State Street SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
12 hedge funds and large institutions have $43.9M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and closing their positions.
196% more capital invested
Capital invested by funds: $14.8M → $43.9M (+$29.1M)
77.19% more ownership
Funds ownership: 60.94% → 138.13% (+77%)
33% more funds holding
Funds holding: 9 → 12 (+3)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$34.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$231K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$47.2K |
| 4 |
Morgan Stanley
New York
|
+$11.4K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$7.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.73M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$68.3K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$57.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
State Street
Boston,
Massachusetts
| $34.7M | +$34.4M | +1,856,000 | New |
|
|
2
Jane Street
New York
| $3.9M | -$5.73M | -309,752 | -60% |
|
|
V
3
Veritable
Wilmington,
Delaware
| $3.57M | – | – | – |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $430K | -$57.7K | -3,116 | -12% |
|
|
UCFA
5
United Capital Financial Advisors
Irving,
Texas
| $419K | -$68.3K | -3,692 | -14% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $403K | +$47.2K | +2,548 | +13% |
|
|
7
Ameriprise
Minneapolis,
Minnesota
| $222K | +$231K | +12,504 | New |
|
8
UBS Group
Zurich,
Switzerland
| $103K | +$4.29K | +232 | +4% |
|
|
9
Morgan Stanley
New York
| $101K | +$11.4K | +616 | +13% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | – | – | – |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | +$5.03K | +272 | +84% |
|
|
12
Wells Fargo
San Francisco,
California
| $7K | +$7.33K | +396 | New |
|
NZAC Hedge Fund Activity: Q4 2016 in Review
12 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q4 2016, worth a combined $43.9M — up 196% from $14.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NZAC positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was State Street, opening a new position worth an estimated $34.4M. The largest seller was Jane Street, cutting an estimated $5.73M.
- 12 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q4 2016, up from 9 in Q3 2016.
- Funds reported $43.9M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q4 2016, up 196% quarter-over-quarter.
- 3 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q4 2016 and 0 closed out, a net change of +3 holders.
- The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q4 2016 was State Street, an estimated $34.4M added.
- The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q4 2016 was Jane Street, an estimated $5.73M sold.
Based on aggregated 13F filings for Q4 2016.