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VanEck Environmental Services ETF

24 hedge funds and large institutions have $7.58M invested in VanEck Environmental Services ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60.32% more ownership

Funds ownership: 188.18%248.51% (+60%)

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

0% more funds holding

Funds holding: 2424 (0)

5% less capital invested

Capital invested by funds: $8.02M → $7.58M (-$433K)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$3.01M +$1.99M +100,045 +102%
Morgan Stanley
2
Morgan Stanley
New York
$1.68M +$152K +7,665 +7%
Jane Street
3
Jane Street
New York
$621K +$810K +40,725 New
Bank of America
4
Bank of America
North Carolina
$597K +$85.5K +4,300 +12%
UBS Group
5
UBS Group
Switzerland
$318K +$335K +16,825 +411%
PSF
6
Pacific Sun Financial
California
$276K
VNA
7
Valley National Advisers
Pennsylvania
$255K +$25.6K +1,290 +8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$245K -$118K -5,950 -27%
PAG
9
Private Advisor Group
New Jersey
$201K +$6.16K +310 +2%
BAM
10
Belpointe Asset Management
Nevada
$138K +$181K +9,080 New
Osaic Holdings
11
Osaic Holdings
Arizona
$79K +$103K +5,175 New
GT
12
Glenmede Trust
Pennsylvania
$43K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$29K +$23.8K +1,195 +159%
GWM
14
Geneos Wealth Management
Colorado
$21K +$9.24K +465 +48%
HGWM
15
Harvest Group Wealth Management
Massachusetts
$13K +$18.1K +910 New
CAL
16
Capital Advisors Ltd
Ohio
$11K
AIC
17
Ameritas Investment Company
Nebraska
$10K +$13.4K +675 New
ACA
18
Aptus Capital Advisors
Alabama
$9K
CT
19
Caldwell Trust
Florida
$6.86K +$8.95K +450 New
JPLA
20
Joseph P. Lucia & Associates
New York
$5K -$1.49K -75 -20%
Wells Fargo
21
Wells Fargo
California
$4K -$99 -5 -2%
CAAS
22
Capital Asset Advisory Services
Michigan
$2K -$99 -5 -3%
JCM
23
Jacobi Capital Management
Pennsylvania
$2K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$1K -$2.39K -120 -65%
IAA
25
Independent Advisor Alliance
North Carolina
-$705K -33,075 Closed

EVX Hedge Fund Activity: Q1 2020 in Review

24 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Environmental Services ETF (EVX) for Q1 2020, worth a combined $7.58M — down 5.4% from $8.02M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVX positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.99M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $705K sold.

  • 24 institutional investors held VanEck Environmental Services ETF (EVX) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $7.58M of VanEck Environmental Services ETF stock for Q1 2020, down 5.4% quarter-over-quarter.
  • 6 funds opened new VanEck Environmental Services ETF positions in Q1 2020 and 4 closed out, a net change of +2 holders.
  • The largest VanEck Environmental Services ETF buyer in Q1 2020 was Citadel Advisors, an estimated $1.99M added.
  • The largest VanEck Environmental Services ETF seller in Q1 2020 was Independent Advisor Alliance, an estimated $705K sold.

Based on aggregated 13F filings for Q1 2020.