We are live on ! Find out more
HAIL icon

State Street SPDR S&P Kensho Smart Mobility ETF
HAIL

37 hedge funds and large institutions have $7.33M invested in State Street SPDR S&P Kensho Smart Mobility ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

62% more capital invested

Capital invested by funds: $4.53M → $7.33M (+$2.8M)

6.51% more ownership

Funds ownership: 8.35% → 14.86% (+6.5%)

6% more funds holding

Funds holding: 35 → 37 (+2)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GBWM
Granite Bay Wealth Management
New Hampshire
+$3.07M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$293K
3
Bank of America
Bank of America
North Carolina
+$139K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$122K
5
CAL
Capital Analysts LLC
Pennsylvania
+$55.5K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$172K
2
FCMT
Founders Capital Management (Texas)
Texas
-$88.4K
3
Osaic Holdings
Osaic Holdings
Arizona
-$85.4K
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$84K
5
LPL Financial
LPL Financial
California
-$42K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
Baystate Wealth Management
Massachusetts
$5.63K +$67 +2 +1%
GWM
27
Geneos Wealth Management
Colorado
$4.63K – – –
VNA
28
Valley National Advisers
Pennsylvania
$4K – – –
GRP
29
Global Retirement Partners
California
$2.99K +$3.37K +100 New
CTC
30
Central Trust Company
Missouri
$2.47K -$539 -16 -17%
HI
31
Harbour Investments
Wisconsin
$2.42K – – –
CA
32
Centerpoint Advisors
Massachusetts
$2K – – –
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.54K -$84K -2,493 -98%
IAS
34
IMA Advisory Services
Colorado
$1.54K – – –
AA
35
Ancora Advisors
Ohio
$1.33K – – –
PA
36
PSI Advisors
Florida
$988 – – –
AWM
37
Abound Wealth Management
Tennessee
$247 – – –
SC
38
Stephens Consulting
Michigan
– -$5.35K -160 Closed
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
– -$4.18K -125 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– -$33 -1 Closed
1
2

HAIL Hedge Fund Activity: Q3 2023 in Review

37 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) for Q3 2023, worth a combined $7.33M — up 62% from $4.53M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HAIL positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was Granite Bay Wealth Management, opening a new position worth an estimated $3.07M. The largest seller was Morgan Stanley, cutting an estimated $172K.

  • 37 institutional investors held State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) as of Q3 2023, up from 35 in Q2 2023.
  • Funds reported $7.33M of State Street SPDR S&P Kensho Smart Mobility ETF stock for Q3 2023, up 62% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Kensho Smart Mobility ETF positions in Q3 2023 and 3 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $3.07M added.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF seller in Q3 2023 was Morgan Stanley, an estimated $172K sold.

Based on aggregated 13F filings for Q3 2023.