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State Street SPDR S&P Kensho Smart Mobility ETF

27 hedge funds and large institutions have $25.3M invested in State Street SPDR S&P Kensho Smart Mobility ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

145% more funds holding

Funds holding: 1127 (+16)

138% more capital invested

Capital invested by funds: $10.6M → $25.3M (+$14.7M)

50.29% less ownership

Funds ownership: 74.63%24.35% (-50%)

Holders
27
Holders Change
+16
Holders Change %
+145.45%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
7
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCS
1
Retirement Capital Strategies
California
$9.35M +$311K +6,685 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.48M +$4.06M +87,069 +129%
VNA
3
Valley National Advisers
Pennsylvania
$1.44M +$418K +8,964 +52%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.42M +$1.2M +25,835 New
LPL Financial
5
LPL Financial
California
$1.28M +$1.09M +23,293 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.03M +$872K +18,720 New
Bank of America
7
Bank of America
North Carolina
$671K +$21.8K +469 +4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$280K +$237K +5,097 New
Jane Street
9
Jane Street
New York
$265K -$158K -3,391 -41%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$243K
GWM
11
Geneos Wealth Management
Colorado
$172K +$134K +2,886 New
SFSIG
12
San Francisco Sentry Investment Group
California
$162K +$27.9K +600 +26%
OIA
13
Optimum Investment Advisors
Illinois
$159K +$135K +2,900 New
UBS Group
14
UBS Group
Switzerland
$83K +$70.8K +1,519 New
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.4K +$21.2K +455 +57%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$44K +$37.3K +800 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$39K +$27.4K +588 +1,176%
Osaic Holdings
18
Osaic Holdings
Arizona
$36K +$30.7K +660 New
Morgan Stanley
19
Morgan Stanley
New York
$23K +$19.7K +423 New
TWA
20
TCI Wealth Advisors
Arizona
$22K
AF
21
Allworth Financial
California
$16K +$14K +300 New
EFSCE
22
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$5.68K +122 New
GRP
23
Global Retirement Partners
California
$5K -$4.66K -100 -50%
IAS
24
IMA Advisory Services
Colorado
$3K +$2.33K +50 New
SFS
25
Sowell Financial Services
Arkansas
$2K +$1.35K +29 New

HAIL Hedge Fund Activity: Q4 2020 in Review

27 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) for Q4 2020, worth a combined $25.3M — up 138% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HAIL positions and 0 closed out — a net gain of 16 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $4.06M. The largest seller was Jane Street, cutting an estimated $158K.

  • 27 institutional investors held State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) as of Q4 2020, up from 11 in Q3 2020.
  • Funds reported $25.3M of State Street SPDR S&P Kensho Smart Mobility ETF stock for Q4 2020, up 138% quarter-over-quarter.
  • 16 funds opened new State Street SPDR S&P Kensho Smart Mobility ETF positions in Q4 2020 and 0 closed out, a net change of +16 holders.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF buyer in Q4 2020 was Commonwealth Equity Services, an estimated $4.06M added.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF seller in Q4 2020 was Jane Street, an estimated $158K sold.

Based on aggregated 13F filings for Q4 2020.