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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.01M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$1.01M |
| 3 |
Morgan Stanley
New York
|
+$169K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$124K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$32.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.14M |
| 2 |
VFM
Valley Financial Management
New York
|
-$1.12M |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$422K |
| 4 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$261K |
| 5 |
Goldman Sachs
New York
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIA
51
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$1.09K | -37 | Closed |
|
52
BlackRock
New York
| – | -$17 | -1 | Closed |
|
53
Fidelity Investments
Boston,
Massachusetts
| – | -$29 | -1 | Closed |
|
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.