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Hennessy Sustainable ETF

23 hedge funds and large institutions have $78.9M invested in Hennessy Sustainable ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

111% more capital invested

Capital invested by funds: $37.4M → $78.9M (+$41.5M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43.22% more ownership

Funds ownership: 43.66%86.89% (+43%)

15% more funds holding

Funds holding: 2023 (+3)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
4
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
1
GTS Securities
New York
$39.1M +$36.4M +1,233,893 +3,783%
SC
2
Stance Capital
Massachusetts
$14.6M -$227K -7,700 -2%
BlackRock
3
BlackRock
New York
$13.1M +$12.5M +424,278 New
RSWM
4
Robertson Stephens Wealth Management
California
$7.1M -$10.8M -366,070 -61%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$1.91M -$103K -3,478 -5%
LPL Financial
6
LPL Financial
California
$546K -$46.9K -1,588 -8%
CMA
7
Cedar Mountain Advisors
Oregon
$469K
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$383K +$148K +5,005 +68%
MFIM
9
Mesirow Financial Investment Management
Illinois
$307K +$50.3K +1,704 +21%
MWM
10
Modern Wealth Management
Kansas
$220K
APWA
11
Atlas Private Wealth Advisors
New Jersey
$213K +$203K +6,890 New
UBS Group
12
UBS Group
Switzerland
$192K +$124K +4,192 +207%
Morgan Stanley
13
Morgan Stanley
New York
$157K -$9.18K -311 -6%
NS
14
NBC Securities
Alabama
$149K
Fidelity Investments
15
Fidelity Investments
Massachusetts
$114K
Raymond James Financial
16
Raymond James Financial
Florida
$95.6K +$91.4K +3,097 New
Osaic Holdings
17
Osaic Holdings
Arizona
$83.8K +$80.2K +2,716 New
HFS
18
Horizon Financial Services
North Carolina
$69.4K
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$31K
GWM
20
Geneos Wealth Management
Colorado
$20.3K -$19.4K -656 -50%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$20K
GSWM
22
Golden State Wealth Management
California
$16.4K
AWM
23
Abound Wealth Management
Tennessee
$15.1K +$14.5K +490 New
NA
24
NewEdge Advisors
Louisiana
-$4.86K -163 Closed
AGWCA
25
Annis Gardner Whiting Capital Advisors
Florida
-$1.37K -46 Closed

STNC Hedge Fund Activity: Q2 2025 in Review

23 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Hennessy Sustainable ETF (STNC) for Q2 2025, worth a combined $78.9M — up 111% from $37.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new STNC positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was GTS Securities, adding an estimated $36.4M. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $10.8M.

  • 23 institutional investors held Hennessy Sustainable ETF (STNC) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $78.9M of Hennessy Sustainable ETF stock for Q2 2025, up 111% quarter-over-quarter.
  • 5 funds opened new Hennessy Sustainable ETF positions in Q2 2025 and 2 closed out, a net change of +3 holders.
  • The largest Hennessy Sustainable ETF buyer in Q2 2025 was GTS Securities, an estimated $36.4M added.
  • The largest Hennessy Sustainable ETF seller in Q2 2025 was Robertson Stephens Wealth Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2025.