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VanEck Environmental Services ETF
EVX

27 hedge funds and large institutions have $6.97M invested in VanEck Environmental Services ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

58% more capital invested

Capital invested by funds: $4.4M → $6.97M (+$2.57M)

35% more funds holding

Funds holding: 20 → 27 (+7)

15.59% more ownership

Funds ownership: 64.82% → 80.41% (+16%)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$542K
2
VNA
Valley National Advisers
Pennsylvania
+$451K
3
Bank of America
Bank of America
North Carolina
+$288K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$247K
5
KAS
Kestra Advisory Services
Texas
+$197K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$222K
2
ACA
Aptus Capital Advisors
Alabama
-$11K
3
Citadel Advisors
Citadel Advisors
Florida
-$222
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.99M +$137K +6,170 +8%
VNA
2
Valley National Advisers
Pennsylvania
$1.13M +$451K +20,270 +76%
Bank of America
3
Bank of America
North Carolina
$774K +$288K +12,930 +67%
Ameriprise
4
Ameriprise
Minnesota
$586K +$542K +24,360 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$523K +$247K +11,085 +104%
LPL Financial
6
LPL Financial
California
$334K +$3K +135 +1%
Citadel Advisors
7
Citadel Advisors
Florida
$270K -$222 -10 -0.1%
BAM
8
Belpointe Asset Management
Nevada
$224K +$9.45K +425 +5%
KAS
9
Kestra Advisory Services
Texas
$213K +$197K +8,875 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$206K +$191K +8,565 New
Osaic Holdings
11
Osaic Holdings
Arizona
$153K +$26.1K +1,175 +23%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$137K +$2.11K +95 +2%
HGWM
13
Harvest Group Wealth Management
Massachusetts
$115K – – –
UBS Group
14
UBS Group
Switzerland
$104K -$222K -9,960 -70%
GT
15
Glenmede Trust
Pennsylvania
$49K – – –
GWM
16
Geneos Wealth Management
Colorado
$38K – – –
TIAM2
17
Tru Independence Asset Management 2
Oregon
$22K +$20.7K +930 New
DWMG
18
DB Wealth Management Group
California
$19K +$17.5K +785 New
CAL
19
Capital Advisors Ltd
Ohio
$18K – – –
SWA
20
SOA Wealth Advisors
New York
$18K +$16.1K +725 New
Wells Fargo
21
Wells Fargo
California
$14K +$7.12K +320 +128%
CT
22
Caldwell Trust
Florida
$10.8K – – –
MCC
23
Money Concepts Capital
Florida
$10K +$8.9K +400 New
JPLA
24
Joseph P. Lucia & Associates
New York
$7K +$6.67K +300 New
CYG
25
Clean Yield Group
Vermont
$5K +$4.45K +200 New
1
2

EVX Hedge Fund Activity: Q4 2020 in Review

27 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Environmental Services ETF (EVX) for Q4 2020, worth a combined $6.97M — up 58% from $4.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVX positions and 1 closed out — a net gain of 8 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $542K. The largest seller was UBS Group, cutting an estimated $222K.

  • 27 institutional investors held VanEck Environmental Services ETF (EVX) as of Q4 2020, up from 20 in Q3 2020.
  • Funds reported $6.97M of VanEck Environmental Services ETF stock for Q4 2020, up 58% quarter-over-quarter.
  • 9 funds opened new VanEck Environmental Services ETF positions in Q4 2020 and 1 closed out, a net change of +8 holders.
  • The largest VanEck Environmental Services ETF buyer in Q4 2020 was Ameriprise, an estimated $542K added.
  • The largest VanEck Environmental Services ETF seller in Q4 2020 was UBS Group, an estimated $222K sold.

Based on aggregated 13F filings for Q4 2020.