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SonicShares Global Shipping ETF
BOAT

13 hedge funds and large institutions have $2.3M invested in SonicShares Global Shipping ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

3% less capital invested

Capital invested by funds: $2.37M → $2.3M (-$68.2K)

1.11% less ownership

Funds ownership: 7.31% → 6.2% (-1.1%)

13% less funds holding

Funds holding: 15 → 13 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFG
Citizens Financial Group
Rhode Island
+$622K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$371K
3
JP Morgan Chase
JP Morgan Chase
New York
+$20.9K
4
AF
Allworth Financial
California
+$11.2K

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$426K
2
AIA
AssuredPartners Investment Advisors
Florida
-$325K
3
Jane Street
Jane Street
New York
-$285K
4
Vontobel Holding
Vontobel Holding
Switzerland
-$263K
5
UBS Group
UBS Group
Switzerland
-$64K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1
Citizens Financial Group
Rhode Island
$1.04M +$622K +22,467 +160%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$923K +$371K +13,375 +70%
HAP
3
Harbor Asset Planning
Massachusetts
$172K +$167K +6,044 New
JP Morgan Chase
4
JP Morgan Chase
New York
$40.7K +$20.9K +755 +112%
CB
5
CNB Bank
Pennsylvania
$28.4K – – –
UBS Group
6
UBS Group
Switzerland
$22.2K -$64K -2,311 -75%
FFA
7
Farther Finance Advisors
California
$19.2K – – –
EWA
8
EverSource Wealth Advisors
Alabama
$16.6K – – –
AF
9
Allworth Financial
California
$11.5K +$11.2K +406 New
Morgan Stanley
10
Morgan Stanley
New York
$7.34K -$18.4K -663 -72%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$7.26K – – –
IA
12
IFP Advisors
Florida
$5.69K – – –
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$2.84K – – –
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
– -$426K -16,195 Closed
AIA
15
AssuredPartners Investment Advisors
Florida
– -$325K -12,347 Closed
Jane Street
16
Jane Street
New York
– -$285K -10,833 Closed
Vontobel Holding
17
Vontobel Holding
Switzerland
– -$263K -10,000 Closed

BOAT Hedge Fund Activity: Q2 2025 in Review

13 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in SonicShares Global Shipping ETF (BOAT) for Q2 2025, worth a combined $2.3M — down 2.9% from $2.37M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BOAT and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 3 added.

The largest buyer was Citizens Financial Group, adding an estimated $622K. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $426K sold.

  • 13 institutional investors held SonicShares Global Shipping ETF (BOAT) as of Q2 2025, down from 15 in Q1 2025.
  • Funds reported $2.3M of SonicShares Global Shipping ETF stock for Q2 2025, down 2.9% quarter-over-quarter.
  • 2 funds opened new SonicShares Global Shipping ETF positions in Q2 2025 and 4 closed out, a net change of -2 holders.
  • The largest SonicShares Global Shipping ETF buyer in Q2 2025 was Citizens Financial Group, an estimated $622K added.
  • The largest SonicShares Global Shipping ETF seller in Q2 2025 was Cetera Investment Advisers, an estimated $426K sold.

Based on aggregated 13F filings for Q2 2025.