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State Street SPDR S&P Kensho Smart Mobility ETF

65 hedge funds and large institutions have $46.7M invested in State Street SPDR S&P Kensho Smart Mobility ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 2

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

141% more funds holding

Funds holding: 2765 (+38)

85% more capital invested

Capital invested by funds: $25.3M → $46.7M (+$21.4M)

3.88% less ownership

Funds ownership: 24.35%20.46% (-3.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
+38
Holders Change %
+140.74%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
16
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.9M +$2.53M +39,979 +26%
LPL Financial
2
LPL Financial
California
$3.34M +$1.99M +31,458 +135%
FEM
3
Fulcrum Equity Management
Texas
$2.94M +$3.05M +48,197 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.88M +$1.35M +21,349 +83%
Bank of America
5
Bank of America
North Carolina
$2.52M +$1.84M +29,030 +237%
NL
6
NWAM LLC
Washington
$2.22M +$2.3M +36,397 New
VNA
7
Valley National Advisers
Pennsylvania
$1.88M +$290K +4,588 +17%
BCM
8
Brookstone Capital Management
Illinois
$1.66M +$1.73M +27,274 New
NFG
9
Next Financial Group
Texas
$1.57M +$1.63M +25,703 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.45M +$320K +5,061 +27%
UBS Group
11
UBS Group
Switzerland
$1.42M +$1.38M +21,792 +1,435%
FCMT
12
Founders Capital Management (Texas)
Texas
$1.23M +$1.28M +20,200 New
SL
13
Systelligence LLC
Minnesota
$1.17M +$1.21M +19,160 New
Osaic Holdings
14
Osaic Holdings
Arizona
$920K +$912K +14,412 +2,184%
HighTower Advisors
15
HighTower Advisors
Illinois
$780K +$813K +12,840 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$708K +$734K +11,595 New
PS
17
Portfolio Strategies
New York
$682K +$708K +11,184 New
CA
18
Cetera Advisors
Colorado
$661K +$686K +10,832 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$573K +$594K +9,389 New
LFF
20
Level Four Financial
Texas
$566K +$587K +9,270 New
RCS
21
Retirement Capital Strategies
California
$485K -$10.3M -162,484 -95%
SI
22
Stephens Inc
Arkansas
$458K +$475K +7,509 New
CAN
23
Cetera Advisor Networks
California
$450K +$466K +7,368 New
Goldman Sachs
24
Goldman Sachs
New York
$383K +$397K +6,274 New
PA
25
PSI Advisors
Florida
$378K +$392K +6,201 New

HAIL Hedge Fund Activity: Q1 2021 in Review

65 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) for Q1 2021, worth a combined $46.7M — up 85% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HAIL positions and 2 closed out — a net gain of 38 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $3.05M. The largest seller was Retirement Capital Strategies, cutting an estimated $10.3M.

  • 65 institutional investors held State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) as of Q1 2021, up from 27 in Q4 2020.
  • Funds reported $46.7M of State Street SPDR S&P Kensho Smart Mobility ETF stock for Q1 2021, up 85% quarter-over-quarter.
  • 40 funds opened new State Street SPDR S&P Kensho Smart Mobility ETF positions in Q1 2021 and 2 closed out, a net change of +38 holders.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF buyer in Q1 2021 was Fulcrum Equity Management, an estimated $3.05M added.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF seller in Q1 2021 was Retirement Capital Strategies, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2021.