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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

31 hedge funds and large institutions have $191M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 3031 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.82% less ownership

Funds ownership: 84.07%82.24% (-1.8%)

7% less capital invested

Capital invested by funds: $205M → $191M (-$14M)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
5
Reduced
12
Closed
2
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
$140M
State Street
2
State Street
Massachusetts
$30.9M -$1.04M -35,000 -3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$4.39M +$238K +8,017 +5%
Jane Street
4
Jane Street
New York
$2.76M -$2.66M -89,839 -48%
Bank of America
5
Bank of America
North Carolina
$1.79M +$92.4K +3,116 +5%
Ameriprise
6
Ameriprise
Minnesota
$1.59M +$24.1K +812 +1%
Morgan Stanley
7
Morgan Stanley
New York
$1.26M +$25.2K +849 +2%
Goldman Sachs
8
Goldman Sachs
New York
$1.16M +$1.22M +41,000 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.15M -$36K -1,213 -3%
LPL Financial
10
LPL Financial
California
$1.02M -$323K -10,888 -23%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1M -$573K -19,345 -35%
Truist Financial
12
Truist Financial
North Carolina
$908K +$34.6K +1,167 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$491K -$74.2K -2,505 -13%
UIA
14
Ulland Investment Advisors
Minnesota
$458K -$71.1K -2,400 -13%
FWM
15
Fingerlakes Wealth Management
New York
$421K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$340K -$219K -7,390 -39%
BFA
17
Beaumont Financial Advisors
Massachusetts
$298K -$45.7K -1,542 -13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$246K -$51.1K -1,723 -17%
UCFA
19
United Capital Financial Advisors
Texas
$242K
UBS Group
20
UBS Group
Switzerland
$208K -$47.4K -1,600 -18%
Osaic Holdings
21
Osaic Holdings
Arizona
$189K -$89 -3 -0%
Franklin Resources
22
Franklin Resources
California
$145K
NA
23
NewEdge Advisors
Louisiana
$125K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$67K +$70.4K +2,375 New
BA
25
Ballast Advisors
Minnesota
$25.6K

NZAC Hedge Fund Activity: Q3 2023 in Review

31 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q3 2023, worth a combined $191M — down 6.8% from $205M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NZAC positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 12 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.22M. The largest seller was Jane Street, cutting an estimated $2.66M.

  • 31 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q3 2023, up from 30 in Q2 2023.
  • Funds reported $191M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 3 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q3 2023 was Goldman Sachs, an estimated $1.22M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q3 2023 was Jane Street, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2023.