State Street SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
31 hedge funds and large institutions have $61.6M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
3% more funds holding
Funds holding: 30 → 31 (+1)
27.71% less ownership
Funds ownership: 83% → 55.29% (-28%)
71% less capital invested
Capital invested by funds: $216M → $61.6M (-$154M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Invera Wealth Advisors
Bend,
Oregon
|
+$1.33M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.09M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$544K |
| 4 |
ITB
Idaho Trust Bank
Boise,
Idaho
|
+$483K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROTUOC
Regents of the University of California
Oakland,
California
|
-$157M |
| 2 |
State Street
Boston,
Massachusetts
|
-$2.8M |
| 3 |
Morgan Stanley
New York
|
-$1.2M |
| 4 |
Jane Street
New York
|
-$1.11M |
| 5 |
Goldman Sachs
New York
|
-$627K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWMG
26
Private Wealth Management Group
Princeton,
New Jersey
| $67.8K | – | – | – |
|
|
BA
27
Ballast Advisors
Woodbury,
Minnesota
| $29.5K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $10.8K | +$10.4K | +320 | New |
|
29
JP Morgan Chase
New York
| $5.95K | -$3.25K | -100 | -36% |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $5.92K | – | – | – |
|
31
National Bank of Canada
Montreal,
Quebec, Canada
| $911 | +$878 | +27 | New |
|
32
Wells Fargo
San Francisco,
California
| $8 | – | – | – |
|
|
ROTUOC
33
Regents of the University of California
Oakland,
California
| – | -$157M | -4,940,356 | Closed |
|
|
34
Jane Street
New York
| – | -$1.11M | -34,859 | Closed |
|
|
CFGS
35
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$2.34K | -72 | Closed |
|
NZAC Hedge Fund Activity: Q1 2024 in Review
31 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q1 2024, worth a combined $61.6M — down 71% from $216M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NZAC positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Invera Wealth Advisors, adding an estimated $1.33M. The largest seller was Regents of the University of California, exiting entirely with an estimated $157M sold.
- 31 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q1 2024, up from 30 in Q4 2023.
- Funds reported $61.6M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q1 2024, down 71% quarter-over-quarter.
- 4 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
- The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q1 2024 was Invera Wealth Advisors, an estimated $1.33M added.
- The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q1 2024 was Regents of the University of California, an estimated $157M sold.
Based on aggregated 13F filings for Q1 2024.