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VanEck Low Carbon Energy ETF

59 hedge funds and large institutions have $45.2M invested in VanEck Low Carbon Energy ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 6059 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17.96% less ownership

Funds ownership: 45.2%27.24% (-18%)

34% less capital invested

Capital invested by funds: $68.4M → $45.2M (-$23.2M)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
26
F.L. Putnam Investment Management
Massachusetts
$466K +$5.19K +44 +1%
HCM
27
Howland Capital Management
Massachusetts
$400K -$47.2K -400 -9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$305K +$45.3K +384 +15%
Mariner
29
Mariner
Kansas
$301K
CAN
30
Cetera Advisor Networks
California
$257K +$589 +5 +0.2%
AssetMark Inc
31
AssetMark Inc
California
$256K +$288K +2,445 New
Stifel Financial
32
Stifel Financial
Missouri
$228K
PAG
33
Private Advisor Group
New Jersey
$227K
JFA
34
JNBA Financial Advisors
Minnesota
$226K
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$88.3K
TWC
36
TD Waterhouse Canada
Ontario, Canada
$86.7K
Comerica Bank
37
Comerica Bank
Texas
$65.7K +$73.9K +627 New
US Bancorp
38
US Bancorp
Minnesota
$57.6K
William Blair & Company
39
William Blair & Company
Illinois
$44.4K +$11.8K +100 +31%
WP
40
WealthShield Partners
North Carolina
$32.6K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$29.4K +$19.2K +163 +139%
PTC
42
Private Trust Company
Ohio
$18.6K
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$17.4K
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$14.4K
AIP
45
Ameritas Investment Partners
Nebraska
$12K
LWANC
46
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.5K
FCA
47
FinTrust Capital Advisors
South Carolina
$10.5K
UB
48
UMB Bank
Missouri
$10.5K
GRP
49
Global Retirement Partners
California
$9.72K
VanEck Associates
50
VanEck Associates
New York
$6K -$472 -4 -6%

SMOG Hedge Fund Activity: Q3 2023 in Review

59 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in VanEck Low Carbon Energy ETF (SMOG) for Q3 2023, worth a combined $45.2M — down 34% from $68.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SMOG and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 11 added.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $1.05M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $29.6M.

  • 59 institutional investors held VanEck Low Carbon Energy ETF (SMOG) as of Q3 2023, down from 60 in Q2 2023.
  • Funds reported $45.2M of VanEck Low Carbon Energy ETF stock for Q3 2023, down 34% quarter-over-quarter.
  • 6 funds opened new VanEck Low Carbon Energy ETF positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest VanEck Low Carbon Energy ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $1.05M added.
  • The largest VanEck Low Carbon Energy ETF seller in Q3 2023 was Qube Research & Technologies (QRT), an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2023.