Hennessy Sustainable ETF
STNC
12 hedge funds and large institutions have $24M invested in 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.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
140% more funds holding
Funds holding: 5 → 12 (+7)
16% more capital invested
Capital invested by funds: $20.6M → $24M (+$3.36M)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
8.99% less ownership
Funds ownership: 49.18% → 40.19% (-9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$538K |
| 2 |
GS
GTS Securities
New York
|
+$291K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$195K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$115K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$41.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$207K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$75.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RSWM
1
Robertson Stephens Wealth Management
San Francisco,
California
| $22.7M | +$26.6K | +1,022 | +0.1% |
|
|
2
Cerity Partners
New York
| $581K | +$538K | +20,653 | New |
|
|
GS
3
GTS Securities
New York
| $314K | +$291K | +11,169 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $211K | +$195K | +7,494 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $124K | +$115K | +4,405 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $44.5K | +$41.2K | +1,581 | New |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | – | – | – |
|
|
NA
8
NewEdge Advisors
New Orleans,
Louisiana
| $4.58K | +$4.25K | +163 | New |
|
9
Wells Fargo
San Francisco,
California
| $4.02K | +$3.73K | +143 | New |
|
|
KFI
10
Key Financial Inc
West Chester,
Pennsylvania
| $2.84K | +$2.63K | +101 | New |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| $2.53K | -$75.2K | -2,884 | -97% |
|
12
BlackRock
New York
| $27 | – | – | – |
|
|
13
Envestnet Asset Management
Chicago,
Illinois
| – | -$207K | -8,204 | Closed |
|
STNC Hedge Fund Activity: Q4 2023 in Review
12 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Hennessy Sustainable ETF (STNC) for Q4 2023, worth a combined $24M — up 16% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new STNC positions and 1 closed out — a net gain of 7 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $538K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $207K sold.
- 12 institutional investors held Hennessy Sustainable ETF (STNC) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $24M of Hennessy Sustainable ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 8 funds opened new Hennessy Sustainable ETF positions in Q4 2023 and 1 closed out, a net change of +7 holders.
- The largest Hennessy Sustainable ETF buyer in Q4 2023 was Cerity Partners, an estimated $538K added.
- The largest Hennessy Sustainable ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $207K sold.
Based on aggregated 13F filings for Q4 2023.