Vanguard ESG US Stock ETF
ESGV
120 hedge funds and large institutions have $463M invested in Vanguard ESG US Stock ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 11 reducing their positions, and 9 closing their positions.
391% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 11
300% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
26% more funds holding
Funds holding: 95 → 120 (+25)
6% more capital invested
Capital invested by funds: $436M → $463M (+$27M)
4.56% less ownership
Funds ownership: 49.9% → 45.35% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$29.3M |
| 2 |
WU
Wealthsimple US
Brooklyn,
New York
|
+$15.8M |
| 3 |
Morgan Stanley
New York
|
+$14.9M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$12.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$10.9M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$7.36M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$5.21M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.49M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.13M |
ESGV Hedge Fund Activity: Q1 2020 in Review
120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2020, worth a combined $463M — up 6.2% from $436M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ESGV positions and 9 closed out — a net gain of 27 holders — while 54 added to existing stakes and 11 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $29.3M. The largest seller was Bank of Montreal, cutting an estimated $10.9M.
- 120 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2020, up from 95 in Q4 2019.
- Funds reported $463M of Vanguard ESG US Stock ETF stock for Q1 2020, up 6.2% quarter-over-quarter.
- 36 funds opened new Vanguard ESG US Stock ETF positions in Q1 2020 and 9 closed out, a net change of +27 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q1 2020 was Karpus Investment Management, an estimated $29.3M added.
- The largest Vanguard ESG US Stock ETF seller in Q1 2020 was Bank of Montreal, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2020.