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Hennessy Funds Trust Hennessy Sustainable ETF

5 hedge funds and large institutions have $20.6M invested in Hennessy Funds Trust Hennessy Sustainable ETF in 2023 Q3 according to their latest regulatory filings, with 2 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
Holders Change %
0%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
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
$20.3M -$417K -16,527 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$207K +$207K +8,204 New
Osaic Holdings
3
Osaic Holdings
Arizona
$75K +$10.4K +412 +16%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$7K
BlackRock
5
BlackRock
New York
$25 +$25 +1 New
Cerity Partners
6
Cerity Partners
New York
-$556K -20,653 Closed
GS
7
GTS Securities
New York
-$315K -11,703 Closed