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Hennessy Funds Trust Hennessy Sustainable ETF
STNC

Overview Fund Activity

24 hedge funds and large institutions have $35.2M invested in Hennessy Funds Trust 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
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
–

Top Buyers

1
EL
Essex LLC
Illinois
+$4.32M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.06M
3
LPL Financial
LPL Financial
California
+$928K
4
Jane Street
Jane Street
New York
+$665K
5
CMA
Cedar Mountain Advisors
Oregon
+$557K

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$581K
2
RSWM
Robertson Stephens Wealth Management
California
-$530K
3
KFI
Key Financial Inc
Pennsylvania
-$2.84K
4
BlackRock
BlackRock
New York
-$27
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
1
Robertson Stephens Wealth Management
California
$23.9M -$530K -17,513 -2%
EL
2
Essex LLC
Illinois
$4.32M +$4.32M +142,675 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$2.06M +68,011 New
LPL Financial
4
LPL Financial
California
$928K +$928K +30,655 New
Jane Street
5
Jane Street
New York
$665K +$665K +21,957 New
CMA
6
Cedar Mountain Advisors
Oregon
$557K +$557K +18,404 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$372K +$372K +12,286 New
GS
8
GTS Securities
New York
$371K +$32.9K +1,088 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$368K +$368K +12,146 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$368K +$141K +4,651 +62%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$312K +$179K +5,911 +134%
MWM
12
Modern Wealth Management
Kansas
$215K +$215K +7,118 New
Morgan Stanley
13
Morgan Stanley
New York
$197K +$197K +6,518 New
UBS Group
14
UBS Group
Switzerland
$179K +$131K +4,327 +274%
NS
15
NBC Securities
Alabama
$146K +$146K +4,832 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$136K +$136K +4,490 New
HFS
17
Horizon Financial Services
North Carolina
$68K +$68K +2,248 New
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$30.2K +$30.2K +1,006 New
WIA
19
Wetzel Investment Advisors
Indiana
$21.8K +$21.8K +754 New
Osaic Holdings
20
Osaic Holdings
Arizona
$16.7K +$14K +462 +513%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
Wells Fargo
22
Wells Fargo
California
$6.54K +$2.21K +73 +51%
NA
23
NewEdge Advisors
Louisiana
$4.93K – – –
VWM
24
Venturi Wealth Management
Texas
$1.3K +$1.3K +43 New
Cerity Partners
25
Cerity Partners
New York
– -$581K -20,653 Closed
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