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Hennessy Funds Trust Hennessy Sustainable ETF

21 hedge funds and large institutions have $32M invested in Hennessy Funds Trust Hennessy Sustainable ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
1
Robertson Stephens Wealth Management
California
$22.2M -$959K -32,611 -4%
EL
2
Essex LLC
Illinois
$3.94M -$261K -8,860 -6%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.96M -$41.8K -1,420 -2%
LPL Financial
4
LPL Financial
California
$927K +$25.5K +868 +3%
GS
5
GTS Securities
New York
$839K +$479K +16,288 +133%
CMA
6
Cedar Mountain Advisors
Oregon
$541K
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$354K -$3.38K -115 -0.9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$337K -$24.8K -843 -7%
MWM
9
Modern Wealth Management
Kansas
$209K
Morgan Stanley
10
Morgan Stanley
New York
$192K
NS
11
NBC Securities
Alabama
$142K
Fidelity Investments
12
Fidelity Investments
Massachusetts
$129K -$2.62K -89 -2%
HFS
13
Horizon Financial Services
North Carolina
$66.1K
Osaic Holdings
14
Osaic Holdings
Arizona
$55.1K +$38.9K +1,322 +239%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$29.5K
UBS Group
16
UBS Group
Switzerland
$24.9K -$149K -5,062 -86%
WIA
17
Wetzel Investment Advisors
Indiana
$22.8K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$9K
Wells Fargo
19
Wells Fargo
California
$6.5K +$147 +5 +2%
NA
20
NewEdge Advisors
Louisiana
$4.79K
VWM
21
Venturi Wealth Management
Texas
$1.27K
Jane Street
22
Jane Street
New York
-$665K -21,957 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$368K -12,145 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$312K -10,316 Closed