Vanguard ESG US Stock ETF
ESGV
167 hedge funds and large institutions have $838M invested in Vanguard ESG US Stock ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 27 reducing their positions, and 11 closing their positions.
200% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 11
181% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 27
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
23% more capital invested
Capital invested by funds: $680M → $838M (+$157M)
14% more funds holding
Funds holding: 147 → 167 (+20)
1.48% less ownership
Funds ownership: 43.91% → 42.43% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.4M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$9.09M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.82M |
| 4 |
Morgan Stanley
New York
|
+$4.92M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.47M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$3.62M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.19M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.73M |
| 5 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$1.49M |
ESGV Hedge Fund Activity: Q3 2020 in Review
167 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2020, worth a combined $838M — up 23% from $680M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ESGV positions and 11 closed out — a net gain of 22 holders — while 76 added to existing stakes and 27 trimmed.
The largest buyer was Ameriprise, adding an estimated $10.4M. The largest seller was Jane Street, cutting an estimated $4.47M.
- 167 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2020, up from 147 in Q2 2020.
- Funds reported $838M of Vanguard ESG US Stock ETF stock for Q3 2020, up 23% quarter-over-quarter.
- 33 funds opened new Vanguard ESG US Stock ETF positions in Q3 2020 and 11 closed out, a net change of +22 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q3 2020 was Ameriprise, an estimated $10.4M added.
- The largest Vanguard ESG US Stock ETF seller in Q3 2020 was Jane Street, an estimated $4.47M sold.
Based on aggregated 13F filings for Q3 2020.