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State Street SPDR S&P Kensho Smart Mobility ETF

49 hedge funds and large institutions have $8.31M invested in State Street SPDR S&P Kensho Smart Mobility ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.11% less ownership

Funds ownership: 17.38%14.27% (-3.1%)

6% less funds holding

Funds holding: 5249 (-3)

29% less capital invested

Capital invested by funds: $11.6M → $8.31M (-$3.34M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.14M -$147K -4,548 -11%
VFM
2
Valley Financial Management
New York
$1.12M -$130K -4,017 -10%
NL
3
NWAM LLC
Washington
$998K +$161 +5 +0%
LPL Financial
4
LPL Financial
California
$672K +$110K +3,411 +18%
UBS Group
5
UBS Group
Switzerland
$488K +$103K +3,205 +24%
Bank of America
6
Bank of America
North Carolina
$416K -$108K -3,353 -19%
VNA
7
Valley National Advisers
Pennsylvania
$416K -$31.9K -989 -7%
SI
8
Stephens Inc
Arkansas
$357K -$15.6K -484 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$292K -$18.6K -578 -5%
CA
10
Cetera Advisors
Colorado
$283K
AWM
11
Activest Wealth Management
Florida
$261K +$12.2K +377 +6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$249K -$269K -8,357 -50%
Citadel Advisors
13
Citadel Advisors
Florida
$231K -$25.8K -801 -9%
Goldman Sachs
14
Goldman Sachs
New York
$204K -$52.5K -1,627 -19%
Morgan Stanley
15
Morgan Stanley
New York
$171K -$8.54K -265 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$148K +$10.7K +333 +7%
FCMT
17
Founders Capital Management (Texas)
Texas
$129K -$206K -6,375 -59%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$125K +$71.9K +2,229 +112%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$120K +$548 +17 +0.4%
ASN
20
Advisory Services Network
Georgia
$103K +$112K +3,487 New
OIA
21
Optimum Investment Advisors
Illinois
$76.4K -$16.1K -500 -16%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.9K
Barclays
23
Barclays
United Kingdom
$42.1K
First Manhattan
24
First Manhattan
New York
$29.5K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$23.6K

HAIL Hedge Fund Activity: Q4 2022 in Review

49 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) for Q4 2022, worth a combined $8.31M — down 29% from $11.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HAIL and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 8 added.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $112K. The largest seller was Laidlaw Wealth Management, exiting entirely with an estimated $584K sold.

  • 49 institutional investors held State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) as of Q4 2022, down from 52 in Q3 2022.
  • Funds reported $8.31M of State Street SPDR S&P Kensho Smart Mobility ETF stock for Q4 2022, down 29% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Kensho Smart Mobility ETF positions in Q4 2022 and 10 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF buyer in Q4 2022 was Advisory Services Network, an estimated $112K added.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF seller in Q4 2022 was Laidlaw Wealth Management, an estimated $584K sold.

Based on aggregated 13F filings for Q4 2022.