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VanEck Environmental Services ETF
EVX

44 hedge funds and large institutions have $17.4M invested in VanEck Environmental Services ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 43 → 44 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

3% less capital invested

Capital invested by funds: $17.9M → $17.4M (-$537K)

66.72% less ownership

Funds ownership: 189.62% → 122.9% (-67%)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$689K
2
Citadel Advisors
Citadel Advisors
Florida
+$498K
3
IA
Insight Advisors
Pennsylvania
+$270K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$267K
5
Osaic Holdings
Osaic Holdings
Arizona
+$40.4K

Top Sellers

Rank Fund Capital Flow
1
WWA
WCG Wealth Advisors
Nevada
-$1.05M
2
LPL Financial
LPL Financial
California
-$627K
3
PCP
Proficio Capital Partners
Massachusetts
-$490K
4
Millennium Management
Millennium Management
New York
-$405K
5
Bank of America
Bank of America
North Carolina
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
26
First Capital Advisors Group
New Jersey
$126K – – –
GT
27
Glenmede Trust
Pennsylvania
$55.8K – – –
BFEC
28
Benjamin F. Edwards & Company
Missouri
$49K – – –
GWM
29
Geneos Wealth Management
Colorado
$39.2K – – –
BCV
30
Banque Cantonale Vaudoise
Switzerland
$22K -$4.98K -180 -18%
HGWM
31
Harvest Group Wealth Management
Massachusetts
$21.1K – – –
CAL
32
Capital Advisors Ltd
Ohio
$20K – – –
SWA
33
SOA Wealth Advisors
New York
$20K +$138 +5 +0.7%
DWMG
34
DB Wealth Management Group
California
$19.1K – – –
Wells Fargo
35
Wells Fargo
California
$16.1K – – –
AWM
36
Atticus Wealth Management
Florida
$13.7K – – –
SSB
37
Sandy Spring Bank
Maryland
$7.9K – – –
VNA
38
Valley National Advisers
Pennsylvania
$6K -$2.08K -75 -24%
AIM
39
Anchor Investment Management
South Carolina
$5.45K – – –
MCC
40
Money Concepts Capital
Florida
$2.45K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.77K -$277 -10 -13%
SWM
42
Spire Wealth Management
Virginia
$1K – – –
CA
43
CoreCap Advisors
Michigan
$681 +$692 +25 New
NA
44
NewEdge Advisors
Louisiana
$15 +$14.9K +540 New
WWA
45
WCG Wealth Advisors
Nevada
– -$1.05M -36,890 Closed
Millennium Management
46
Millennium Management
New York
– -$405K -15,500 Closed
CT
47
Caldwell Trust
Florida
– -$11.8K -450 Closed
1
2

EVX Hedge Fund Activity: Q4 2022 in Review

44 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Environmental Services ETF (EVX) for Q4 2022, worth a combined $17.4M — down 3% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVX positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $689K. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $1.05M sold.

  • 44 institutional investors held VanEck Environmental Services ETF (EVX) as of Q4 2022, up from 43 in Q3 2022.
  • Funds reported $17.4M of VanEck Environmental Services ETF stock for Q4 2022, down 3% quarter-over-quarter.
  • 4 funds opened new VanEck Environmental Services ETF positions in Q4 2022 and 3 closed out, a net change of +1 holder.
  • The largest VanEck Environmental Services ETF buyer in Q4 2022 was Morgan Stanley, an estimated $689K added.
  • The largest VanEck Environmental Services ETF seller in Q4 2022 was WCG Wealth Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2022.