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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

27 hedge funds and large institutions have $70.5M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 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

38% more capital invested

Capital invested by funds: $51M → $70.5M (+$19.5M)

17% more funds holding

Funds holding: 2327 (+4)

6.84% more ownership

Funds ownership: 255.44%262.28% (+6.8%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$37.7M +$9.5M +322,000 +34%
Citadel Advisors
2
Citadel Advisors
Florida
$12.1M +$11.1M +376,944 +1,310%
Jane Street
3
Jane Street
New York
$4.96M +$1.28M +43,340 +35%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.25M +$183K +6,204 +5%
Ameriprise
5
Ameriprise
Minnesota
$2.06M -$36K -1,220 -2%
Bank of America
6
Bank of America
North Carolina
$1.88M +$18.2K +616 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.63M -$44.9K -1,524 -3%
Truist Financial
8
Truist Financial
North Carolina
$1.24M -$98.4K -3,336 -8%
Morgan Stanley
9
Morgan Stanley
New York
$1.17M +$36.3K +1,232 +3%
JWM
10
JFG Wealth Management
Colorado
$775K -$365K -12,392 -32%
UCFA
11
United Capital Financial Advisors
Texas
$455K +$10.4K +352 +2%
UBS Group
12
UBS Group
Switzerland
$439K -$1.18K -40 -0.3%
LPL Financial
13
LPL Financial
California
$396K +$391K +13,264 New
BFA
14
Beaumont Financial Advisors
Massachusetts
$313K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$251K -$31.7K -1,076 -11%
Osaic Holdings
16
Osaic Holdings
Arizona
$221K +$7.9K +268 +4%
FHA
17
Flagship Harbor Advisors
Massachusetts
$203K +$200K +6,796 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$148K -$16.2K -548 -10%
HI
19
Harbour Investments
Wisconsin
$81K +$80.2K +2,720 New
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$71K +$70.2K +2,380 New
IAIM
21
International Assets Investment Management
Florida
$61K +$118K +4,016 New
BA
22
Ballast Advisors
Minnesota
$28K
ATC
23
Adirondack Trust Company
New York
$13K
HFS
24
Horizon Financial Services
North Carolina
$13K
FPW
25
Flagship Private Wealth
Massachusetts
$12.1K -$118 -4 -1%

NZAC Hedge Fund Activity: Q1 2021 in Review

27 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q1 2021, worth a combined $70.5M — up 38% from $51M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NZAC positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $11.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.35M sold.

  • 27 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q1 2021, up from 23 in Q4 2020.
  • Funds reported $70.5M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q1 2021, up 38% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q1 2021 and 1 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q1 2021 was Citadel Advisors, an estimated $11.1M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q1 2021 was Susquehanna International Group, an estimated $5.35M sold.

Based on aggregated 13F filings for Q1 2021.