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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

30 hedge funds and large institutions have $205M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more capital invested

Capital invested by funds: $59.9M → $205M (+$146M)

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

58.47% more ownership

Funds ownership: 25.6%84.07% (+58%)

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ROTUOC
1
Regents of the University of California
California
$147M +$142M +4,940,356 New
State Street
2
State Street
Massachusetts
$33.5M -$1.64M -57,000 -5%
Jane Street
3
Jane Street
New York
$5.57M +$162K +5,633 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.37M -$986K -34,282 -19%
Bank of America
5
Bank of America
North Carolina
$1.79M +$39.9K +1,388 +2%
Ameriprise
6
Ameriprise
Minnesota
$1.65M +$13.5K +469 +0.9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.63M +$675K +23,483 +75%
LPL Financial
8
LPL Financial
California
$1.4M -$276K -9,606 -17%
Morgan Stanley
9
Morgan Stanley
New York
$1.3M +$72.9K +2,534 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.24M +$22.1K +767 +2%
Truist Financial
11
Truist Financial
North Carolina
$919K +$3.25K +113 +0.4%
Citadel Advisors
12
Citadel Advisors
Florida
$797K -$1.61M -55,812 -68%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$589K -$826K -28,734 -59%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$560K -$547K -19,028 -50%
UIA
15
Ulland Investment Advisors
Minnesota
$552K
FWM
16
Fingerlakes Wealth Management
New York
$442K +$7.68K +267 +2%
BFA
17
Beaumont Financial Advisors
Massachusetts
$358K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$310K +$3.25K +113 +1%
UBS Group
19
UBS Group
Switzerland
$266K
UCFA
20
United Capital Financial Advisors
Texas
$254K +$14.9K +517 +6%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$203K +$196K +6,804 New
Osaic Holdings
22
Osaic Holdings
Arizona
$198K +$2.99K +104 +2%
Franklin Resources
23
Franklin Resources
California
$152K
NA
24
NewEdge Advisors
Louisiana
$131K
BA
25
Ballast Advisors
Minnesota
$26.9K

NZAC Hedge Fund Activity: Q2 2023 in Review

30 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q2 2023, worth a combined $205M — up 243% from $59.9M a quarter earlier.

Fund positioning in NZAC was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 6 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $142M. The largest seller was State Street, cutting an estimated $1.64M.

  • 30 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $205M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q2 2023, up 243% quarter-over-quarter.
  • 3 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q2 2023 and 3 closed out, a net change of 0 holders.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q2 2023 was Regents of the University of California, an estimated $142M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q2 2023 was State Street, an estimated $1.64M sold.

Based on aggregated 13F filings for Q2 2023.