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State Street SPDR S&P Kensho Smart Mobility ETF

43 hedge funds and large institutions have $7.02M invested in State Street SPDR S&P Kensho Smart Mobility ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% less ownership

Funds ownership: 14.27%12.85% (-1.4%)

12% less funds holding

Funds holding: 4943 (-6)

15% less capital invested

Capital invested by funds: $8.31M → $7.02M (-$1.28M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.7M +$1.01M +30,516 +134%
NL
2
NWAM LLC
Washington
$1.05M -$31.8K -959 -3%
WWM
3
WJ Wealth Management
Arizona
$968K +$1.01M +30,431 New
SI
4
Stephens Inc
Arkansas
$385K +$530 +16 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$347K +$169K +5,095 +88%
UBS Group
6
UBS Group
Switzerland
$333K -$202K -6,088 -37%
CA
7
Cetera Advisors
Colorado
$306K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$300K +$32.5K +981 +12%
Bank of America
9
Bank of America
North Carolina
$282K -$174K -5,250 -37%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$252K +$124K +3,726 +88%
Citadel Advisors
11
Citadel Advisors
Florida
$224K -$25.6K -772 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$160K +$2.92K +88 +2%
FCMT
13
Founders Capital Management (Texas)
Texas
$138K -$1.16K -35 -0.8%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$132K +$3.05K +92 +2%
OIA
15
Optimum Investment Advisors
Illinois
$82.4K
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.9K
ASN
17
Advisory Services Network
Georgia
$57.5K -$55.7K -1,679 -48%
Barclays
18
Barclays
United Kingdom
$45.5K
First Manhattan
19
First Manhattan
New York
$31.8K
CHC
20
City Holding Co
West Virginia
$29.2K +$7.63K +230 +33%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$25.4K
FFA
22
Farther Finance Advisors
California
$14.8K -$3.52K -106 -19%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$11.2K -$9.95K -300 -48%
TCOV
24
Trust Company of Vermont
Vermont
$8.74K
ATC
25
Adirondack Trust Company
New York
$7.63K

HAIL Hedge Fund Activity: Q1 2023 in Review

43 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) for Q1 2023, worth a combined $7.02M — down 15% from $8.31M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HAIL and 4 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was LPL Financial, adding an estimated $1.01M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.14M sold.

  • 43 institutional investors held State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) as of Q1 2023, down from 49 in Q4 2022.
  • Funds reported $7.02M of State Street SPDR S&P Kensho Smart Mobility ETF stock for Q1 2023, down 15% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Kensho Smart Mobility ETF positions in Q1 2023 and 10 closed out, a net change of -6 holders.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF buyer in Q1 2023 was LPL Financial, an estimated $1.01M added.
  • The largest State Street SPDR S&P Kensho Smart Mobility ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2023.