Vanguard ESG US Stock ETF
ESGV
54 hedge funds and large institutions have $73M invested in Vanguard ESG US Stock ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 1 reducing their positions, and 7 closing their positions.
1,700% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 1
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
91% more capital invested
Capital invested by funds: $38.2M → $73M (+$34.8M)
29% more funds holding
Funds holding: 42 → 54 (+12)
4.51% more ownership
Funds ownership: 13.02% → 17.53% (+4.5%)
Top Buyers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$10.1M |
| 2 |
Jane Street
New York
|
+$6.93M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$6.38M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.57M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$2.66M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
51
McIlrath & Eck
Arlington,
Washington
| $3K | – | – | – |
|
52
Citadel Advisors
Miami,
Florida
| – | -$583K | -11,882 | Closed |
|
53
SG Americas Securities
New York
| – | -$491K | -10,000 | Closed |
|
54
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$202K | -4,113 | Closed |
|
|
NSIM
55
North Star Investment Management
Chicago,
Illinois
| – | -$27K | -556 | Closed |
|
|
AA
56
Advisory Alpha
Holland,
Michigan
| – | -$25.1K | -502 | Closed |
|
57
Wells Fargo
San Francisco,
California
| – | -$50 | -1 | Closed |
|
|
BCI
58
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$50 | +1 | New |
|
ESGV Hedge Fund Activity: Q2 2019 in Review
54 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2019, worth a combined $73M — up 91% from $38.2M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ESGV positions and 7 closed out — a net gain of 13 holders — while 18 added to existing stakes and 1 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $10.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $583K sold.
- 54 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2019, up from 42 in Q1 2019.
- Funds reported $73M of Vanguard ESG US Stock ETF stock for Q2 2019, up 91% quarter-over-quarter.
- 20 funds opened new Vanguard ESG US Stock ETF positions in Q2 2019 and 7 closed out, a net change of +13 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q2 2019 was Bank of Montreal, an estimated $10.1M added.
- The largest Vanguard ESG US Stock ETF seller in Q2 2019 was Citadel Advisors, an estimated $583K sold.
Based on aggregated 13F filings for Q2 2019.