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State Street SPDR S&P Kensho Smart Mobility ETF

49 hedge funds and large institutions have $8.31M invested in State Street SPDR S&P Kensho Smart Mobility ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.11% less ownership

Funds ownership: 17.38%14.27% (-3.1%)

6% less funds holding

Funds holding: 5249 (-3)

29% less capital invested

Capital invested by funds: $11.6M → $8.31M (-$3.34M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$21.3K -$14.5K -450 -42%
CHC
27
City Holding Co
West Virginia
$20.3K -$1.45K -45 -6%
FFA
28
Farther Finance Advisors
California
$16.8K +$18.4K +571 New
MCC
29
Money Concepts Capital
Florida
$15.3K +$16.8K +520 New
TCOV
30
Trust Company of Vermont
Vermont
$8.1K
ATC
31
Adirondack Trust Company
New York
$7.07K
JIR
32
James Investment Research
Ohio
$6K -$451 -14 -7%
AAG
33
Armstrong Advisory Group
Massachusetts
$5.75K +$6.29K +195 New
CTC
34
Central Trust Company
Missouri
$5.36K
BWM
35
Baystate Wealth Management
Massachusetts
$5K +$32 +1 +0.6%
SC
36
Stephens Consulting
Michigan
$4.71K
GWM
37
Geneos Wealth Management
Colorado
$4.42K
AF
38
Affiance Financial
Minnesota
$4.39K +$4.8K +149 New
HI
39
Harbour Investments
Wisconsin
$3.78K -$9.96K -309 -71%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$3.68K
JP Morgan Chase
41
JP Morgan Chase
New York
$3K +$3.74K +116 New
IAS
42
IMA Advisory Services
Colorado
$1.47K
HIA
43
Harbor Investment Advisory
Maryland
$1.09K
AA
44
Ancora Advisors
Ohio
$1K
CA
45
Centerpoint Advisors
Massachusetts
$1K
PA
46
PSI Advisors
Florida
$943 -$34.1K -1,056 -97%
AWM
47
Abound Wealth Management
Tennessee
$236
Fidelity Investments
48
Fidelity Investments
Massachusetts
$29 +$32 +1 New
BlackRock
49
BlackRock
New York
$17
LWM
50
Laidlaw Wealth Management
New York
-$584K -18,544 Closed

HAIL Hedge Fund Activity: Q4 2022 in Review

49 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) for Q4 2022, worth a combined $8.31M — down 29% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HAIL and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 8 added.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $112K. The largest seller was Laidlaw Wealth Management, exiting entirely with an estimated $584K sold.

  • 49 institutional investors held State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) as of Q4 2022, down from 52 in Q3 2022.
  • Funds reported $8.31M of State Street SPDR S&P Kensho Smart Mobility ETF stock for Q4 2022, down 29% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Kensho Smart Mobility ETF positions in Q4 2022 and 10 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF buyer in Q4 2022 was Advisory Services Network, an estimated $112K added.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF seller in Q4 2022 was Laidlaw Wealth Management, an estimated $584K sold.

Based on aggregated 13F filings for Q4 2022.