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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

35 hedge funds and large institutions have $70.1M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

82.38% more ownership

Funds ownership: 54.37%136.75% (+82%)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $61.9M → $70.1M (+$8.2M)

6% more funds holding

Funds holding: 3335 (+2)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$39M -$71.3K -2,001 -0.2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$5.87M -$14.3K -401 -0.3%
Citadel Advisors
3
Citadel Advisors
Florida
$3.92M +$3.74M +105,157 New
Bank of America
4
Bank of America
North Carolina
$2.82M -$613K -17,222 -19%
IWA
5
Invera Wealth Advisors
Oregon
$2.18M +$217K +6,087 +12%
Ameriprise
6
Ameriprise
Minnesota
$2.15M -$25.4K -712 -1%
UBS Group
7
UBS Group
Switzerland
$2.13M -$86.9K -2,439 -4%
Morgan Stanley
8
Morgan Stanley
New York
$1.93M +$74.9K +2,104 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.78M -$1.75K -49 -0.1%
Truist Financial
10
Truist Financial
North Carolina
$1.43M -$6.16K -173 -0.5%
SAM
11
Smartleaf Asset Management
Massachusetts
$1.21M -$23.9K -670 -2%
LPL Financial
12
LPL Financial
California
$875K -$249 -7 -0%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$654K -$24.1K -678 -4%
FWM
14
Fingerlakes Wealth Management
New York
$524K -$17.5K -490 -3%
UIA
15
Ulland Investment Advisors
Minnesota
$500K
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$443K -$1.39K -39 -0.3%
Jane Street
17
Jane Street
New York
$409K +$390K +10,960 New
CA
18
CWC Advisors
Oregon
$387K +$370K +10,377 New
UCFA
19
United Capital Financial Advisors
Texas
$307K +$6.59K +185 +2%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$240K
MG
21
Mather Group
Illinois
$226K +$8.83K +248 +4%
MGWA
22
Monument Group Wealth Advisors
Massachusetts
$218K
Wells Fargo
23
Wells Fargo
California
$210K +$200K +5,621 +562,100%
Franklin Resources
24
Franklin Resources
California
$192K
NA
25
NewEdge Advisors
Louisiana
$129K -$32.1K -900 -21%

NZAC Hedge Fund Activity: Q3 2024 in Review

35 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q3 2024, worth a combined $70.1M — up 13% from $61.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NZAC positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 15 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $113M. The largest seller was Bank of America, cutting an estimated $613K.

  • 35 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q3 2024, up from 33 in Q2 2024.
  • Funds reported $70.1M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 5 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q3 2024 and 3 closed out, a net change of +2 holders.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $113M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q3 2024 was Bank of America, an estimated $613K sold.

Based on aggregated 13F filings for Q3 2024.