State Street SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
36 hedge funds and large institutions have $67M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
3% more funds holding
Funds holding: 35 → 36 (+1)
4% less capital invested
Capital invested by funds: $70.1M → $67M (-$3.11M)
91.81% less ownership
Funds ownership: 136.75% → 44.94% (-92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Invera Wealth Advisors
Bend,
Oregon
|
+$2.65M |
| 2 |
Jane Street
New York
|
+$2.28M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$537K |
| 4 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
+$419K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.56M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.57M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.16M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.12M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$657K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Jones Financial Companies
Des Peres,
Missouri
| $159K | +$61K | +1,639 | +60% |
|
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $124K | -$1.97K | -53 | -2% |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $103K | -$337K | -9,055 | -76% |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $95.7K | +$74.3K | +1,997 | +312% |
|
|
PWMG
30
Private Wealth Management Group
Princeton,
New Jersey
| $72.8K | – | – | – |
|
|
CFGS
31
Concourse Financial Group Securities
Birmingham,
Alabama
| $44.8K | – | – | – |
|
|
ACA
32
Aptus Capital Advisors
Fairhope,
Alabama
| $39.5K | +$3.13K | +84 | +8% |
|
|
BA
33
Ballast Advisors
Woodbury,
Minnesota
| $34.4K | – | – | – |
|
|
GSWM
34
Golden State Wealth Management
Santa Ana,
California
| $15.6K | +$16K | +429 | New |
|
|
HI
35
Harbour Investments
Madison,
Wisconsin
| $6.35K | – | – | – |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| $5.99K | -$893 | -24 | -13% |
|
|
IAIM
37
International Assets Investment Management
Orlando,
Florida
| – | -$58.3K | -3,181,461 | Closed |
|
38
JP Morgan Chase
New York
| – | -$5.33K | -143 | Closed |
|
NZAC Hedge Fund Activity: Q4 2024 in Review
36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q4 2024, worth a combined $67M — down 4.4% from $70.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NZAC positions and 2 closed out — a net gain of 1 holder — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Invera Wealth Advisors, adding an estimated $2.65M. The largest seller was Citadel Advisors, cutting an estimated $3.56M.
- 36 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q4 2024, up from 35 in Q3 2024.
- Funds reported $67M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q4 2024, down 4.4% quarter-over-quarter.
- 3 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q4 2024 was Invera Wealth Advisors, an estimated $2.65M added.
- The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q4 2024 was Citadel Advisors, an estimated $3.56M sold.
Based on aggregated 13F filings for Q4 2024.