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State Street SPDR S&P Kensho Smart Mobility ETF

65 hedge funds and large institutions have $46.7M invested in State Street SPDR S&P Kensho Smart Mobility ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 2

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

141% more funds holding

Funds holding: 2765 (+38)

85% more capital invested

Capital invested by funds: $25.3M → $46.7M (+$21.4M)

3.88% less ownership

Funds ownership: 24.35%20.46% (-3.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
+38
Holders Change %
+140.74%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
16
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$354K +$367K +5,795 New
TRCT
27
Tower Research Capital (TRC)
New York
$305K +$316K +4,998 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$243K
Stifel Financial
29
Stifel Financial
Missouri
$243K +$252K +3,981 New
AWM
30
AE Wealth Management
Kansas
$219K +$227K +3,581 New
RG
31
Rikoon Group
New Mexico
$219K +$228K +3,595 New
SFSIG
32
San Francisco Sentry Investment Group
California
$216K +$37.7K +595 +20%
GWAG
33
Garrett Wealth Advisory Group
Texas
$208K +$216K +3,414 New
JIR
34
James Investment Research
Ohio
$206K +$214K +3,380 New
GWM
35
Geneos Wealth Management
Colorado
$188K +$14.4K +227 +8%
OIA
36
Optimum Investment Advisors
Illinois
$177K
CFA
37
Carroll Financial Associates
North Carolina
$147K +$153K +2,421 New
HI
38
Harbour Investments
Wisconsin
$130K +$135K +2,125 New
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K +$36.5K +576 +46%
Barclays
40
Barclays
United Kingdom
$87K +$90.5K +1,430 New
First Manhattan
41
First Manhattan
New York
$61K +$63.3K +1,000 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$55K +$6.33K +100 +13%
CFN
43
Cordasco Financial Network
Florida
$49K +$51.3K +810 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$39K -$949 -15 -2%
Morgan Stanley
45
Morgan Stanley
New York
$34K +$8.73K +138 +33%
AWA
46
Arkadios Wealth Advisors
Georgia
$30K +$31.4K +496 New
SWM
47
Spire Wealth Management
Virginia
$26K +$26.6K +420 New
ACA
48
Aptus Capital Advisors
Alabama
$26K +$27.5K +434 New
TWA
49
TCI Wealth Advisors
Arizona
$24K
AF
50
Allworth Financial
California
$18K +$63 +1 +0.3%

HAIL Hedge Fund Activity: Q1 2021 in Review

65 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) for Q1 2021, worth a combined $46.7M — up 85% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HAIL positions and 2 closed out — a net gain of 38 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $3.05M. The largest seller was Retirement Capital Strategies, cutting an estimated $10.3M.

  • 65 institutional investors held State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) as of Q1 2021, up from 27 in Q4 2020.
  • Funds reported $46.7M of State Street SPDR S&P Kensho Smart Mobility ETF stock for Q1 2021, up 85% quarter-over-quarter.
  • 40 funds opened new State Street SPDR S&P Kensho Smart Mobility ETF positions in Q1 2021 and 2 closed out, a net change of +38 holders.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF buyer in Q1 2021 was Fulcrum Equity Management, an estimated $3.05M added.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF seller in Q1 2021 was Retirement Capital Strategies, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2021.