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Hennessy Sustainable ETF

21 hedge funds and large institutions have $41.7M invested in Hennessy Sustainable ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 2321 (-2)

42.62% less ownership

Funds ownership: 86.89%44.27% (-43%)

47% less capital invested

Capital invested by funds: $78.9M → $41.7M (-$37.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
2
Increased
1
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Stance Capital
Massachusetts
$15.4M -$111K -3,445 -0.7%
BlackRock
2
BlackRock
New York
$13.9M
RSWM
3
Robertson Stephens Wealth Management
California
$7.01M -$496K -15,451 -7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.98M
GS
5
GTS Securities
New York
$918K -$39.8M -1,238,413 -98%
LPL Financial
6
LPL Financial
California
$517K -$59.8K -1,863 -11%
CMA
7
Cedar Mountain Advisors
Oregon
$497K
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$415K +$8.96K +279 +2%
MFIM
9
Mesirow Financial Investment Management
Illinois
$325K
Morgan Stanley
10
Morgan Stanley
New York
$166K
NS
11
NBC Securities
Alabama
$158K
UBS Group
12
UBS Group
Switzerland
$149K -$53.5K -1,665 -27%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$121K
HFS
14
Horizon Financial Services
North Carolina
$73.4K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$52K +$51.3K +1,599 New
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$32.9K
WANY
17
Wealthspire Advisors (New York)
New York
$31.9K +$31.3K +976 New
GWM
18
Geneos Wealth Management
Colorado
$21.4K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$21K
GSWM
20
Golden State Wealth Management
California
$17.3K
Osaic Holdings
21
Osaic Holdings
Arizona
$15.5K -$72K -2,242 -83%
MWM
22
Modern Wealth Management
Kansas
-$220K -7,118 Closed
APWA
23
Atlas Private Wealth Advisors
New Jersey
-$213K -6,890 Closed
Raymond James Financial
24
Raymond James Financial
Florida
-$95.6K -3,097 Closed
AWM
25
Abound Wealth Management
Tennessee
-$15.1K -490 Closed

STNC Hedge Fund Activity: Q3 2025 in Review

21 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Hennessy Sustainable ETF (STNC) for Q3 2025, worth a combined $41.7M — down 47% from $78.9M 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 1 added.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $51.3K. The largest seller was GTS Securities, cutting an estimated $39.8M.

  • 21 institutional investors held Hennessy Sustainable ETF (STNC) as of Q3 2025, down from 23 in Q2 2025.
  • Funds reported $41.7M of Hennessy Sustainable ETF stock for Q3 2025, down 47% quarter-over-quarter.
  • 2 funds opened new Hennessy Sustainable ETF positions in Q3 2025 and 4 closed out, a net change of -2 holders.
  • The largest Hennessy Sustainable ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $51.3K added.
  • The largest Hennessy Sustainable ETF seller in Q3 2025 was GTS Securities, an estimated $39.8M sold.

Based on aggregated 13F filings for Q3 2025.