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Hennessy Funds Trust Hennessy Sustainable ETF

19 hedge funds and large institutions have $27.2M invested in Hennessy Funds Trust Hennessy Sustainable ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
1
Robertson Stephens Wealth Management
California
$21.1M -$2.54M -80,998 -11%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$2.09M
GS
3
GTS Securities
New York
$1.05M +$155K +4,960 +17%
LPL Financial
4
LPL Financial
California
$624K -$364K -11,614 -37%
CMA
5
Cedar Mountain Advisors
Oregon
$576K
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$376K -$532 -17 -0.1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$328K -$30.1K -961 -8%
MWM
8
Modern Wealth Management
Kansas
$223K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$211K +$211K +6,724 New
Morgan Stanley
10
Morgan Stanley
New York
$169K -$35.2K -1,124 -17%
NS
11
NBC Securities
Alabama
$151K
Fidelity Investments
12
Fidelity Investments
Massachusetts
$124K -$13.3K -426 -10%
HFS
13
Horizon Financial Services
North Carolina
$70.4K
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$31.5K
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$20K +$10.6K +334 +112%
Osaic Holdings
16
Osaic Holdings
Arizona
$14.8K -$43.8K -1,400 -75%
NA
17
NewEdge Advisors
Louisiana
$5.11K
VWM
18
Venturi Wealth Management
Texas
$1.35K
UBS Group
19
UBS Group
Switzerland
$720 -$25.8K -823 -97%
EL
20
Essex LLC
Illinois
-$3.94M -133,815 Closed
WIA
21
Wetzel Investment Advisors
Indiana
-$22.8K -754 Closed
Wells Fargo
22
Wells Fargo
California
-$6.5K -221 Closed