Vanguard ESG US Stock ETF
ESGV
147 hedge funds and large institutions have $681M invested in Vanguard ESG US Stock ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 23 reducing their positions, and 5 closing their positions.
540% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 5
178% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 23
47% more capital invested
Capital invested by funds: $463M → $681M (+$218M)
23% more funds holding
Funds holding: 120 → 147 (+27)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.44% less ownership
Funds ownership: 45.35% → 43.91% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.2M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$7.56M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.38M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.08M |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$6.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$27.7M |
| 2 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$2.06M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.69M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.01M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$876K |
ESGV Hedge Fund Activity: Q2 2020 in Review
147 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q2 2020, worth a combined $681M — up 47% from $463M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ESGV positions and 5 closed out — a net gain of 27 holders — while 64 added to existing stakes and 23 trimmed.
The largest buyer was Vanguard Group, adding an estimated $55.2M. The largest seller was Karpus Investment Management, cutting an estimated $27.7M.
- 147 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q2 2020, up from 120 in Q1 2020.
- Funds reported $681M of Vanguard ESG US Stock ETF stock for Q2 2020, up 47% quarter-over-quarter.
- 32 funds opened new Vanguard ESG US Stock ETF positions in Q2 2020 and 5 closed out, a net change of +27 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q2 2020 was Vanguard Group, an estimated $55.2M added.
- The largest Vanguard ESG US Stock ETF seller in Q2 2020 was Karpus Investment Management, an estimated $27.7M sold.
Based on aggregated 13F filings for Q2 2020.