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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

30 hedge funds and large institutions have $216M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $191M → $216M (+$24.3M)

0.76% more ownership

Funds ownership: 82.24%83% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

3% less funds holding

Funds holding: 3130 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
10
Reduced
11
Closed
5
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
$157M
State Street
2
State Street
Massachusetts
$34.9M +$382K +13,000 +1%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$5.02M +$108K +3,659 +2%
Morgan Stanley
4
Morgan Stanley
New York
$2.43M +$941K +32,015 +72%
Bank of America
5
Bank of America
North Carolina
$2.09M +$83.7K +2,847 +5%
Ameriprise
6
Ameriprise
Minnesota
$1.75M -$22.4K -763 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.34M +$54.5K +1,854 +5%
UBS Group
8
UBS Group
Switzerland
$1.31M +$1M +34,096 +466%
Citadel Advisors
9
Citadel Advisors
Florida
$1.2M +$1.11M +37,847 New
SAM
10
Smartleaf Asset Management
Massachusetts
$1.12M +$1.04M +35,248 New
Jane Street
11
Jane Street
New York
$1.11M -$1.83M -62,361 -64%
Truist Financial
12
Truist Financial
North Carolina
$1.09M +$68.5K +2,331 +7%
Goldman Sachs
13
Goldman Sachs
New York
$1.05M -$233K -7,926 -19%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$849K -$250K -8,498 -24%
LPL Financial
15
LPL Financial
California
$812K -$308K -10,484 -29%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$553K +$4.62K +157 +0.9%
UIA
17
Ulland Investment Advisors
Minnesota
$511K
FWM
18
Fingerlakes Wealth Management
New York
$471K +$500 +17 +0.1%
IWA
19
Invera Wealth Advisors
Oregon
$335K +$310K +10,556 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$271K -$3.47K -118 -1%
UCFA
21
United Capital Financial Advisors
Texas
$255K -$14.1K -479 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$203K -$7.44K -253 -4%
Franklin Resources
23
Franklin Resources
California
$162K
NA
24
NewEdge Advisors
Louisiana
$138K -$676 -23 -0.5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$76K +$470 +16 +0.7%

NZAC Hedge Fund Activity: Q4 2023 in Review

30 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q4 2023, worth a combined $216M — up 13% from $191M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NZAC and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.11M. The largest seller was Jane Street, cutting an estimated $1.83M.

  • 30 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q4 2023, down from 31 in Q3 2023.
  • Funds reported $216M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 4 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q4 2023 and 5 closed out, a net change of -1 holder.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q4 2023 was Citadel Advisors, an estimated $1.11M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q4 2023 was Jane Street, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2023.