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VanEck Environmental Services ETF

44 hedge funds and large institutions have $17.4M invested in VanEck Environmental Services ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 4344 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

3% less capital invested

Capital invested by funds: $17.9M → $17.4M (-$537K)

66.72% less ownership

Funds ownership: 189.62%122.9% (-67%)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.86M +$689K +24,905 +31%
Bank of America
2
Bank of America
North Carolina
$2.59M -$349K -12,625 -12%
Ameriprise
3
Ameriprise
Minnesota
$1.5M +$13.6K +490 +0.9%
UBS Group
4
UBS Group
Switzerland
$1.41M +$8.3K +300 +0.6%
MD
5
Money Design
Japan
$1.08M -$48.7K -1,760 -4%
SWM
6
SeaCrest Wealth Management
New York
$1M +$415 +15 +0%
PCP
7
Proficio Capital Partners
Massachusetts
$956K -$490K -17,700 -34%
Citadel Advisors
8
Citadel Advisors
Florida
$815K +$498K +18,010 +151%
LPL Financial
9
LPL Financial
California
$673K -$627K -22,665 -48%
PSF
10
Pacific Sun Financial
California
$493K +$4.15K +150 +0.8%
MML Investors Services
11
MML Investors Services
Massachusetts
$354K +$9.96K +360 +3%
KAS
12
Kestra Advisory Services
Texas
$326K +$3.6K +130 +1%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$304K
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$287K +$18.7K +675 +7%
BFM
15
Boston Financial Management
Massachusetts
$272K +$40.1K +1,450 +17%
IA
16
Insight Advisors
Pennsylvania
$265K +$270K +9,765 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$263K +$267K +9,655 New
Osaic Holdings
18
Osaic Holdings
Arizona
$262K +$40.4K +1,460 +18%
BAM
19
Belpointe Asset Management
Nevada
$242K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$225K -$49.3K -1,780 -18%
RJA
21
Raymond James & Associates
Florida
$222K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$149K -$553 -20 -0.4%
MRC
23
Millburn Ridgefield Corp
New York
$144K -$25.3K -915 -15%
CCA
24
Catalyst Capital Advisors
New York
$144K -$25.3K -915 -15%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$128K

EVX Hedge Fund Activity: Q4 2022 in Review

44 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Environmental Services ETF (EVX) for Q4 2022, worth a combined $17.4M — down 3% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVX positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $689K. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $1.05M sold.

  • 44 institutional investors held VanEck Environmental Services ETF (EVX) as of Q4 2022, up from 43 in Q3 2022.
  • Funds reported $17.4M of VanEck Environmental Services ETF stock for Q4 2022, down 3% quarter-over-quarter.
  • 4 funds opened new VanEck Environmental Services ETF positions in Q4 2022 and 3 closed out, a net change of +1 holder.
  • The largest VanEck Environmental Services ETF buyer in Q4 2022 was Morgan Stanley, an estimated $689K added.
  • The largest VanEck Environmental Services ETF seller in Q4 2022 was WCG Wealth Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2022.