VanEck Low Carbon Energy ETF
SMOG
56 hedge funds and large institutions have $34M invested in VanEck Low Carbon Energy ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
48% more capital invested
Capital invested by funds: $23M → $34M (+$11M)
12% more funds holding
Funds holding: 50 → 56 (+6)
0.85% more ownership
Funds ownership: 29.27% → 30.12% (+0.85%)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$943K |
| 2 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$641K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$568K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$385K |
| 5 |
LNB
Ledyard National Bank
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.87M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$437K |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$241K |
| 4 |
VanEck Associates
New York
|
-$177K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$103K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Simplex Trading
Chicago,
Illinois
| $7K | -$11K | -151 | -61% |
|
|
HFA
52
Hoover Financial Advisors
Malvern,
Pennsylvania
| $4K | +$3.12K | +43 | New |
|
|
BFC
53
Bedel Financial Consulting
Indianapolis,
Indiana
| $3K | – | – | – |
|
|
JCM
54
Jacobi Capital Management
Pittston,
Pennsylvania
| $2K | – | – | – |
|
|
APA
55
American Portfolios Advisors
Holbrook,
New York
| $1.06K | – | – | – |
|
|
TCOV
56
Trust Company of Vermont
Brattleboro,
Vermont
| $1K | -$1.31K | -18 | -55% |
|
|
WWM
57
Western Wealth Management
Golden,
Colorado
| – | -$241K | -3,989 | Closed |
|
|
NFG
58
Next Financial Group
Houston,
Texas
| – | -$14K | -230 | Closed |
|
|
RFM
59
Royal Fund Management
Lady Lake,
Florida
| – | -$8K | -136 | Closed |
|
|
WEC
60
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$6K | -96 | Closed |
|
|
AIC
61
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$4K | -60 | Closed |
|
SMOG Hedge Fund Activity: Q2 2020 in Review
56 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in VanEck Low Carbon Energy ETF (SMOG) for Q2 2020, worth a combined $34M — up 48% from $23M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SMOG positions and 5 closed out — a net gain of 6 holders — while 8 added to existing stakes and 13 trimmed.
The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $943K. The largest seller was Osaic Holdings, cutting an estimated $1.87M.
- 56 institutional investors held VanEck Low Carbon Energy ETF (SMOG) as of Q2 2020, up from 50 in Q1 2020.
- Funds reported $34M of VanEck Low Carbon Energy ETF stock for Q2 2020, up 48% quarter-over-quarter.
- 11 funds opened new VanEck Low Carbon Energy ETF positions in Q2 2020 and 5 closed out, a net change of +6 holders.
- The largest VanEck Low Carbon Energy ETF buyer in Q2 2020 was J.W. Cole Advisors, an estimated $943K added.
- The largest VanEck Low Carbon Energy ETF seller in Q2 2020 was Osaic Holdings, an estimated $1.87M sold.
Based on aggregated 13F filings for Q2 2020.