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VanEck Environmental Services ETF

25 hedge funds and large institutions have $6.78M invested in VanEck Environmental Services ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

3% less capital invested

Capital invested by funds: $6.97M → $6.78M (-$185K)

7% less funds holding

Funds holding: 2725 (-2)

9.97% less ownership

Funds ownership: 80.41%70.43% (-10%)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.26M +$50.7K +2,010 +2%
Bank of America
2
Bank of America
North Carolina
$1.07M +$195K +7,745 +24%
Ameriprise
3
Ameriprise
Minnesota
$915K +$248K +9,855 +40%
LPL Financial
4
LPL Financial
California
$465K +$89K +3,530 +25%
UBS Group
5
UBS Group
Switzerland
$301K +$176K +6,975 +162%
HGWM
6
Harvest Group Wealth Management
Massachusetts
$291K +$143K +5,690 +119%
BAM
7
Belpointe Asset Management
Nevada
$249K
KAS
8
Kestra Advisory Services
Texas
$237K
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$229K
VNA
10
Valley National Advisers
Pennsylvania
$223K -$972K -38,540 -82%
Osaic Holdings
11
Osaic Holdings
Arizona
$189K +$18.4K +730 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$130K -$20.7K -820 -14%
GT
13
Glenmede Trust
Pennsylvania
$54K
GWM
14
Geneos Wealth Management
Colorado
$40K
DWMG
15
DB Wealth Management Group
California
$21K
CAL
16
Capital Advisors Ltd
Ohio
$19K
SWA
17
SOA Wealth Advisors
New York
$19K
AIC
18
Ameritas Investment Company
Nebraska
$15.4K +$14.5K +575 New
Wells Fargo
19
Wells Fargo
California
$15K
CT
20
Caldwell Trust
Florida
$12K
MCC
21
Money Concepts Capital
Florida
$11K
JPLA
22
Joseph P. Lucia & Associates
New York
$8K
SFS
23
Sowell Financial Services
Arkansas
$7K +$6.3K +250 New
CAAS
24
Capital Asset Advisory Services
Michigan
$7K +$7.06K +280 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2K

EVX Hedge Fund Activity: Q1 2021 in Review

25 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Environmental Services ETF (EVX) for Q1 2021, worth a combined $6.78M — down 2.7% from $6.97M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EVX and 3 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 7 added.

The largest buyer was Ameriprise, adding an estimated $248K. The largest seller was Valley National Advisers, cutting an estimated $972K.

  • 25 institutional investors held VanEck Environmental Services ETF (EVX) as of Q1 2021, down from 27 in Q4 2020.
  • Funds reported $6.78M of VanEck Environmental Services ETF stock for Q1 2021, down 2.7% quarter-over-quarter.
  • 3 funds opened new VanEck Environmental Services ETF positions in Q1 2021 and 5 closed out, a net change of -2 holders.
  • The largest VanEck Environmental Services ETF buyer in Q1 2021 was Ameriprise, an estimated $248K added.
  • The largest VanEck Environmental Services ETF seller in Q1 2021 was Valley National Advisers, an estimated $972K sold.

Based on aggregated 13F filings for Q1 2021.