Vanguard ESG US Stock ETF
ESGV
217 hedge funds and large institutions have $1.03B invested in Vanguard ESG US Stock ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 93 increasing their positions, 31 reducing their positions, and 10 closing their positions.
520% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 10
200% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 31
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
30% more funds holding
Funds holding: 167 → 217 (+50)
23% more capital invested
Capital invested by funds: $838M → $1.03B (+$191M)
7.28% less ownership
Funds ownership: 42.43% → 35.15% (-7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$14.4M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$13.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$8.47M |
| 4 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
+$8.23M |
| 5 |
Morgan Stanley
New York
|
+$7.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$213M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.37M |
| 3 |
TA
Tiedemann Advisors
New York
|
-$3.31M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.92M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.76M |
ESGV Hedge Fund Activity: Q4 2020 in Review
217 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2020, worth a combined $1.03B — up 23% from $838M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ESGV positions and 10 closed out — a net gain of 52 holders — while 93 added to existing stakes and 31 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.
- 217 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2020, up from 167 in Q3 2020.
- Funds reported $1.03B of Vanguard ESG US Stock ETF stock for Q4 2020, up 23% quarter-over-quarter.
- 62 funds opened new Vanguard ESG US Stock ETF positions in Q4 2020 and 10 closed out, a net change of +52 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q4 2020 was Susquehanna International Group, an estimated $14.4M added.
- The largest Vanguard ESG US Stock ETF seller in Q4 2020 was Vanguard Group, an estimated $213M sold.
Based on aggregated 13F filings for Q4 2020.