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VanEck Environmental Services ETF

43 hedge funds and large institutions have $17.9M invested in VanEck Environmental Services ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

38.9% more ownership

Funds ownership: 150.72%189.62% (+39%)

27% more capital invested

Capital invested by funds: $14.1M → $17.9M (+$3.84M)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

8% more funds holding

Funds holding: 4043 (+3)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.82M +$50.6K +1,795 +2%
Morgan Stanley
2
Morgan Stanley
New York
$2.09M +$135K +4,775 +6%
Ameriprise
3
Ameriprise
Minnesota
$1.42M +$544K +19,290 +55%
PCP
4
Proficio Capital Partners
Massachusetts
$1.38M +$1.49M +52,800 New
UBS Group
5
UBS Group
Switzerland
$1.35M +$166K +5,895 +13%
LPL Financial
6
LPL Financial
California
$1.24M +$684K +24,260 +105%
MD
7
Money Design
Japan
$1.09M +$102K +3,615 +10%
WWA
8
WCG Wealth Advisors
Nevada
$1.05M -$63.2K -2,240 -6%
SWM
9
SeaCrest Wealth Management
New York
$961K -$28.2K -1,000 -3%
PSF
10
Pacific Sun Financial
California
$469K -$25.4K -900 -5%
Millennium Management
11
Millennium Management
New York
$405K +$437K +15,500 New
MML Investors Services
12
MML Investors Services
Massachusetts
$331K +$104K +3,680 +41%
Citadel Advisors
13
Citadel Advisors
Florida
$312K +$336K +11,920 New
KAS
14
Kestra Advisory Services
Texas
$310K -$19.9K -705 -6%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$291K
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$262K +$5.5K +195 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$258K +$32.2K +1,140 +13%
BAM
18
Belpointe Asset Management
Nevada
$232K -$3.24K -115 -1%
BFM
19
Boston Financial Management
Massachusetts
$224K +$13.4K +475 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$213K -$6.49K -230 -3%
RJA
21
Raymond James & Associates
Florida
$213K
CCA
22
Catalyst Capital Advisors
New York
$162K -$57.8K -2,050 -25%
MRC
23
Millburn Ridgefield Corp
New York
$162K -$57.8K -2,050 -25%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$143K -$21.6K -765 -12%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$128K

EVX Hedge Fund Activity: Q3 2022 in Review

43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Environmental Services ETF (EVX) for Q3 2022, worth a combined $17.9M — up 27% from $14.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVX positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $1.49M. The largest seller was WCG Wealth Advisors, cutting an estimated $63.2K.

  • 43 institutional investors held VanEck Environmental Services ETF (EVX) as of Q3 2022, up from 40 in Q2 2022.
  • Funds reported $17.9M of VanEck Environmental Services ETF stock for Q3 2022, up 27% quarter-over-quarter.
  • 5 funds opened new VanEck Environmental Services ETF positions in Q3 2022 and 2 closed out, a net change of +3 holders.
  • The largest VanEck Environmental Services ETF buyer in Q3 2022 was Proficio Capital Partners, an estimated $1.49M added.
  • The largest VanEck Environmental Services ETF seller in Q3 2022 was WCG Wealth Advisors, an estimated $63.2K sold.

Based on aggregated 13F filings for Q3 2022.