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VanEck Low Carbon Energy ETF
SMOG

41 hedge funds and large institutions have $16.8M invested in VanEck Low Carbon Energy ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

26% more capital invested

Capital invested by funds: $13.3M → $16.8M (+$3.42M)

3.4% more ownership

Funds ownership: 16.77% → 20.17% (+3.4%)

0% more funds holding

Funds holding: 41 → 41 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $261K

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
5
Closed
6
Calls
–
Puts
$261K
Net Calls
-$261K
Net Calls Change
-$261K

Top Buyers

Rank Fund Capital Flow
1
CWM
Cabot Wealth Management
Massachusetts
+$1.8M
2
Jane Street
Jane Street
New York
+$1.28M
3
Bank of America
Bank of America
North Carolina
+$338K
4
HighTower Advisors
HighTower Advisors
Illinois
+$192K
5
Wells Fargo
Wells Fargo
California
+$180K

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$511K
2
HPWM
Highland Private Wealth Management
Washington
-$239K
3
NPC
National Planning Corporation
California
-$204K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$178K
5
UBS Group
UBS Group
Switzerland
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$69K +$40.2K +675 +143%
GT
27
Glenmede Trust
Pennsylvania
$42K – – –
US Bancorp
28
US Bancorp
Minnesota
$40K – – –
SAM
29
Solaris Asset Management
New York
$18K +$17.7K +298 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$13K +$9.22K +155 +218%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$10K – – –
HR
32
Howe & Rusling
New York
$9K – – –
VNA
33
Valley National Advisers
Pennsylvania
$9K – – –
RFM
34
Royal Fund Management
Florida
$8K +$8.09K +136 New
ECM
35
Exchange Capital Management
Michigan
$7K – – –
AIP
36
Ameritas Investment Partners
Nebraska
$6K – – –
IA
37
IFP Advisors
Florida
$6K – – –
WEC
38
Winslow Evans & Crocker
Massachusetts
$5.72K +$59 +1 +1%
TCOV
39
Trust Company of Vermont
Vermont
$5K – – –
AG
40
Advisor Group
Arizona
$2K +$2.38K +40 New
AI
41
Atria Investments
North Carolina
– -$511K -8,546 Closed
NPC
42
National Planning Corporation
California
– -$204K -3,399 Closed
AP
43
Advisors Preferred
Maryland
– -$141K -2,349 Closed
MLFP
44
MPS Loria Financial Planners
Illinois
– -$20K -343 Closed
SF
45
Synovus Financial
Georgia
– -$16K -274 Closed
GRP
46
Global Retirement Partners
California
– -$11K -187 Closed
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SMOG Hedge Fund Activity: Q3 2017 in Review

41 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in VanEck Low Carbon Energy ETF (SMOG) for Q3 2017, worth a combined $16.8M — up 26% from $13.3M a quarter earlier.

Fund positioning in SMOG was balanced in Q3 2017: 6 funds opened new positions, 6 closed out, 17 added to existing stakes and 5 trimmed.

The largest buyer was Cabot Wealth Management, opening a new position worth an estimated $1.8M. The largest seller was Atria Investments, exiting entirely with an estimated $511K sold.

  • 41 institutional investors held VanEck Low Carbon Energy ETF (SMOG) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $16.8M of VanEck Low Carbon Energy ETF stock for Q3 2017, up 26% quarter-over-quarter.
  • 6 funds opened new VanEck Low Carbon Energy ETF positions in Q3 2017 and 6 closed out, a net change of 0 holders.
  • The largest VanEck Low Carbon Energy ETF buyer in Q3 2017 was Cabot Wealth Management, an estimated $1.8M added.
  • The largest VanEck Low Carbon Energy ETF seller in Q3 2017 was Atria Investments, an estimated $511K sold.

Based on aggregated 13F filings for Q3 2017.