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Hennessy Funds Trust Hennessy Sustainable ETF

20 hedge funds and large institutions have $37.4M invested in Hennessy Funds Trust Hennessy Sustainable ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
4
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
1
Robertson Stephens Wealth Management
California
$17.8M -$1.69M -56,760 -9%
SC
2
Stance Capital
Massachusetts
$14.3M +$39.3K +1,318 +0.3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.92M -$70.2K -2,355 -4%
GS
4
GTS Securities
New York
$973K -$56.6K -1,897 -5%
LPL Financial
5
LPL Financial
California
$575K -$19K -638 -3%
CMA
6
Cedar Mountain Advisors
Oregon
$453K -$95.4K -3,200 -17%
MFIM
7
Mesirow Financial Investment Management
Illinois
$246K +$246K +8,255 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$221K -$71.4K -2,394 -24%
MWM
9
Modern Wealth Management
Kansas
$212K
Morgan Stanley
10
Morgan Stanley
New York
$161K
NS
11
NBC Securities
Alabama
$144K +$144K +4,828 +120,700%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$110K
HFS
13
Horizon Financial Services
North Carolina
$67K
UBS Group
14
UBS Group
Switzerland
$60.3K +$12.3K +413 +26%
GWM
15
Geneos Wealth Management
Colorado
$39.1K +$19.6K +656 +100%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$26.6K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$19K
GSWM
18
Golden State Wealth Management
California
$15.8K
NA
19
NewEdge Advisors
Louisiana
$4.86K
AGWCA
20
Annis Gardner Whiting Capital Advisors
Florida
$1.37K +$1.37K +46 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
-$366K -12,058 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-$14.4K -474 Closed
VWM
23
Venturi Wealth Management
Texas
-$1.31K -43 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$303 -10 Closed