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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

22 hedge funds and large institutions have $65.2M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

22% more funds holding

Funds holding: 1822 (+4)

5% more capital invested

Capital invested by funds: $62.2M → $65.2M (+$3.03M)

7.39% less ownership

Funds ownership: 299.89%292.5% (-7.4%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$47.2M +$2.87M +120,000 +7%
V
2
Veritable
Delaware
$4.74M
Jane Street
3
Jane Street
New York
$2.03M -$5.85M -244,880 -75%
Bank of America
4
Bank of America
North Carolina
$1.77M +$102K +4,276 +6%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.75M +$13.6K +568 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$1.25M -$14.8K -620 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.22M +$1.15K +48 +0.1%
Ameriprise
8
Ameriprise
Minnesota
$1.05M +$573 +24 +0.1%
Truist Financial
9
Truist Financial
North Carolina
$854K +$824K +34,488 New
Citadel Advisors
10
Citadel Advisors
Florida
$744K +$319K +13,352 +80%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$576K +$556K +23,264 New
UCFA
12
United Capital Financial Advisors
Texas
$535K +$5.16K +216 +1%
UBS Group
13
UBS Group
Switzerland
$342K -$39.1K -1,636 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$333K +$37.4K +1,564 +13%
BFA
15
Beaumont Financial Advisors
Massachusetts
$260K
FHA
16
Flagship Harbor Advisors
Massachusetts
$201K +$194K +8,120 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$162K +$2.1K +88 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$135K +$19.1K +800 +17%
BA
19
Ballast Advisors
Minnesota
$23K +$22.5K +944 New
ATC
20
Adirondack Trust Company
New York
$11K
AG
21
Advisor Group
Arizona
$10K -$15.2K -636 -61%
FI
22
FormulaFolio Investments
Michigan
-$610K -26,496 Closed
Wells Fargo
23
Wells Fargo
California
+$96 +4 New

NZAC Hedge Fund Activity: Q4 2019 in Review

22 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q4 2019, worth a combined $65.2M — up 4.9% from $62.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NZAC positions and 1 closed out — a net gain of 4 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was State Street, adding an estimated $2.87M. The largest seller was Jane Street, cutting an estimated $5.85M.

  • 22 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q4 2019, up from 18 in Q3 2019.
  • Funds reported $65.2M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q4 2019, up 4.9% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q4 2019 and 1 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q4 2019 was State Street, an estimated $2.87M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q4 2019 was Jane Street, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2019.