We are live on ! Find out more
SMOG icon

VanEck Low Carbon Energy ETF

69 hedge funds and large institutions have $45.6M invested in VanEck Low Carbon Energy ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

17% more funds holding

Funds holding: 5969 (+10)

1% more capital invested

Capital invested by funds: $45.2M → $45.6M (+$375K)

0.58% more ownership

Funds ownership: 27.24%27.82% (+0.58%)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

51% less call options, than puts

Call options by funds: $398K | Put options by funds: $808K

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
12
Reduced
20
Closed
5
Calls
$398K
Puts
$808K
Net Calls
-$410K
Net Calls Change
-$410K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Howland Capital Management
Massachusetts
$423K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$342K +$18.4K +180 +6%
Mariner
28
Mariner
Kansas
$318K
Stifel Financial
29
Stifel Financial
Missouri
$240K
PAG
30
Private Advisor Group
New Jersey
$240K
JFA
31
JNBA Financial Advisors
Minnesota
$239K
LWM
32
Lakeridge Wealth Management
Ohio
$226K +$209K +2,046 New
FTUS
33
Flow Traders U.S.
New York
$210K +$194K +1,898 New
ERWM
34
Elk River Wealth Management
Colorado
$206K +$191K +1,865 New
EWM
35
Endowment Wealth Management
Wisconsin
$205K +$190K +1,856 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$200K +$185K +1,809 New
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$109K +$14.8K +145 +17%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$94.4K -$646K -6,319 -88%
TWC
39
TD Waterhouse Canada
Ontario, Canada
$88.3K
HR
40
Howe & Rusling
New York
$62.3K +$57.5K +563 New
US Bancorp
41
US Bancorp
Minnesota
$60.9K
Comerica Bank
42
Comerica Bank
Texas
$53.9K -$14.3K -140 -22%
William Blair & Company
43
William Blair & Company
Illinois
$47.5K +$511 +5 +1%
WP
44
WealthShield Partners
North Carolina
$28.1K -$5.82K -57 -18%
LA
45
LM Advisors
California
$22.1K +$20.4K +200 New
PTC
46
Private Trust Company
Ohio
$19.7K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$18.4K
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$15.2K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$13K -$16.7K -163 -58%
LWANC
50
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.2K

SMOG Hedge Fund Activity: Q4 2023 in Review

69 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in VanEck Low Carbon Energy ETF (SMOG) for Q4 2023, worth a combined $45.6M — up 0.83% from $45.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SMOG positions and 5 closed out — a net gain of 11 holders — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.29M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $3.99M sold.

  • 69 institutional investors held VanEck Low Carbon Energy ETF (SMOG) as of Q4 2023, up from 59 in Q3 2023.
  • Funds reported $45.6M of VanEck Low Carbon Energy ETF stock for Q4 2023, up 0.83% quarter-over-quarter.
  • 16 funds opened new VanEck Low Carbon Energy ETF positions in Q4 2023 and 5 closed out, a net change of +11 holders.
  • The largest VanEck Low Carbon Energy ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.29M added.
  • The largest VanEck Low Carbon Energy ETF seller in Q4 2023 was Avalon Capital Management, an estimated $3.99M sold.

Based on aggregated 13F filings for Q4 2023.