STNC icon

Hennessy Funds Trust Hennessy Sustainable ETF

12 hedge funds and large institutions have $24M invested in Hennessy Funds Trust Hennessy Sustainable ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+7
Holders Change %
+140%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
1
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
1
Robertson Stephens Wealth Management
California
$22.7M +$28.7K +1,022 +0.1%
Cerity Partners
2
Cerity Partners
New York
$581K +$581K +20,653 New
GS
3
GTS Securities
New York
$314K +$314K +11,169 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$211K +$211K +7,494 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$124K +$124K +4,405 New
UBS Group
6
UBS Group
Switzerland
$44.5K +$44.5K +1,581 New
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$8K
NA
8
NewEdge Advisors
Louisiana
$4.58K +$4.58K +163 New
Wells Fargo
9
Wells Fargo
California
$4.02K +$4.02K +143 New
KFI
10
Key Financial Inc
Pennsylvania
$2.84K +$2.84K +101 New
Osaic Holdings
11
Osaic Holdings
Arizona
$2.53K -$81.1K -2,884 -97%
BlackRock
12
BlackRock
New York
$27
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
-$207K -8,204 Closed