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Hennessy Funds Trust Hennessy Sustainable ETF

22 hedge funds and large institutions have $78.8M invested in Hennessy Funds Trust Hennessy Sustainable ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
4
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GS
1
GTS Securities
New York
$39.1M +$38.1M +1,233,893 +3,783%
SC
2
Stance Capital
Massachusetts
$14.6M -$238K -7,700 -2%
BlackRock
3
BlackRock
New York
$13.1M +$13.1M +424,278 New
RSWM
4
Robertson Stephens Wealth Management
California
$7.1M -$11.3M -366,070 -61%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$1.91M -$109K -3,478 -5%
LPL Financial
6
LPL Financial
California
$546K -$49K -1,588 -8%
CMA
7
Cedar Mountain Advisors
Oregon
$469K
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$383K +$154K +5,005 +68%
MFIM
9
Mesirow Financial Investment Management
Illinois
$307K +$52.6K +1,704 +21%
MWM
10
Modern Wealth Management
Kansas
$220K
APWA
11
Atlas Private Wealth Advisors
New Jersey
$213K +$213K +6,890 New
UBS Group
12
UBS Group
Switzerland
$192K +$129K +4,192 +207%
Morgan Stanley
13
Morgan Stanley
New York
$157K -$9.6K -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 +$95.6K +3,097 New
HFS
17
Horizon Financial Services
North Carolina
$69.4K
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$31K
GWM
19
Geneos Wealth Management
Colorado
$20.3K -$20.3K -656 -50%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$20K
GSWM
21
Golden State Wealth Management
California
$16.4K
AWM
22
Abound Wealth Management
Tennessee
$15.1K +$15.1K +490 New
NA
23
NewEdge Advisors
Louisiana
-$4.86K -163 Closed
AGWCA
24
Annis Gardner Whiting Capital Advisors
Florida
-$1.37K -46 Closed