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Hennessy Funds Trust Hennessy Sustainable ETF

5 hedge funds and large institutions have $19.6M invested in Hennessy Funds Trust Hennessy Sustainable ETF in 2022 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
1
Robertson Stephens Wealth Management
California
$18.8M +$333K +13,980 +2%
Cerity Partners
2
Cerity Partners
New York
$492K
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$285K -$5.26K -221 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$36K
UBS Group
5
UBS Group
Switzerland
$5K +$46 +2 +0.9%
UCFA
6
United Capital Financial Advisors
Texas
-$202K -7,500 Closed