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Hennessy Funds Trust Hennessy Sustainable ETF
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Overview Fund Activity

6 hedge funds and large institutions have $23.1M invested in Hennessy Funds Trust Hennessy Sustainable ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$535K
2
RSWM
Robertson Stephens Wealth Management
California
+$171K
3
Osaic Holdings
Osaic Holdings
Arizona
+$13.8K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$8K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$4.58K
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
1
Robertson Stephens Wealth Management
California
$22M +$171K +6,457 +0.8%
Cerity Partners
2
Cerity Partners
New York
$547K – – –
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$535K +$535K +20,194 New
Osaic Holdings
4
Osaic Holdings
Arizona
$64.8K +$13.8K +521 +27%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +297 New
UBS Group
6
UBS Group
Switzerland
$2.04K -$4.58K -173 -69%