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Hennessy Sustainable ETF

21 hedge funds and large institutions have $34.3M invested in Hennessy Sustainable ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2121 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

7.68% less ownership

Funds ownership: 44.27%36.59% (-7.7%)

18% less capital invested

Capital invested by funds: $41.7M → $34.3M (-$7.42M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.25%
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
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Stance Capital
Massachusetts
$14.6M -$958K -29,127 -6%
BlackRock
2
BlackRock
New York
$6.78M -$7.22M -219,620 -52%
RSWM
3
Robertson Stephens Wealth Management
California
$6.39M -$716K -21,761 -10%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.06M
GS
5
GTS Securities
New York
$1.73M +$797K +24,228 +86%
LPL Financial
6
LPL Financial
California
$515K -$9.64K -293 -2%
CMA
7
Cedar Mountain Advisors
Oregon
$504K
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$413K -$7.04K -214 -2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$249K +$247K +7,523 New
MFIM
10
Mesirow Financial Investment Management
Illinois
$217K -$112K -3,402 -34%
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$202K +$200K +6,081 New
Morgan Stanley
12
Morgan Stanley
New York
$168K
NS
13
NBC Securities
Alabama
$162K +$1.58K +48 +1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$122K
HFS
15
Horizon Financial Services
North Carolina
$74.5K
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$33.3K
GWM
17
Geneos Wealth Management
Colorado
$21.7K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$21K +$132 +4 +0.6%
GSWM
19
Golden State Wealth Management
California
$17.6K
Osaic Holdings
20
Osaic Holdings
Arizona
$15.8K +$66 +2 +0.4%
UBS Group
21
UBS Group
Switzerland
$4.57K -$145K -4,410 -97%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$52K -1,599 Closed
WANY
23
Wealthspire Advisors (New York)
New York
-$31.9K -976 Closed

STNC Hedge Fund Activity: Q4 2025 in Review

21 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Hennessy Sustainable ETF (STNC) for Q4 2025, worth a combined $34.3M — down 18% from $41.7M a quarter earlier.

Fund positioning in STNC was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 7 trimmed.

The largest buyer was GTS Securities, adding an estimated $797K. The largest seller was BlackRock, cutting an estimated $7.22M.

  • 21 institutional investors held Hennessy Sustainable ETF (STNC) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $34.3M of Hennessy Sustainable ETF stock for Q4 2025, down 18% quarter-over-quarter.
  • 2 funds opened new Hennessy Sustainable ETF positions in Q4 2025 and 2 closed out, a net change of 0 holders.
  • The largest Hennessy Sustainable ETF buyer in Q4 2025 was GTS Securities, an estimated $797K added.
  • The largest Hennessy Sustainable ETF seller in Q4 2025 was BlackRock, an estimated $7.22M sold.

Based on aggregated 13F filings for Q4 2025.