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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

27 hedge funds and large institutions have $51.8M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.38% less ownership

Funds ownership: 26.61%25.23% (-1.4%)

13% less capital invested

Capital invested by funds: $59.7M → $51.8M (-$7.95M)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$28.2M -$1.53M -56,700 -5%
Jane Street
2
Jane Street
New York
$4.94M -$1.65M -61,174 -23%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$4.73M +$239K +8,890 +5%
Bank of America
4
Bank of America
North Carolina
$2.24M -$187K -6,931 -7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.36M -$543K -20,148 -26%
LPL Financial
6
LPL Financial
California
$1.27M +$497K +18,458 +54%
Ameriprise
7
Ameriprise
Minnesota
$1.23M +$68.3K +2,535 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.11M -$173K -6,435 -12%
Citadel Advisors
9
Citadel Advisors
Florida
$1.09M -$1.73M -64,296 -59%
Morgan Stanley
10
Morgan Stanley
New York
$949K -$59.1K -2,194 -5%
Truist Financial
11
Truist Financial
North Carolina
$777K -$81.3K -3,017 -9%
OMC
12
Old Mission Capital
Illinois
$648K +$723K +26,852 New
Creative Planning
13
Creative Planning
Kansas
$604K +$673K +25,000 New
UIA
14
Ulland Investment Advisors
Minnesota
$507K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$501K -$1.48K -55 -0.3%
FWM
16
Fingerlakes Wealth Management
New York
$361K -$108 -4 -0%
BFA
17
Beaumont Financial Advisors
Massachusetts
$290K +$18.1K +672 +6%
UCFA
18
United Capital Financial Advisors
Texas
$282K -$84.9K -3,150 -21%
UBS Group
19
UBS Group
Switzerland
$239K +$12.8K +474 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$234K +$10.6K +392 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$170K -$7.22K -268 -4%
BA
22
Ballast Advisors
Minnesota
$23K
ATC
23
Adirondack Trust Company
New York
$11K -$1.62K -60 -12%
HI
24
Harbour Investments
Wisconsin
$5K
TRCT
25
Tower Research Capital (TRC)
New York
$4K

NZAC Hedge Fund Activity: Q3 2022 in Review

27 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q3 2022, worth a combined $51.8M — down 13% from $59.7M a quarter earlier.

Fund positioning in NZAC was balanced in Q3 2022: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 13 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $723K. The largest seller was Citadel Advisors, cutting an estimated $1.73M.

  • 27 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $51.8M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 2 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q3 2022 and 2 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q3 2022 was Old Mission Capital, an estimated $723K added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q3 2022 was Citadel Advisors, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2022.