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State Street SPDR MSCI ACWI Climate Paris Aligned ETF

30 hedge funds and large institutions have $64.7M invested in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.36% less ownership

Funds ownership: 44.94%44.58% (-0.36%)

4% less capital invested

Capital invested by funds: $67M → $64.7M (-$2.36M)

17% less funds holding

Funds holding: 3630 (-6)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
30
Holders Change
-6
Holders Change %
-16.67%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
12
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$38.7M +$2.9M +79,000 +8%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$6.1M +$255K +6,954 +4%
IWA
3
Invera Wealth Advisors
Oregon
$4.48M -$87.9K -2,396 -2%
Morgan Stanley
4
Morgan Stanley
New York
$2.13M +$64.1K +1,746 +3%
Bank of America
5
Bank of America
North Carolina
$2.01M -$37.6K -1,025 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.96M +$135K +3,687 +7%
Truist Financial
7
Truist Financial
North Carolina
$1.27M -$42.7K -1,163 -3%
LPL Financial
8
LPL Financial
California
$1.21M +$243K +6,631 +24%
SAM
9
Smartleaf Asset Management
Massachusetts
$1.2M -$356K -9,702 -22%
Raymond James Financial
10
Raymond James Financial
Florida
$1.05M +$833K +22,701 +330%
UBS Group
11
UBS Group
Switzerland
$864K -$60.1K -1,638 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$663K +$26K +710 +4%
FWM
13
Fingerlakes Wealth Management
New York
$446K -$4.11K -112 -0.9%
CA
14
CWC Advisors
Oregon
$357K +$880 +24 +0.2%
UCFA
15
United Capital Financial Advisors
Texas
$281K -$10.5K -286 -3%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$228K
MG
17
Mather Group
Illinois
$218K +$2.02K +55 +0.9%
IWC
18
Integrated Wealth Concepts
Massachusetts
$213K +$221K +6,011 New
MGWA
19
Monument Group Wealth Advisors
Massachusetts
$207K
Citadel Advisors
20
Citadel Advisors
Florida
$200K -$138K -3,760 -40%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$182K +$27.5K +750 +17%
Franklin Resources
22
Franklin Resources
California
$180K
NA
23
NewEdge Advisors
Louisiana
$121K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$99K -$954 -26 -0.9%
Osaic Holdings
25
Osaic Holdings
Arizona
$97K +$3.85K +105 +4%

NZAC Hedge Fund Activity: Q1 2025 in Review

30 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) for Q1 2025, worth a combined $64.7M — down 3.5% from $67M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NZAC and 2 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 12 added.

The largest buyer was State Street, adding an estimated $2.9M. The largest seller was Jane Street, exiting entirely with an estimated $2.62M sold.

  • 30 institutional investors held State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) as of Q1 2025, down from 36 in Q4 2024.
  • Funds reported $64.7M of State Street SPDR MSCI ACWI Climate Paris Aligned ETF stock for Q1 2025, down 3.5% quarter-over-quarter.
  • 2 funds opened new State Street SPDR MSCI ACWI Climate Paris Aligned ETF positions in Q1 2025 and 8 closed out, a net change of -6 holders.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF buyer in Q1 2025 was State Street, an estimated $2.9M added.
  • The largest State Street SPDR MSCI ACWI Climate Paris Aligned ETF seller in Q1 2025 was Jane Street, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2025.