State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
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.
3.11% less ownership
Funds ownership: 17.38% → 14.27% (-3.1%)
6% less funds holding
Funds holding: 52 → 49 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$112K |
| 2 |
LPL Financial
San Diego,
California
|
+$110K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$103K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$71.9K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$16.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$584K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$484K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$451K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$289K |
| 5 |
ST
Smithfield Trust
Pittsburgh,
Pennsylvania
|
-$270K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| – | -$484K | -15,357 | Closed |
|
|
52
HighTower Advisors
Chicago,
Illinois
| – | -$451K | -14,370 | Closed |
|
|
GIA
53
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$289K | -9,161 | Closed |
|
|
ST
54
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$270K | -8,500 | Closed |
|
|
GFPC
55
Global Financial Private Client
Sarasota,
Florida
| – | -$67.9K | -2,106 | Closed |
|
|
RTC
56
Riverview Trust Company
Vancouver,
Washington
| – | -$51K | -1,621 | Closed |
|
|
BWS
57
BCR Wealth Strategies
Vestavia,
Alabama
| – | -$27K | -846 | Closed |
|
|
JGCM
58
Joseph Group Capital Management
Columbus,
Ohio
| – | -$16K | -500 | Closed |
|
|
SWM
59
Selective Wealth Management
Forest,
Virginia
| – | -$2K | -50 | 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.