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CLIA

Veridien Climate Action ETF
CLIA

Delisted

CLIA was delisted on the 16th of August, 2024.

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13 hedge funds and large institutions have $30.3M invested in Veridien Climate Action ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

30% more funds holding

Funds holding: 10 → 13 (+3)

14% more capital invested

Capital invested by funds: $26.5M → $30.3M (+$3.76M)

Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DF
Donoghue Forlines
Massachusetts
+$526K
2
KAS
Kestra Advisory Services
Texas
+$185K
3
GS
GTS Securities
New York
+$101K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$94.4K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$65.4K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$64.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.5M +$65.4K +3,567 +0.4%
MML Investors Services
2
MML Investors Services
Massachusetts
$5.22M +$51.1K +2,789 +1%
DF
3
Donoghue Forlines
Massachusetts
$3.29M +$526K +28,672 +22%
CFGS
4
Concourse Financial Group Securities
Alabama
$3.06M +$57.4K +3,132 +2%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$570K +$24.2K +1,322 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$510K +$94.4K +5,150 +26%
GS
7
GTS Securities
New York
$397K +$101K +5,510 +40%
WWS
8
Wellington Wealth Strategies
Indiana
$217K +$194K +10,566 New
KAS
9
Kestra Advisory Services
Texas
$207K +$185K +10,078 New
GRP
10
Global Retirement Partners
California
$177K +$25.8K +1,405 +17%
Osaic Holdings
11
Osaic Holdings
Arizona
$109K -$64.2K -3,501 -40%
FHA
12
First Horizon Advisors
Tennessee
$37.5K +$587 +32 +2%
UBS Group
13
UBS Group
Switzerland
$4.08K +$3.65K +199 New

CLIA Hedge Fund Activity: Q4 2023 in Review

13 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Veridien Climate Action ETF (CLIA) for Q4 2023, worth a combined $30.3M — up 14% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CLIA positions and 0 closed out — a net gain of 3 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Donoghue Forlines, adding an estimated $526K. The largest seller was Osaic Holdings, cutting an estimated $64.2K.

  • 13 institutional investors held Veridien Climate Action ETF (CLIA) as of Q4 2023, up from 10 in Q3 2023.
  • Funds reported $30.3M of Veridien Climate Action ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 3 funds opened new Veridien Climate Action ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
  • The largest Veridien Climate Action ETF buyer in Q4 2023 was Donoghue Forlines, an estimated $526K added.
  • The largest Veridien Climate Action ETF seller in Q4 2023 was Osaic Holdings, an estimated $64.2K sold.

Based on aggregated 13F filings for Q4 2023.