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Hennessy Funds Trust Hennessy Sustainable ETF

5 hedge funds and large institutions have $23.1M invested in Hennessy Funds Trust Hennessy Sustainable ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 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
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
1
Robertson Stephens Wealth Management
California
$22.1M -$225K -8,346 -1%
Cerity Partners
2
Cerity Partners
New York
$556K
GS
3
GTS Securities
New York
$315K +$315K +11,703 New
Osaic Holdings
4
Osaic Holdings
Arizona
$69K +$3.04K +113 +5%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$8K
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
-$535K -20,194 Closed
UBS Group
7
UBS Group
Switzerland
-$2.04K -77 Closed