VanEck Environmental Services ETF
EVX
36 hedge funds and large institutions have $15.8M invested in VanEck Environmental Services ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
38.83% more ownership
Funds ownership: 114.25% → 153.08% (+39%)
36% more capital invested
Capital invested by funds: $11.6M → $15.8M (+$4.16M)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
6% more funds holding
Funds holding: 34 → 36 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$1.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$903K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$843K |
| 4 |
Morgan Stanley
New York
|
+$259K |
| 5 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$132K |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$17K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.3K |
| 4 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$12.3K |
| 5 |
MRC
Millburn Ridgefield Corp
New York
|
-$12.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
26
Capital Advisors Ltd
Shaker Heights,
Ohio
| $21K | – | – | – |
|
|
DWMG
27
DB Wealth Management Group
San Diego,
California
| $20K | -$2.46K | -85 | -11% |
|
|
SWA
28
SOA Wealth Advisors
New York
| $20K | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $16K | – | – | – |
|
|
CT
30
Caldwell Trust
Venice,
Florida
| $12.9K | – | – | – |
|
|
JPLA
31
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $9K | – | – | – |
|
|
CAAS
32
Capital Asset Advisory Services
Williamston,
Michigan
| $8K | – | – | – |
|
|
AIM
33
Anchor Investment Management
Columbia,
South Carolina
| $5.74K | – | – | – |
|
|
AWM
34
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $4K | – | – | – |
|
|
JCM
35
Jacobi Capital Management
Pittston,
Pennsylvania
| $3K | – | – | – |
|
36
Fidelity Investments
Boston,
Massachusetts
| $2K | – | – | – |
|
|
ACA
37
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$17K | -600 | Closed |
|
EVX Hedge Fund Activity: Q3 2021 in Review
36 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Environmental Services ETF (EVX) for Q3 2021, worth a combined $15.8M — up 36% from $11.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EVX positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $1.04M. The largest seller was LPL Financial, cutting an estimated $132K.
- 36 institutional investors held VanEck Environmental Services ETF (EVX) as of Q3 2021, up from 34 in Q2 2021.
- Funds reported $15.8M of VanEck Environmental Services ETF stock for Q3 2021, up 36% quarter-over-quarter.
- 3 funds opened new VanEck Environmental Services ETF positions in Q3 2021 and 1 closed out, a net change of +2 holders.
- The largest VanEck Environmental Services ETF buyer in Q3 2021 was Heck Capital Advisors, an estimated $1.04M added.
- The largest VanEck Environmental Services ETF seller in Q3 2021 was LPL Financial, an estimated $132K sold.
Based on aggregated 13F filings for Q3 2021.