---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-24-005374"
form_type: "8-K"
ticker: "HNNA"
cik: "0001145255"
company_name: "HENNESSY ADVISORS INC"
filed_at: "2024-02-23T23:59:59+00:00"
generated_at: "2026-06-05T16:44:22.278257+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Hennessy Advisors completes acquisition of CCM Core Impact Equity Fund assets (~$60M)

## Summary
- Acquisition closed Feb 23, 2024; includes ~$60M in assets under management.
- CCM Core Impact Equity Fund reorganized into Hennessy Stance ESG ETF.
- Neil Hennessy cites new shareholder confidence; Alyssa Greenspan notes ongoing growth.
- Fund uses non-transparent ETF structure, creating unique trading risks and advantages.

## SEC filing metadata
- accession: 0001437749-24-005374
- form_type: 8-K
- ticker: HNNA
- cik: 0001145255
- company_name: HENNESSY ADVISORS INC
- filed_at: 2024-02-23T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1145255/000143774924005374/0001437749-24-005374-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1145255/000143774924005374/hnna20240220_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-24-005374
- JSON: https://secwatch.observer/filing/0001437749-24-005374.json
- Plain text: https://secwatch.observer/filing/0001437749-24-005374.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.