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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

31 hedge funds and large institutions have $56.4M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

15% more funds holding

Funds holding: 2731 (+4)

9% more capital invested

Capital invested by funds: $51.8M → $56.4M (+$4.65M)

0.17% more ownership

Funds ownership: 25.23%25.4% (+0.17%)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
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
$32M +$1.34M +51,700 +4%
Jane Street
2
Jane Street
New York
$6.04M +$679K +26,149 +13%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$4.7M -$428K -16,464 -8%
LPL Financial
4
LPL Financial
California
$1.69M +$310K +11,944 +23%
Bank of America
5
Bank of America
North Carolina
$1.61M -$810K -31,189 -34%
Ameriprise
6
Ameriprise
Minnesota
$1.39M +$51.3K +1,976 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.16M -$41.7K -1,606 -4%
Citadel Advisors
8
Citadel Advisors
Florida
$1.14M -$48.2K -1,856 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.13M +$583K +22,445 +108%
Morgan Stanley
10
Morgan Stanley
New York
$1.01M -$19.2K -740 -2%
Truist Financial
11
Truist Financial
North Carolina
$868K +$24.8K +953 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$815K -$656K -25,230 -45%
OMC
13
Old Mission Capital
Illinois
$621K -$81.8K -3,149 -12%
UIA
14
Ulland Investment Advisors
Minnesota
$485K -$65K -2,500 -12%
FWM
15
Fingerlakes Wealth Management
New York
$381K -$10.2K -393 -3%
BFA
16
Beaumont Financial Advisors
Massachusetts
$315K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$284K +$30.1K +1,157 +12%
UCFA
18
United Capital Financial Advisors
Texas
$225K -$81.2K -3,124 -27%
UBS Group
19
UBS Group
Switzerland
$217K -$42.2K -1,625 -16%
Osaic Holdings
20
Osaic Holdings
Arizona
$150K -$33K -1,269 -18%
Franklin Resources
21
Franklin Resources
California
$134K +$133K +5,100 New
NA
22
NewEdge Advisors
Louisiana
$63K +$176K +6,776 New
BA
23
Ballast Advisors
Minnesota
$23.6K -$1.06K -41 -4%
ATC
24
Adirondack Trust Company
New York
$11.5K
JP Morgan Chase
25
JP Morgan Chase
New York
$6K +$5.74K +221 New

NZAC Hedge Fund Activity: Q4 2022 in Review

31 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q4 2022, worth a combined $56.4M — up 9% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NZAC positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was State Street, adding an estimated $1.34M. The largest seller was Bank of America, cutting an estimated $810K.

  • 31 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q4 2022, up from 27 in Q3 2022.
  • Funds reported $56.4M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q4 2022, up 9% quarter-over-quarter.
  • 6 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q4 2022 and 2 closed out, a net change of +4 holders.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q4 2022 was State Street, an estimated $1.34M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q4 2022 was Bank of America, an estimated $810K sold.

Based on aggregated 13F filings for Q4 2022.