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State Street SPDR S&P Kensho Smart Mobility ETF

63 hedge funds and large institutions have $60.2M invested in State Street SPDR S&P Kensho Smart Mobility ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

29% more capital invested

Capital invested by funds: $46.7M → $60.2M (+$13.5M)

5.32% more ownership

Funds ownership: 20.46%25.79% (+5.3%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 6563 (-2)

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$14.4M +$13.7M +224,961 +3,586%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.9M -$176K -2,894 -1%
Bank of America
3
Bank of America
North Carolina
$3.58M +$999K +16,379 +40%
LPL Financial
4
LPL Financial
California
$3.24M -$152K -2,499 -5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.82M -$105K -1,718 -4%
SL
6
Systelligence LLC
Minnesota
$2.7M +$1.48M +24,340 +127%
NL
7
NWAM LLC
Washington
$2.19M -$72.2K -1,184 -3%
VNA
8
Valley National Advisers
Pennsylvania
$2.15M +$237K +3,890 +13%
NFG
9
Next Financial Group
Texas
$1.6M +$61 +1 +0%
TI
10
Tidal Investments
Wisconsin
$1.34M +$1.31M +21,547 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.32M -$151K -2,473 -10%
FCMT
12
Founders Capital Management (Texas)
Texas
$1.31M +$51.2K +840 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.08M +$278K +4,555 +35%
UBS Group
14
UBS Group
Switzerland
$913K -$524K -8,600 -37%
Osaic Holdings
15
Osaic Holdings
Arizona
$824K -$109K -1,787 -12%
CA
16
Cetera Advisors
Colorado
$728K +$54.4K +893 +8%
SI
17
Stephens Inc
Arkansas
$668K +$198K +3,255 +43%
AWM
18
AE Wealth Management
Kansas
$632K +$402K +6,592 +184%
LWM
19
Laidlaw Wealth Management
New York
$546K +$536K +8,795 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$532K +$523K +8,574 New
Citadel Advisors
21
Citadel Advisors
Florida
$499K +$137K +2,241 +39%
RCS
22
Retirement Capital Strategies
California
$492K -$1.83K -30 -0.4%
CAN
23
Cetera Advisor Networks
California
$451K -$6.65K -109 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$427K -$288K -4,720 -41%
PA
25
PSI Advisors
Florida
$390K +$5.67K +93 +1%

HAIL Hedge Fund Activity: Q2 2021 in Review

63 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) for Q2 2021, worth a combined $60.2M — up 29% from $46.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HAIL and 10 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 26 added.

The largest buyer was Goldman Sachs, adding an estimated $13.7M. The largest seller was Fulcrum Equity Management, exiting entirely with an estimated $2.94M sold.

  • 63 institutional investors held State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) as of Q2 2021, down from 65 in Q1 2021.
  • Funds reported $60.2M of State Street SPDR S&P Kensho Smart Mobility ETF stock for Q2 2021, up 29% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Kensho Smart Mobility ETF positions in Q2 2021 and 11 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF buyer in Q2 2021 was Goldman Sachs, an estimated $13.7M added.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF seller in Q2 2021 was Fulcrum Equity Management, an estimated $2.94M sold.

Based on aggregated 13F filings for Q2 2021.