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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

22 hedge funds and large institutions have $46.7M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

35% more capital invested

Capital invested by funds: $34.6M → $46.7M (+$12.1M)

16.13% more ownership

Funds ownership: 249.25%265.37% (+16%)

4% less funds holding

Funds holding: 2322 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$27.6M +$16.6M +668,000 +156%
Jane Street
2
Jane Street
New York
$5.13M +$4.28M +172,144 +543%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$3.39M +$32K +1,288 +1%
Ameriprise
4
Ameriprise
Minnesota
$1.6M +$315K +12,656 +25%
Bank of America
5
Bank of America
North Carolina
$1.48M +$31.4K +1,264 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.39M +$9.15K +368 +0.7%
Truist Financial
7
Truist Financial
North Carolina
$1.08M +$12.3K +496 +1%
JWM
8
JFG Wealth Management
Colorado
$964K
Morgan Stanley
9
Morgan Stanley
New York
$876K +$47.9K +1,928 +6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$754K -$7.03M -282,844 -90%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$491K +$49.4K +1,988 +11%
Citadel Advisors
12
Citadel Advisors
Florida
$482K -$5.31M -213,544 -92%
UBS Group
13
UBS Group
Switzerland
$372K -$3.68K -148 -1%
UCFA
14
United Capital Financial Advisors
Texas
$364K +$7.66K +308 +2%
BFA
15
Beaumont Financial Advisors
Massachusetts
$263K
Osaic Holdings
16
Osaic Holdings
Arizona
$203K +$19.4K +780 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$138K +$398 +16 +0.3%
FHA
18
Flagship Harbor Advisors
Massachusetts
$121K -$5.37K -216 -4%
BA
19
Ballast Advisors
Minnesota
$24K
ATC
20
Adirondack Trust Company
New York
$11K
HFS
21
Horizon Financial Services
North Carolina
$11K +$10.9K +440 New
CFGS
22
Concourse Financial Group Securities
Alabama
$1K +$1.09K +44 New
FWM
23
Filbrandt Wealth Management
Wisconsin
-$37K -1,600 Closed
CFG
24
Citizens Financial Group
Rhode Island
-$19K -828 Closed
PAG
25
Private Advisor Group
New Jersey
-$9K -400 Closed

NZAC Hedge Fund Activity: Q3 2020 in Review

22 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q3 2020, worth a combined $46.7M — up 35% from $34.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NZAC and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 12 added.

The largest buyer was State Street, adding an estimated $16.6M. The largest seller was Susquehanna International Group, cutting an estimated $7.03M.

  • 22 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q3 2020, down from 23 in Q2 2020.
  • Funds reported $46.7M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q3 2020, up 35% quarter-over-quarter.
  • 2 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q3 2020 and 3 closed out, a net change of -1 holder.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q3 2020 was State Street, an estimated $16.6M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q3 2020 was Susquehanna International Group, an estimated $7.03M sold.

Based on aggregated 13F filings for Q3 2020.