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VanEck Environmental Services ETF

44 hedge funds and large institutions have $23.1M invested in VanEck Environmental Services ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

42% more capital invested

Capital invested by funds: $16.3M → $23.1M (+$6.78M)

38.78% more ownership

Funds ownership: 115.99%154.77% (+39%)

7% more funds holding

Funds holding: 4144 (+3)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
13
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
$3.74M +$1.5M +52,135 +74%
Bank of America
2
Bank of America
North Carolina
$3.11M -$194K -6,745 -6%
3F
3
360 Financial
Minnesota
$2.6M +$2.45M +85,200 New
Ameriprise
4
Ameriprise
Minnesota
$1.86M -$117K -4,060 -6%
GS
5
GTS Securities
New York
$1.38M +$467K +16,230 +56%
LPL Financial
6
LPL Financial
California
$1.11M +$9.34K +325 +0.9%
UBS Group
7
UBS Group
Switzerland
$1.01M -$99.3K -3,455 -9%
SWM
8
SeaCrest Wealth Management
New York
$939K -$3.16K -110 -0.3%
Citadel Advisors
9
Citadel Advisors
Florida
$700K +$83.9K +2,920 +15%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$680K +$641K +22,295 New
PI
11
PFG Investments
New York
$638K -$5.46K -190 -0.9%
HIIFS
12
Harel Insurance Investments & Financial Services
Israel
$548K +$517K +17,990 New
PSF
13
Pacific Sun Financial
California
$508K -$20.1K -700 -4%
CAL
14
Capital Analysts LLC
Pennsylvania
$480K +$263K +9,135 +138%
BFM
15
Boston Financial Management
Massachusetts
$457K -$42.4K -1,475 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$452K -$1.01K -35 -0.2%
MML Investors Services
17
MML Investors Services
Massachusetts
$452K -$10.5K -365 -2%
MD
18
Money Design
Japan
$400K -$52.6K -1,830 -12%
KAS
19
Kestra Advisory Services
Texas
$399K +$108K +3,740 +40%
RJA
20
Raymond James & Associates
Florida
$274K +$13.2K +460 +5%
CAN
21
Cetera Advisor Networks
California
$255K -$31K -1,080 -11%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$230K +$217K +7,545 New
Osaic Holdings
23
Osaic Holdings
Arizona
$199K -$267K -9,285 -59%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$139K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$75K -$13.2K -460 -16%

EVX Hedge Fund Activity: Q4 2023 in Review

44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Environmental Services ETF (EVX) for Q4 2023, worth a combined $23.1M — up 42% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EVX positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was 360 Financial, opening a new position worth an estimated $2.45M. The largest seller was Osaic Holdings, cutting an estimated $267K.

  • 44 institutional investors held VanEck Environmental Services ETF (EVX) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $23.1M of VanEck Environmental Services ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 7 funds opened new VanEck Environmental Services ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest VanEck Environmental Services ETF buyer in Q4 2023 was 360 Financial, an estimated $2.45M added.
  • The largest VanEck Environmental Services ETF seller in Q4 2023 was Osaic Holdings, an estimated $267K sold.

Based on aggregated 13F filings for Q4 2023.