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VanEck Environmental Services ETF
EVX

44 hedge funds and large institutions have $23.1M invested in VanEck Environmental Services ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

42% more capital invested

Capital invested by funds: $16.3M → $23.1M (+$6.78M)

38.78% more ownership

Funds ownership: 115.99% → 154.77% (+39%)

7% more funds holding

Funds holding: 41 → 44 (+3)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3F
360 Financial
Minnesota
+$2.45M
2
Morgan Stanley
Morgan Stanley
New York
+$1.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$641K
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$517K
5
GS
GTS Securities
New York
+$467K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$267K
2
Bank of America
Bank of America
North Carolina
-$194K
3
Ameriprise
Ameriprise
Minnesota
-$117K
4
UBS Group
UBS Group
Switzerland
-$99.3K
5
MD
Money Design
Japan
-$52.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$62.9K +$57.5K +2,000 +3,077%
GT
27
Glenmede Trust
Pennsylvania
$62.5K – – –
Wells Fargo
28
Wells Fargo
California
$53.3K +$40.8K +1,420 +437%
SPIA
29
Steward Partners Investment Advisory
New York
$47.2K – – –
GWM
30
Geneos Wealth Management
Colorado
$43.9K – – –
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$23.1K – – –
SWA
32
SOA Wealth Advisors
New York
$22.6K +$144 +5 +0.7%
CAL
33
Capital Advisors Ltd
Ohio
$22K – – –
DWMG
34
DB Wealth Management Group
California
$21.3K – – –
ACA
35
Aptus Capital Advisors
Alabama
$18.3K – – –
GWANC
36
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.3K – – –
AWM
37
Atticus Wealth Management
Florida
$15.5K +$144 +5 +1%
AIM
38
Anchor Investment Management
South Carolina
$6.1K – – –
ACA
39
American Capital Advisory
Idaho
$4.72K +$4.46K +155 New
NA
40
NewEdge Advisors
Louisiana
$4.57K – – –
NP
41
NorthRock Partners
Minnesota
$3.1K +$2.88K +100 New
CPA
42
Clear Point Advisors
New York
$3.09K +$2.88K +100 New
SWM
43
Spire Wealth Management
Virginia
$1.49K – – –
SSB
44
Sandy Spring Bank
Maryland
$1.22K – – –
BCV
45
Banque Cantonale Vaudoise
Switzerland
– -$23K -810 Closed
AF
46
Allworth Financial
California
– -$21.4K -745 Closed
VNA
47
Valley National Advisers
Pennsylvania
– -$7K -240 Closed
US Bancorp
48
US Bancorp
Minnesota
– -$4.01K -140 Closed
1
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EVX Hedge Fund Activity: Q4 2023 in Review

44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Environmental Services ETF (EVX) for Q4 2023, worth a combined $23.1M — up 42% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EVX positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was 360 Financial, opening a new position worth an estimated $2.45M. The largest seller was Osaic Holdings, cutting an estimated $267K.

  • 44 institutional investors held VanEck Environmental Services ETF (EVX) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $23.1M of VanEck Environmental Services ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 7 funds opened new VanEck Environmental Services ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest VanEck Environmental Services ETF buyer in Q4 2023 was 360 Financial, an estimated $2.45M added.
  • The largest VanEck Environmental Services ETF seller in Q4 2023 was Osaic Holdings, an estimated $267K sold.

Based on aggregated 13F filings for Q4 2023.