We are live on ! Find out more
HAIL icon

State Street SPDR S&P Kensho Smart Mobility ETF
HAIL

63 hedge funds and large institutions have $60.2M invested in State Street SPDR S&P Kensho Smart Mobility ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

29% more capital invested

Capital invested by funds: $46.7M → $60.2M (+$13.5M)

5.32% more ownership

Funds ownership: 20.46% → 25.79% (+5.3%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 65 → 63 (-2)

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$13.7M
2
SL
Systelligence LLC
Minnesota
+$1.48M
3
TI
Tidal Investments
Wisconsin
+$1.31M
4
Bank of America
Bank of America
North Carolina
+$999K
5
LWM
Laidlaw Wealth Management
New York
+$536K

Top Sellers

Rank Fund Capital Flow
1
FEM
Fulcrum Equity Management
Texas
-$2.94M
2
BCM
Brookstone Capital Management
Illinois
-$1.66M
3
PS
Portfolio Strategies
New York
-$682K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$573K
5
LFF
Level Four Financial
Texas
-$566K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$289K +$41.5K +680 +17%
SFSIG
27
San Francisco Sentry Investment Group
California
$263K +$42.4K +695 +20%
GWM
28
Geneos Wealth Management
Colorado
$262K +$72.2K +1,184 +38%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$243K – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$226K +$222K +3,640 New
GWAG
31
Garrett Wealth Advisory Group
Texas
$212K – – –
JIR
32
James Investment Research
Ohio
$210K – – –
OIA
33
Optimum Investment Advisors
Illinois
$192K +$11.8K +193 +7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$175K +$167K +2,733 +3,254%
HI
35
Harbour Investments
Wisconsin
$158K +$25.7K +422 +20%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$158K +$43.9K +720 +39%
CFA
37
Carroll Financial Associates
North Carolina
$150K – – –
Morgan Stanley
38
Morgan Stanley
New York
$143K +$107K +1,748 +312%
ASN
39
Advisory Services Network
Georgia
$111K +$109K +1,784 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$103K +$46.2K +758 +84%
Barclays
41
Barclays
United Kingdom
$89K – – –
GFPC
42
Global Financial Private Client
Florida
$87.4K +$86.3K +1,415 New
TRCT
43
Tower Research Capital (TRC)
New York
$70K -$236K -3,877 -78%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$70K +$30.5K +500 +80%
First Manhattan
45
First Manhattan
New York
$62K – – –
CFN
46
Cordasco Financial Network
Florida
$50K – – –
AWA
47
Arkadios Wealth Advisors
Georgia
$30K – – –
ACA
48
Aptus Capital Advisors
Alabama
$26K -$915 -15 -3%
SWM
49
Spire Wealth Management
Virginia
$26K – – –
AF
50
Allworth Financial
California
$19K +$61 +1 +0.3%
1
2
3

HAIL Hedge Fund Activity: Q2 2021 in Review

63 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) for Q2 2021, worth a combined $60.2M — up 29% from $46.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HAIL and 10 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 26 added.

The largest buyer was Goldman Sachs, adding an estimated $13.7M. The largest seller was Fulcrum Equity Management, exiting entirely with an estimated $2.94M sold.

  • 63 institutional investors held State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) as of Q2 2021, down from 65 in Q1 2021.
  • Funds reported $60.2M of State Street SPDR S&P Kensho Smart Mobility ETF stock for Q2 2021, up 29% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Kensho Smart Mobility ETF positions in Q2 2021 and 11 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF buyer in Q2 2021 was Goldman Sachs, an estimated $13.7M added.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF seller in Q2 2021 was Fulcrum Equity Management, an estimated $2.94M sold.

Based on aggregated 13F filings for Q2 2021.