Vanguard ESG US Stock ETF
ESGV
251 hedge funds and large institutions have $1.23B invested in Vanguard ESG US Stock ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 130 increasing their positions, 33 reducing their positions, and 11 closing their positions.
327% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 11
294% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 33
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
20% more capital invested
Capital invested by funds: $1.03B → $1.23B (+$202M)
16% more funds holding
Funds holding: 217 → 251 (+34)
2.72% less ownership
Funds ownership: 35.15% → 32.43% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OHSU
Oregon Health & Science University
Portland,
Oregon
|
+$45.6M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$8.57M |
| 3 |
CWM
Cedar Wealth Management
Walnut Creek,
California
|
+$8.31M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$8.13M |
| 5 |
Morgan Stanley
New York
|
+$6.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12M |
| 2 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$8.75M |
| 3 |
SL
Stevard LLC
Chicago,
Illinois
|
-$4.67M |
| 4 |
OL
Optas LLC
Austin,
Texas
|
-$2.74M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$2.71M |
ESGV Hedge Fund Activity: Q1 2021 in Review
251 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2021, worth a combined $1.23B — up 20% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new ESGV positions and 11 closed out — a net gain of 36 holders — while 130 added to existing stakes and 33 trimmed.
The largest buyer was Oregon Health & Science University, adding an estimated $45.6M. The largest seller was Susquehanna International Group, cutting an estimated $12M.
- 251 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2021, up from 217 in Q4 2020.
- Funds reported $1.23B of Vanguard ESG US Stock ETF stock for Q1 2021, up 20% quarter-over-quarter.
- 47 funds opened new Vanguard ESG US Stock ETF positions in Q1 2021 and 11 closed out, a net change of +36 holders.
- The largest Vanguard ESG US Stock ETF buyer in Q1 2021 was Oregon Health & Science University, an estimated $45.6M added.
- The largest Vanguard ESG US Stock ETF seller in Q1 2021 was Susquehanna International Group, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2021.