) for Q4 2024, worth a combined $4.3M — down 32% from $6.36M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BOAT and 3 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 1 added.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.01M. The largest seller was Vanguard Capital Wealth Advisors, exiting entirely with an estimated $584K sold.
- 16 institutional investors held SonicShares Global Shipping ETF (BOAT) as of Q4 2024, down from 21 in Q3 2024.
- Funds reported $4.3M of SonicShares Global Shipping ETF stock for Q4 2024, down 32% quarter-over-quarter.
- 3 funds opened new SonicShares Global Shipping ETF positions in Q4 2024 and 7 closed out, a net change of -4 holders.
- The largest SonicShares Global Shipping ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $1.01M added.
- The largest SonicShares Global Shipping ETF seller in Q4 2024 was Vanguard Capital Wealth Advisors, an estimated $584K sold.
Based on aggregated 13F filings for Q4 2024.