We are live on ! Find out more
STNC icon

Hennessy Sustainable ETF

24 hedge funds and large institutions have $35.2M invested in Hennessy Sustainable ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

100% more funds holding

Funds holding: 1224 (+12)

47% more capital invested

Capital invested by funds: $24M → $35.2M (+$11.3M)

11.1% less ownership

Funds ownership: 40.19%29.08% (-11%)

Holders
24
Holders Change
+12
Holders Change %
+100%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
6
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1
Robertson Stephens Wealth Management
California
$23.9M -$504K -17,513 -2%
EL
2
Essex LLC
Illinois
$4.32M +$4.1M +142,675 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$1.96M +68,011 New
LPL Financial
4
LPL Financial
California
$928K +$882K +30,655 New
Jane Street
5
Jane Street
New York
$665K +$632K +21,957 New
CMA
6
Cedar Mountain Advisors
Oregon
$557K +$529K +18,404 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$372K +$353K +12,286 New
GS
8
GTS Securities
New York
$371K +$31.3K +1,088 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$368K +$349K +12,146 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$368K +$134K +4,651 +62%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$312K +$170K +5,911 +134%
MWM
12
Modern Wealth Management
Kansas
$215K +$205K +7,118 New
Morgan Stanley
13
Morgan Stanley
New York
$197K +$187K +6,518 New
UBS Group
14
UBS Group
Switzerland
$179K +$124K +4,327 +274%
NS
15
NBC Securities
Alabama
$146K +$139K +4,832 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$136K +$129K +4,490 New
HFS
17
Horizon Financial Services
North Carolina
$68K +$64.7K +2,248 New
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$30.2K +$28.9K +1,006 New
WIA
19
Wetzel Investment Advisors
Indiana
$21.8K +$21.7K +754 New
Osaic Holdings
20
Osaic Holdings
Arizona
$16.7K +$13.3K +462 +513%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$9K
Wells Fargo
22
Wells Fargo
California
$6.54K +$2.1K +73 +51%
NA
23
NewEdge Advisors
Louisiana
$4.93K
VWM
24
Venturi Wealth Management
Texas
$1.3K +$1.24K +43 New
Cerity Partners
25
Cerity Partners
New York
-$581K -20,653 Closed

STNC Hedge Fund Activity: Q1 2024 in Review

24 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Hennessy Sustainable ETF (STNC) for Q1 2024, worth a combined $35.2M — up 47% from $24M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new STNC positions and 3 closed out — a net gain of 12 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Essex LLC, opening a new position worth an estimated $4.1M. The largest seller was Cerity Partners, exiting entirely with an estimated $581K sold.

  • 24 institutional investors held Hennessy Sustainable ETF (STNC) as of Q1 2024, up from 12 in Q4 2023.
  • Funds reported $35.2M of Hennessy Sustainable ETF stock for Q1 2024, up 47% quarter-over-quarter.
  • 15 funds opened new Hennessy Sustainable ETF positions in Q1 2024 and 3 closed out, a net change of +12 holders.
  • The largest Hennessy Sustainable ETF buyer in Q1 2024 was Essex LLC, an estimated $4.1M added.
  • The largest Hennessy Sustainable ETF seller in Q1 2024 was Cerity Partners, an estimated $581K sold.

Based on aggregated 13F filings for Q1 2024.