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VanEck Environmental Services ETF

42 hedge funds and large institutions have $21.4M invested in VanEck Environmental Services ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

40.79% more ownership

Funds ownership: 153.08%193.88% (+41%)

35% more capital invested

Capital invested by funds: $15.8M → $21.4M (+$5.57M)

17% more funds holding

Funds holding: 3642 (+6)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.19M +$13.2K +430 +0.4%
LPL Financial
2
LPL Financial
California
$2.87M -$50.3K -1,645 -2%
Bank of America
3
Bank of America
North Carolina
$2.3M +$83.2K +2,720 +4%
HGWM
4
Harvest Group Wealth Management
Massachusetts
$1.82M +$955K +31,215 +111%
Ameriprise
5
Ameriprise
Minnesota
$1.8M +$743K +24,300 +71%
UBS Group
6
UBS Group
Switzerland
$1.78M +$580K +18,960 +48%
HCA
7
Heck Capital Advisors
Wisconsin
$1.2M +$105K +3,445 +10%
MD
8
Money Design
Japan
$899K +$902K +29,490 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$717K +$474K +15,485 +194%
SWM
10
SeaCrest Wealth Management
New York
$612K
PSF
11
Pacific Sun Financial
California
$592K +$21.4K +700 +4%
Citadel Advisors
12
Citadel Advisors
Florida
$436K +$436K +14,260 New
KAS
13
Kestra Advisory Services
Texas
$308K +$12.1K +395 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$276K +$459 +15 +0.2%
BAM
15
Belpointe Asset Management
Nevada
$275K -$3.06K -100 -1%
BCV
16
Banque Cantonale Vaudoise
Switzerland
$274K +$274K +8,965 New
Osaic Holdings
17
Osaic Holdings
Arizona
$269K +$84.4K +2,760 +46%
TAM
18
Tocqueville Asset Management
New York
$262K +$262K +8,575 New
RJA
19
Raymond James & Associates
Florida
$251K -$3.06K -100 -1%
Millennium Management
20
Millennium Management
New York
$247K +$247K +8,070 New
VNA
21
Valley National Advisers
Pennsylvania
$191K -$54.8K -1,790 -22%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$178K +$18.8K +615 +12%
CCA
23
Catalyst Capital Advisors
New York
$84K -$4.44K -145 -5%
MRC
24
Millburn Ridgefield Corp
New York
$84K -$4.44K -145 -5%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$77.2K +$51.4K +1,680 New

EVX Hedge Fund Activity: Q4 2021 in Review

42 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck Environmental Services ETF (EVX) for Q4 2021, worth a combined $21.4M — up 35% from $15.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVX positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Harvest Group Wealth Management, adding an estimated $955K. The largest seller was American Portfolios Advisors, exiting entirely with an estimated $598K sold.

  • 42 institutional investors held VanEck Environmental Services ETF (EVX) as of Q4 2021, up from 36 in Q3 2021.
  • Funds reported $21.4M of VanEck Environmental Services ETF stock for Q4 2021, up 35% quarter-over-quarter.
  • 10 funds opened new VanEck Environmental Services ETF positions in Q4 2021 and 4 closed out, a net change of +6 holders.
  • The largest VanEck Environmental Services ETF buyer in Q4 2021 was Harvest Group Wealth Management, an estimated $955K added.
  • The largest VanEck Environmental Services ETF seller in Q4 2021 was American Portfolios Advisors, an estimated $598K sold.

Based on aggregated 13F filings for Q4 2021.