Hennessy Sustainable ETF
STNC
6 hedge funds and large institutions have $22M invested in Hennessy Sustainable ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
4.5% less ownership
Funds ownership: 60.49% → 55.99% (-4.5%)
9% less capital invested
Capital invested by funds: $24M → $22M (-$2.06M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$327K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.77K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$471K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RSWM
1
Robertson Stephens Wealth Management
San Francisco,
California
| $20.8M | -$471K | -17,556 | -2% |
|
2
Cerity Partners
New York
| $555K | – | – | – |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $327K | +$327K | +12,189 | New |
|
|
UCFA
4
United Capital Financial Advisors
Irving,
Texas
| $202K | – | – | – |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $41K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $6K | +$5.77K | +215 | New |
|
STNC Hedge Fund Activity: Q1 2022 in Review
6 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Hennessy Sustainable ETF (STNC) for Q1 2022, worth a combined $22M — down 8.6% from $24M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new STNC positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $327K. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $471K.
- 6 institutional investors held Hennessy Sustainable ETF (STNC) as of Q1 2022, up from 4 in Q4 2021.
- Funds reported $22M of Hennessy Sustainable ETF stock for Q1 2022, down 8.6% quarter-over-quarter.
- 2 funds opened new Hennessy Sustainable ETF positions in Q1 2022 and 0 closed out, a net change of +2 holders.
- The largest Hennessy Sustainable ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $327K added.
- The largest Hennessy Sustainable ETF seller in Q1 2022 was Robertson Stephens Wealth Management, an estimated $471K sold.
Based on aggregated 13F filings for Q1 2022.