Hennessy Sustainable ETF
STNC
5 hedge funds and large institutions have $20.3M invested in Hennessy Sustainable ETF in 2022 Q3 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
3% more capital invested
Capital invested by funds: $19.6M → $20.3M (+$647K)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.49% less ownership
Funds ownership: 53.84% → 50.35% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$1.13M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$529 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$80.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RSWM
1
Robertson Stephens Wealth Management
San Francisco,
California
| $19.5M | +$1.13M | +44,976 | +6% |
|
2
Cerity Partners
New York
| $484K | – | – | – |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $205K | -$80.5K | -3,197 | -27% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $47K | +$13.1K | +521 | +34% |
|
|
5
UBS Group
Zurich,
Switzerland
| $6K | +$529 | +21 | +10% |
|
STNC Hedge Fund Activity: Q3 2022 in Review
5 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Hennessy Sustainable ETF (STNC) for Q3 2022, worth a combined $20.3M — up 3.3% from $19.6M a quarter earlier.
Fund positioning in STNC was balanced in Q3 2022: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Robertson Stephens Wealth Management, adding an estimated $1.13M. The largest seller was Envestnet Asset Management, cutting an estimated $80.5K.
- 5 institutional investors held Hennessy Sustainable ETF (STNC) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $20.3M of Hennessy Sustainable ETF stock for Q3 2022, up 3.3% quarter-over-quarter.
- 0 funds opened new Hennessy Sustainable ETF positions in Q3 2022 and 0 closed out.
- The largest Hennessy Sustainable ETF buyer in Q3 2022 was Robertson Stephens Wealth Management, an estimated $1.13M added.
- The largest Hennessy Sustainable ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $80.5K sold.
Based on aggregated 13F filings for Q3 2022.