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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

25 hedge funds and large institutions have $80.5M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

19.03% more ownership

Funds ownership: 262.28%281.31% (+19%)

14% more capital invested

Capital invested by funds: $70.5M → $80.5M (+$10M)

7% less funds holding

Funds holding: 2725 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% 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
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$48.9M +$8.61M +275,600 +22%
Citadel Advisors
2
Citadel Advisors
Florida
$12.1M -$795K -25,432 -6%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$4.76M +$229K +7,320 +5%
Jane Street
4
Jane Street
New York
$2.65M -$2.58M -82,556 -50%
Ameriprise
5
Ameriprise
Minnesota
$2.29M +$84.3K +2,696 +4%
Bank of America
6
Bank of America
North Carolina
$2.08M +$77.6K +2,484 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.74M +$6.75K +216 +0.4%
Truist Financial
8
Truist Financial
North Carolina
$1.3M +$25.3K +808 +2%
Morgan Stanley
9
Morgan Stanley
New York
$1.26M +$19.4K +620 +2%
LPL Financial
10
LPL Financial
California
$889K +$459K +14,692 +111%
UBS Group
11
UBS Group
Switzerland
$467K
UCFA
12
United Capital Financial Advisors
Texas
$450K -$33.8K -1,080 -7%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$373K +$367K +11,736 New
BFA
14
Beaumont Financial Advisors
Massachusetts
$333K
Osaic Holdings
15
Osaic Holdings
Arizona
$277K +$41.3K +1,320 +18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$264K -$2.25K -72 -0.9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$171K +$12.5K +400 +8%
HI
18
Harbour Investments
Wisconsin
$86K
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$51K +$50.5K +1,616 New
BA
20
Ballast Advisors
Minnesota
$30K
ATC
21
Adirondack Trust Company
New York
$16K +$1.88K +60 +14%
HFS
22
Horizon Financial Services
North Carolina
$14K
FPW
23
Flagship Private Wealth
Massachusetts
$12.7K +$125 +4 +1%
CFGS
24
Concourse Financial Group Securities
Alabama
$1K
JWM
25
JFG Wealth Management
Colorado
-$775K -25,936 Closed

NZAC Hedge Fund Activity: Q2 2021 in Review

25 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q2 2021, worth a combined $80.5M — up 14% from $70.5M a quarter earlier.

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

The largest buyer was State Street, adding an estimated $8.61M. The largest seller was Jane Street, cutting an estimated $2.58M.

  • 25 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q2 2021, down from 27 in Q1 2021.
  • Funds reported $80.5M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 2 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q2 2021 and 4 closed out, a net change of -2 holders.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q2 2021 was State Street, an estimated $8.61M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q2 2021 was Jane Street, an estimated $2.58M sold.

Based on aggregated 13F filings for Q2 2021.