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Hennessy Sustainable ETF

20 hedge funds and large institutions have $37.4M invested in 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

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.3% less ownership

Funds ownership: 44.97%43.66% (-1.3%)

7% less capital invested

Capital invested by funds: $40M → $37.4M (-$2.61M)

9% less funds holding

Funds holding: 2220 (-2)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

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
Change in
Stake
RSWM
1
Robertson Stephens Wealth Management
California
$17.8M -$1.75M -56,760 -9%
SC
2
Stance Capital
Massachusetts
$14.3M +$40.6K +1,318 +0.3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.92M -$72.6K -2,355 -4%
GS
4
GTS Securities
New York
$973K -$58.5K -1,897 -5%
LPL Financial
5
LPL Financial
California
$575K -$19.7K -638 -3%
CMA
6
Cedar Mountain Advisors
Oregon
$453K -$98.7K -3,200 -17%
MFIM
7
Mesirow Financial Investment Management
Illinois
$246K +$255K +8,255 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$221K -$73.8K -2,394 -24%
MWM
9
Modern Wealth Management
Kansas
$212K
Morgan Stanley
10
Morgan Stanley
New York
$161K
NS
11
NBC Securities
Alabama
$144K +$149K +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 +$12.7K +413 +26%
GWM
15
Geneos Wealth Management
Colorado
$39.1K +$20.2K +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 +$1.42K +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
-$1.3K -43 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$303 -10 Closed

STNC Hedge Fund Activity: Q1 2025 in Review

20 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Hennessy Sustainable ETF (STNC) for Q1 2025, worth a combined $37.4M — down 6.5% from $40M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of STNC and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was Mesirow Financial Investment Management, opening a new position worth an estimated $255K. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $1.75M.

  • 20 institutional investors held Hennessy Sustainable ETF (STNC) as of Q1 2025, down from 22 in Q4 2024.
  • Funds reported $37.4M of Hennessy Sustainable ETF stock for Q1 2025, down 6.5% quarter-over-quarter.
  • 2 funds opened new Hennessy Sustainable ETF positions in Q1 2025 and 4 closed out, a net change of -2 holders.
  • The largest Hennessy Sustainable ETF buyer in Q1 2025 was Mesirow Financial Investment Management, an estimated $255K added.
  • The largest Hennessy Sustainable ETF seller in Q1 2025 was Robertson Stephens Wealth Management, an estimated $1.75M sold.

Based on aggregated 13F filings for Q1 2025.