SonicShares Global Shipping ETF
BOAT
16 hedge funds and large institutions have $2.56M invested in SonicShares Global Shipping ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
11.42% less ownership
Funds ownership: 17.4% → 5.98% (-11%)
67% less capital invested
Capital invested by funds: $7.86M → $2.56M (-$5.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$125K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$15.9K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.09K |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$6.98K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$5.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$3.35M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.02M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$825K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$249K |
| 5 |
WI
Westbourne Investments
Arlington,
Virginia
|
-$37.7K |
BOAT Hedge Fund Activity: Q4 2025 in Review
16 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in SonicShares Global Shipping ETF (BOAT) for Q4 2025, worth a combined $2.56M — down 67% from $7.86M a quarter earlier.
Fund positioning in BOAT was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $125K. The largest seller was HighTower Advisors, exiting entirely with an estimated $3.35M sold.
- 16 institutional investors held SonicShares Global Shipping ETF (BOAT) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $2.56M of SonicShares Global Shipping ETF stock for Q4 2025, down 67% quarter-over-quarter.
- 4 funds opened new SonicShares Global Shipping ETF positions in Q4 2025 and 4 closed out, a net change of 0 holders.
- The largest SonicShares Global Shipping ETF buyer in Q4 2025 was Osaic Holdings, an estimated $125K added.
- The largest SonicShares Global Shipping ETF seller in Q4 2025 was HighTower Advisors, an estimated $3.35M sold.
Based on aggregated 13F filings for Q4 2025.