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State Street SPDR S&P Kensho Smart Mobility ETF
HAIL

43 hedge funds and large institutions have $7.02M invested in State Street SPDR S&P Kensho Smart Mobility ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% less ownership

Funds ownership: 14.27% → 12.85% (-1.4%)

12% less funds holding

Funds holding: 49 → 43 (-6)

15% less capital invested

Capital invested by funds: $8.31M → $7.02M (-$1.28M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.01M
2
WWM
WJ Wealth Management
Arizona
+$1.01M
3
Morgan Stanley
Morgan Stanley
New York
+$169K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$124K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$32.5K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.14M
2
VFM
Valley Financial Management
New York
-$1.12M
3
VNA
Valley National Advisers
Pennsylvania
-$422K
4
AWM
Activest Wealth Management
Florida
-$261K
5
Goldman Sachs
Goldman Sachs
New York
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$6.23K +$7.13K +215 New
JIR
27
James Investment Research
Ohio
$6K – – –
CTC
28
Central Trust Company
Missouri
$5.79K – – –
BWM
29
Baystate Wealth Management
Massachusetts
$5.72K – – –
SC
30
Stephens Consulting
Michigan
$5.09K – – –
GWM
31
Geneos Wealth Management
Colorado
$4.77K – – –
VNA
32
Valley National Advisers
Pennsylvania
$4K -$422K -12,724 -99%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$3.98K – – –
JP Morgan Chase
34
JP Morgan Chase
New York
$3.69K – – –
HI
35
Harbour Investments
Wisconsin
$2.49K -$1.66K -50 -39%
AA
36
Addison Advisors
Vermont
$2.07K +$2.15K +65 New
CA
37
Centerpoint Advisors
Massachusetts
$2K – – –
IAS
38
IMA Advisory Services
Colorado
$1.59K – – –
KM
39
Kalos Management
Georgia
$1.46K +$1.52K +46 New
AA
40
Ancora Advisors
Ohio
$1.35K – – –
PA
41
PSI Advisors
Florida
$1.02K – – –
AWM
42
Abound Wealth Management
Tennessee
$255 – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$204 -$116K -3,502 -35%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
– -$1.14M -38,679 Closed
VFM
45
Valley Financial Management
New York
– -$1.12M -37,882 Closed
Goldman Sachs
46
Goldman Sachs
New York
– -$204K -6,931 Closed
AWM
47
Activest Wealth Management
Florida
– -$261K -6,547 Closed
MCC
48
Money Concepts Capital
Florida
– -$15.3K -520 Closed
AAG
49
Armstrong Advisory Group
Massachusetts
– -$5.75K -195 Closed
AF
50
Affiance Financial
Minnesota
– -$4.39K -149 Closed
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HAIL Hedge Fund Activity: Q1 2023 in Review

43 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) for Q1 2023, worth a combined $7.02M — down 15% from $8.31M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HAIL and 4 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was LPL Financial, adding an estimated $1.01M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.14M sold.

  • 43 institutional investors held State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) as of Q1 2023, down from 49 in Q4 2022.
  • Funds reported $7.02M of State Street SPDR S&P Kensho Smart Mobility ETF stock for Q1 2023, down 15% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Kensho Smart Mobility ETF positions in Q1 2023 and 10 closed out, a net change of -6 holders.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF buyer in Q1 2023 was LPL Financial, an estimated $1.01M added.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2023.