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Hennessy Sustainable ETF

22 hedge funds and large institutions have $40M invested in Hennessy Sustainable ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

47% more capital invested

Capital invested by funds: $27.2M → $40M (+$12.8M)

19.43% more ownership

Funds ownership: 25.54%44.97% (+19%)

16% more funds holding

Funds holding: 1922 (+3)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
4
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1
Robertson Stephens Wealth Management
California
$19.8M -$689K -21,978 -3%
SC
2
Stance Capital
Massachusetts
$14.6M +$15M +479,825 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.02M
GS
4
GTS Securities
New York
$1.05M +$31.8K +1,013 +3%
LPL Financial
5
LPL Financial
California
$604K
CMA
6
Cedar Mountain Advisors
Oregon
$558K
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$366K +$1.38K +44 +0.4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$297K -$21.4K -683 -7%
MWM
9
Modern Wealth Management
Kansas
$216K
Morgan Stanley
10
Morgan Stanley
New York
$164K
Fidelity Investments
11
Fidelity Investments
Massachusetts
$112K -$8.81K -281 -7%
HFS
12
Horizon Financial Services
North Carolina
$68.2K
UBS Group
13
UBS Group
Switzerland
$48.8K +$49.7K +1,585 +6,891%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$30.7K
GWM
15
Geneos Wealth Management
Colorado
$19.9K +$20.6K +656 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$19K +$94 +3 +0.5%
GSWM
17
Golden State Wealth Management
California
$16.1K +$16.6K +530 New
Osaic Holdings
18
Osaic Holdings
Arizona
$14.4K
NA
19
NewEdge Advisors
Louisiana
$4.95K
VWM
20
Venturi Wealth Management
Texas
$1.3K
TRCT
21
Tower Research Capital (TRC)
New York
$303 +$313 +10 New
NS
22
NBC Securities
Alabama
$146 -$151K -4,828 -100%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$211K -6,724 Closed

STNC Hedge Fund Activity: Q4 2024 in Review

22 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hennessy Sustainable ETF (STNC) for Q4 2024, worth a combined $40M — up 47% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new STNC positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, adding an estimated $49.7K. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $689K.

  • 22 institutional investors held Hennessy Sustainable ETF (STNC) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $40M of Hennessy Sustainable ETF stock for Q4 2024, up 47% quarter-over-quarter.
  • 4 funds opened new Hennessy Sustainable ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
  • The largest Hennessy Sustainable ETF buyer in Q4 2024 was UBS Group, an estimated $49.7K added.
  • The largest Hennessy Sustainable ETF seller in Q4 2024 was Robertson Stephens Wealth Management, an estimated $689K sold.

Based on aggregated 13F filings for Q4 2024.