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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

33 hedge funds and large institutions have $61.9M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more funds holding

Funds holding: 3133 (+2)

1% more capital invested

Capital invested by funds: $61.6M → $61.9M (+$349K)

0.93% less ownership

Funds ownership: 55.29%54.37% (-0.93%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$36.1M +$1.11M +32,901 +3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$5.44M -$43.5K -1,288 -0.8%
Bank of America
3
Bank of America
North Carolina
$3.2M -$226K -6,704 -7%
UBS Group
4
UBS Group
Switzerland
$2.06M +$50.1K +1,484 +3%
Ameriprise
5
Ameriprise
Minnesota
$2.01M +$67.9K +2,011 +4%
IWA
6
Invera Wealth Advisors
Oregon
$1.84M +$1.65K +49 +0.1%
Morgan Stanley
7
Morgan Stanley
New York
$1.72M +$339K +10,047 +25%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.65M +$49K +1,452 +3%
Truist Financial
9
Truist Financial
North Carolina
$1.32M +$25.2K +747 +2%
SAM
10
Smartleaf Asset Management
Massachusetts
$1.15M -$66.8K -1,980 -6%
LPL Financial
11
LPL Financial
California
$810K -$98.2K -2,909 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$628K +$10.7K +316 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$533K -$349K -10,353 -40%
FWM
14
Fingerlakes Wealth Management
New York
$502K -$9.89K -293 -2%
UIA
15
Ulland Investment Advisors
Minnesota
$462K -$91.8K -2,720 -17%
Goldman Sachs
16
Goldman Sachs
New York
$414K -$60.4K -1,790 -13%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$411K +$74.9K +2,220 +23%
UCFA
18
United Capital Financial Advisors
Texas
$278K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$261K -$22.3K -661 -8%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$222K +$217K +6,444 New
MGWA
21
Monument Group Wealth Advisors
Massachusetts
$201K +$197K +5,840 New
MG
22
Mather Group
Illinois
$197K +$2.36K +70 +1%
Franklin Resources
23
Franklin Resources
California
$176K
NA
24
NewEdge Advisors
Louisiana
$150K
PWMG
25
Private Wealth Management Group
New Jersey
$69.2K

NZAC Hedge Fund Activity: Q2 2024 in Review

33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q2 2024, worth a combined $61.9M — up 0.57% from $61.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NZAC positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was State Street, adding an estimated $1.11M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.58M sold.

  • 33 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q2 2024, up from 31 in Q1 2024.
  • Funds reported $61.9M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q2 2024, up 0.57% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q2 2024 was State Street, an estimated $1.11M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q2 2024 was Citadel Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2024.