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Hennessy Sustainable ETF

24 hedge funds and large institutions have $38M invested in Hennessy Sustainable ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

14% more funds holding

Funds holding: 2124 (+3)

11% more capital invested

Capital invested by funds: $34.3M → $38M (+$3.73M)

6.46% more ownership

Funds ownership: 36.59%43.05% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
3
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1
Robertson Stephens Wealth Management
California
$15.7M +$9.35M +269,624 +140%
SC
2
Stance Capital
Massachusetts
$15M -$7.94K -229 -0.1%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.09M -$2.36K -68 -0.1%
BlackRock
4
BlackRock
New York
$931K -$6.14M -177,232 -87%
GS
5
GTS Securities
New York
$749K -$1.05M -30,263 -58%
LPL Financial
6
LPL Financial
California
$600K +$74.3K +2,144 +14%
AFP
7
Ausdal Financial Partners
Iowa
$583K +$595K +17,161 New
CMA
8
Cedar Mountain Advisors
Oregon
$516K
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$424K
MFIM
10
Mesirow Financial Investment Management
Illinois
$340K +$119K +3,443 +53%
HF
11
HRT Financial
New York
$252K +$258K +7,436 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$204K +$208K +6,000 New
Morgan Stanley
13
Morgan Stanley
New York
$173K
NS
14
NBC Securities
Alabama
$166K
Fidelity Investments
15
Fidelity Investments
Massachusetts
$125K
HFS
16
Horizon Financial Services
North Carolina
$76.3K
Wells Fargo
17
Wells Fargo
California
$25.4K +$25.9K +748 New
HI
18
Harbour Investments
Wisconsin
$23.5K +$24K +692 New
GWM
19
Geneos Wealth Management
Colorado
$22.3K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$21.7K
AAP
21
Arax Advisory Partners
Colorado
$20K +$20.4K +588 New
GSWM
22
Golden State Wealth Management
California
$17.7K -$277 -8 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$14.8K -$1.39K -40 -8%
UBS Group
24
UBS Group
Switzerland
$2.38K -$2.36K -68 -49%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$249K -7,523 Closed

STNC Hedge Fund Activity: Q1 2026 in Review

24 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hennessy Sustainable ETF (STNC) for Q1 2026, worth a combined $38M — up 11% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new STNC positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 7 trimmed.

The largest buyer was Robertson Stephens Wealth Management, adding an estimated $9.35M. The largest seller was BlackRock, cutting an estimated $6.14M.

  • 24 institutional investors held Hennessy Sustainable ETF (STNC) as of Q1 2026, up from 21 in Q4 2025.
  • Funds reported $38M of Hennessy Sustainable ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 6 funds opened new Hennessy Sustainable ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
  • The largest Hennessy Sustainable ETF buyer in Q1 2026 was Robertson Stephens Wealth Management, an estimated $9.35M added.
  • The largest Hennessy Sustainable ETF seller in Q1 2026 was BlackRock, an estimated $6.14M sold.

Based on aggregated 13F filings for Q1 2026.