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VanEck Low Carbon Energy ETF

65 hedge funds and large institutions have $73M invested in VanEck Low Carbon Energy ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

17% more capital invested

Capital invested by funds: $62.4M → $73M (+$10.6M)

7% more funds holding

Funds holding: 6165 (+4)

3.67% more ownership

Funds ownership: 31.61%35.28% (+3.7%)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
26
Money Concepts Capital
Florida
$384K +$1.08M +9,234 +1,091%
Mariner
27
Mariner
Kansas
$349K
CAN
28
Cetera Advisor Networks
California
$306K -$43.3K -369 -13%
Stifel Financial
29
Stifel Financial
Missouri
$290K
PAG
30
Private Advisor Group
New Jersey
$263K +$254K +2,166 New
JFA
31
JNBA Financial Advisors
Minnesota
$262K -$5.04K -43 -2%
GVAG
32
Great Valley Advisor Group
Delaware
$252K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$245K +$6.57K +56 +3%
EWM
34
Endowment Wealth Management
Wisconsin
$244K +$4.11K +35 +2%
ERWM
35
Elk River Wealth Management
Colorado
$227K
TWC
36
TD Waterhouse Canada
Ontario, Canada
$101K
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$97.1K
WIM
38
WealthPlan Investment Management
Nebraska
$86.2K +$83.2K +709 New
US Bancorp
39
US Bancorp
Minnesota
$66.8K
William Blair & Company
40
William Blair & Company
Illinois
$39.3K
WP
41
WealthShield Partners
North Carolina
$39K +$37.6K +321 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$24.3K +$13K +111 +125%
PTC
43
Private Trust Company
Ohio
$21.6K
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$20.2K
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$17.5K -$15.2K -130 -47%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$16.6K
AIP
47
Ameritas Investment Partners
Nebraska
$14K
LWANC
48
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.4K
UB
49
UMB Bank
Missouri
$12.2K
FCA
50
FinTrust Capital Advisors
South Carolina
$11.1K

SMOG Hedge Fund Activity: Q1 2023 in Review

65 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in VanEck Low Carbon Energy ETF (SMOG) for Q1 2023, worth a combined $73M — up 17% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SMOG positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 20 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $4.83M. The largest seller was Money Design, cutting an estimated $2.54M.

  • 65 institutional investors held VanEck Low Carbon Energy ETF (SMOG) as of Q1 2023, up from 61 in Q4 2022.
  • Funds reported $73M of VanEck Low Carbon Energy ETF stock for Q1 2023, up 17% quarter-over-quarter.
  • 6 funds opened new VanEck Low Carbon Energy ETF positions in Q1 2023 and 2 closed out, a net change of +4 holders.
  • The largest VanEck Low Carbon Energy ETF buyer in Q1 2023 was Avalon Capital Management, an estimated $4.83M added.
  • The largest VanEck Low Carbon Energy ETF seller in Q1 2023 was Money Design, an estimated $2.54M sold.

Based on aggregated 13F filings for Q1 2023.