Hennessy Sustainable ETF
STNC
6 hedge funds and large institutions have $23.1M invested in 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.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
8% more capital invested
Capital invested by funds: $21.4M → $23.1M (+$1.77M)
1.02% more ownership
Funds ownership: 50.67% → 51.68% (+1%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$525K |
| 2 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$168K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13.5K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RSWM
1
Robertson Stephens Wealth Management
San Francisco,
California
| $22M | +$168K | +6,457 | +0.8% |
|
2
Cerity Partners
New York
| $547K | – | – | – |
|
|
JMPWA
3
JP Morgan Private Wealth Advisors
San Francisco,
California
| $535K | +$525K | +20,194 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $64.8K | +$13.5K | +521 | +27% |
|
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | +$7.72K | +297 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $2.04K | -$4.5K | -173 | -69% |
|
STNC Hedge Fund Activity: Q1 2023 in Review
6 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Hennessy Sustainable ETF (STNC) for Q1 2023, worth a combined $23.1M — up 8.3% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new STNC positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $525K. The largest seller was UBS Group, cutting an estimated $4.5K.
- 6 institutional investors held Hennessy Sustainable ETF (STNC) as of Q1 2023, up from 4 in Q4 2022.
- Funds reported $23.1M of Hennessy Sustainable ETF stock for Q1 2023, up 8.3% quarter-over-quarter.
- 2 funds opened new Hennessy Sustainable ETF positions in Q1 2023 and 0 closed out, a net change of +2 holders.
- The largest Hennessy Sustainable ETF buyer in Q1 2023 was JP Morgan Private Wealth Advisors, an estimated $525K added.
- The largest Hennessy Sustainable ETF seller in Q1 2023 was UBS Group, an estimated $4.5K sold.
Based on aggregated 13F filings for Q1 2023.