State Street SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
7 hedge funds and large institutions have $9.76M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
7% more capital invested
Capital invested by funds: $9.08M → $9.76M (+$679K)
1.37% more ownership
Funds ownership: 44.87% → 46.24% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
V
Veritable
Wilmington,
Delaware
|
+$3.06M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$316K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$219K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$90.8K |
| 5 |
Morgan Stanley
New York
|
+$84.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.17M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $5.96M | -$1.15M | -64,000 | -16% |
|
|
V
2
Veritable
Wilmington,
Delaware
| $2.99M | +$3.06M | +169,836 | New |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $321K | +$219K | +12,176 | +201% |
|
|
UCFA
4
United Capital Financial Advisors
Irving,
Texas
| $308K | +$316K | +17,536 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $92K | +$90.8K | +5,044 | +3,002% |
|
|
6
Morgan Stanley
New York
| $82K | +$84.6K | +4,700 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $6K | +$72 | +4 | +1% |
|
|
8
Jane Street
New York
| – | -$2.17M | -128,912 | Closed |
|
NZAC Hedge Fund Activity: Q4 2015 in Review
7 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q4 2015, worth a combined $9.76M — up 7.5% from $9.08M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NZAC positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Veritable, opening a new position worth an estimated $3.06M. The largest seller was Jane Street, exiting entirely with an estimated $2.17M sold.
- 7 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q4 2015, up from 5 in Q3 2015.
- Funds reported $9.76M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q4 2015, up 7.5% quarter-over-quarter.
- 3 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q4 2015 and 1 closed out, a net change of +2 holders.
- The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q4 2015 was Veritable, an estimated $3.06M added.
- The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q4 2015 was Jane Street, an estimated $2.17M sold.
Based on aggregated 13F filings for Q4 2015.