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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

25 hedge funds and large institutions have $78M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

4% more funds holding

Funds holding: 2425 (+1)

3% more capital invested

Capital invested by funds: $75.3M → $78M (+$2.63M)

5.58% less ownership

Funds ownership: 266.5%260.92% (-5.6%)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
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
$46.4M -$1.34M -40,800 -3%
Citadel Advisors
2
Citadel Advisors
Florida
$6.13M -$3.19M -97,316 -35%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$5.7M +$690K +21,036 +14%
Jane Street
4
Jane Street
New York
$4.03M -$212K -6,456 -5%
Ameriprise
5
Ameriprise
Minnesota
$2.54M +$72.4K +2,208 +3%
Bank of America
6
Bank of America
North Carolina
$2.52M +$308K +9,400 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.77M -$9.58K -292 -0.5%
Morgan Stanley
8
Morgan Stanley
New York
$1.57M +$153K +4,656 +11%
LPL Financial
9
LPL Financial
California
$1.34M +$85.6K +2,608 +7%
Truist Financial
10
Truist Financial
North Carolina
$1.28M -$9.06K -276 -0.7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.17M +$659K +20,072 +132%
UIA
12
Ulland Investment Advisors
Minnesota
$698K +$690K +21,020 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$531K +$44.1K +1,344 +9%
UCFA
14
United Capital Financial Advisors
Texas
$480K -$2.1K -64 -0.4%
FWM
15
Fingerlakes Wealth Management
New York
$465K +$463K +14,116 New
BFA
16
Beaumont Financial Advisors
Massachusetts
$348K
UBS Group
17
UBS Group
Switzerland
$311K +$39.4K +1,200 +15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$308K +$31.6K +964 +12%
Osaic Holdings
19
Osaic Holdings
Arizona
$267K -$21.7K -660 -8%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$54K
BA
21
Ballast Advisors
Minnesota
$31K
ATC
22
Adirondack Trust Company
New York
$17K
HI
23
Harbour Investments
Wisconsin
$7K -$82.2K -2,504 -92%
CFGS
24
Concourse Financial Group Securities
Alabama
$1K
HFS
25
Horizon Financial Services
North Carolina
-$14K -440 Closed

NZAC Hedge Fund Activity: Q4 2021 in Review

25 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q4 2021, worth a combined $78M — up 3.5% from $75.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NZAC positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $690K. The largest seller was Citadel Advisors, cutting an estimated $3.19M.

  • 25 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q4 2021, up from 24 in Q3 2021.
  • Funds reported $78M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q4 2021, up 3.5% quarter-over-quarter.
  • 2 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q4 2021 and 1 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q4 2021 was PNC Financial Services Group, an estimated $690K added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q4 2021 was Citadel Advisors, an estimated $3.19M sold.

Based on aggregated 13F filings for Q4 2021.