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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

27 hedge funds and large institutions have $59.7M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

8% more funds holding

Funds holding: 2527 (+2)

15% less capital invested

Capital invested by funds: $70.5M → $59.7M (-$10.7M)

222.63% less ownership

Funds ownership: 249.25%26.61% (-223%)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$32M -$2.54M -90,000 -7%
Jane Street
2
Jane Street
New York
$6.93M +$3.27M +115,921 +77%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$4.88M +$10.5K +372 +0.2%
Citadel Advisors
4
Citadel Advisors
Florida
$2.86M -$412K -14,572 -12%
Bank of America
5
Bank of America
North Carolina
$2.6M +$596K +21,121 +27%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2M +$529K +18,725 +32%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.36M +$28.6K +1,011 +2%
Ameriprise
8
Ameriprise
Minnesota
$1.26M -$779K -27,575 -36%
Morgan Stanley
9
Morgan Stanley
New York
$1.08M -$126K -4,474 -10%
Truist Financial
10
Truist Financial
North Carolina
$919K -$48.5K -1,717 -5%
LPL Financial
11
LPL Financial
California
$895K +$177K +6,283 +22%
UIA
12
Ulland Investment Advisors
Minnesota
$549K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$544K +$136K +4,812 +30%
FWM
14
Fingerlakes Wealth Management
New York
$391K +$4.04K +143 +1%
UCFA
15
United Capital Financial Advisors
Texas
$388K +$419K +14,847 New
BFA
16
Beaumont Financial Advisors
Massachusetts
$296K +$24.6K +870 +8%
UBS Group
17
UBS Group
Switzerland
$246K +$1.41K +50 +0.5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$243K +$3.33K +118 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$191K -$16.2K -572 -7%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$42K
BA
21
Ballast Advisors
Minnesota
$25K
Simplex Trading
22
Simplex Trading
Illinois
$23K +$11.6K +410 +87%
ATC
23
Adirondack Trust Company
New York
$13K
HI
24
Harbour Investments
Wisconsin
$5K +$4.91K +174 New
TRCT
25
Tower Research Capital (TRC)
New York
$4K +$4.58K +162 New

NZAC Hedge Fund Activity: Q2 2022 in Review

27 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q2 2022, worth a combined $59.7M — down 15% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NZAC positions and 1 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $3.27M. The largest seller was State Street, cutting an estimated $2.54M.

  • 27 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q2 2022, up from 25 in Q1 2022.
  • Funds reported $59.7M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 3 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q2 2022 and 1 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q2 2022 was Jane Street, an estimated $3.27M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q2 2022 was State Street, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2022.