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VanEck Environmental Services ETF

42 hedge funds and large institutions have $20.7M invested in VanEck Environmental Services ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

23% more capital invested

Capital invested by funds: $16.8M → $20.7M (+$3.86M)

21.24% more ownership

Funds ownership: 102.61%123.85% (+21%)

8% more funds holding

Funds holding: 3942 (+3)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
8
Closed
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
$2.57M -$224K -6,770 -8%
GS
2
GTS Securities
New York
$2.11M +$1.08M +32,645 +112%
Morgan Stanley
3
Morgan Stanley
New York
$2.04M +$111K +3,340 +6%
PWM
4
Perigon Wealth Management
California
$1.79M +$1.74M +52,580 New
LPL Financial
5
LPL Financial
California
$1.55M +$253K +7,645 +20%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.22M -$119K -3,595 -9%
SWM
7
SeaCrest Wealth Management
New York
$1.07M -$33.1K -1,000 -3%
UBS Group
8
UBS Group
Switzerland
$772K -$385K -11,605 -34%
PI
9
PFG Investments
New York
$729K +$4.14K +125 +0.6%
HIIFS
10
Harel Insurance Investments & Financial Services
Israel
$686K +$112K +3,375 +20%
CAL
11
Capital Analysts LLC
Pennsylvania
$589K +$30.3K +915 +6%
PSF
12
Pacific Sun Financial
California
$568K
BCM
13
Barometer Capital Management
Ontario, Canada
$529K +$265K +8,000 +107%
Citadel Advisors
14
Citadel Advisors
Florida
$509K +$95.3K +2,875 +24%
BFM
15
Boston Financial Management
Massachusetts
$484K -$26.7K -805 -5%
Jane Street
16
Jane Street
New York
$435K +$423K +12,755 New
RJA
17
Raymond James & Associates
Florida
$423K +$104K +3,145 +34%
KAS
18
Kestra Advisory Services
Texas
$377K -$60.6K -1,830 -14%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$319K +$58.3K +1,760 +23%
MD
20
Money Design
Japan
$304K -$66.3K -2,000 -18%
TWC
21
TD Waterhouse Canada
Ontario, Canada
$248K +$56.3K +1,700 +30%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$238K -$3.81K -115 -2%
SWM
23
Silverlake Wealth Management
Vermont
$226K +$219K +6,620 New
Osaic Holdings
24
Osaic Holdings
Arizona
$222K +$38.9K +1,175 +22%
AA
25
Advisory Alpha
Michigan
$220K

EVX Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Environmental Services ETF (EVX) for Q2 2024, worth a combined $20.7M — up 23% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVX positions and 0 closed out — a net gain of 4 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Perigon Wealth Management, opening a new position worth an estimated $1.74M. The largest seller was UBS Group, cutting an estimated $385K.

  • 42 institutional investors held VanEck Environmental Services ETF (EVX) as of Q2 2024, up from 39 in Q1 2024.
  • Funds reported $20.7M of VanEck Environmental Services ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 4 funds opened new VanEck Environmental Services ETF positions in Q2 2024 and 0 closed out, a net change of +4 holders.
  • The largest VanEck Environmental Services ETF buyer in Q2 2024 was Perigon Wealth Management, an estimated $1.74M added.
  • The largest VanEck Environmental Services ETF seller in Q2 2024 was UBS Group, an estimated $385K sold.

Based on aggregated 13F filings for Q2 2024.