State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
6 hedge funds and large institutions have $2.62M invested in State Street SPDR S&P Kensho Smart Mobility ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
11% less capital invested
Capital invested by funds: $2.94M → $2.62M (-$314K)
14% less funds holding
Funds holding: 7 → 6 (-1)
21.67% less ownership
Funds ownership: 63.46% → 41.79% (-22%)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$310K |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$45.3K |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$20.6K |
| 4 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$1.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$84.1K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$21K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.45M | +$310K | +11,930 | +35% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $472K | -$84.1K | -3,236 | -18% |
|
|
VNA
3
Valley National Advisers
Bethlehem,
Pennsylvania
| $427K | +$45.3K | +1,743 | +15% |
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $243K | – | – | – |
|
|
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $25K | +$20.6K | +792 | New |
|
|
TWA
6
TCI Wealth Advisors
Tucson,
Arizona
| $13K | +$10.4K | +400 | New |
|
|
7
Financial Engines Advisors
Santa Clara,
California
| – | -$1.34M | -64,258 | Closed |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| – | -$21K | -1,000 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$5K | -229 | Closed |
|
HAIL Hedge Fund Activity: Q2 2020 in Review
6 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) for Q2 2020, worth a combined $2.62M — down 11% from $2.94M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HAIL and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $310K. The largest seller was Financial Engines Advisors, exiting entirely with an estimated $1.34M sold.
- 6 institutional investors held State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) as of Q2 2020, down from 7 in Q1 2020.
- Funds reported $2.62M of State Street SPDR S&P Kensho Smart Mobility ETF stock for Q2 2020, down 11% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P Kensho Smart Mobility ETF positions in Q2 2020 and 3 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P Kensho Smart Mobility ETF buyer in Q2 2020 was Commonwealth Equity Services, an estimated $310K added.
- The largest State Street SPDR S&P Kensho Smart Mobility ETF seller in Q2 2020 was Financial Engines Advisors, an estimated $1.34M sold.
Based on aggregated 13F filings for Q2 2020.