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
AIP
51
Ameritas Investment Partners
Nebraska
$11.1K -$1.53K -15 -13%
FCA
52
FinTrust Capital Advisors
South Carolina
$11.1K
GRP
53
Global Retirement Partners
California
$9.66K
PS
54
Principal Securities
Iowa
$8.63K +$7.97K +78 New
VanEck Associates
55
VanEck Associates
New York
$7K
LC
56
Lindbrook Capital
California
$6.08K
KFP
57
Keener Financial Planning
Texas
$6K +$5.11K +50 New
VNA
58
Valley National Advisers
Pennsylvania
$6K +$5.72K +56 New
NA
59
NewEdge Advisors
Louisiana
$5.72K +$102 +1 +2%
TWM
60
Tradition Wealth Management
Minnesota
$4K
AF
61
Advisornet Financial
Minnesota
$3.93K +$102 +1 +3%
CAS
62
Coppell Advisory Solutions
Texas
$3.65K +$3.37K +33 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$3.65K +$3.37K +33 New
TAM
64
Tucker Asset Management
Colorado
$2.32K
ASN
65
Advisory Services Network
Georgia
$1.44K +$1.33K +13 New
DSC
66
Duncker Streett & Co
Missouri
$1.44K +$1.33K +13 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1K
HCM
68
Hollencrest Capital Management
California
$848
VWWMG
69
Vermillion & White Wealth Management Group
Pennsylvania
$664 +$613 +6 New
ACM
70
Avalon Capital Management
California
-$3.99M -38,039 Closed
CAN
71
Cetera Advisor Networks
California
-$257K -2,456 Closed
UB
72
UMB Bank
Missouri
-$10.5K -100 Closed
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
-$4.71K -45 Closed
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
-$105 -1 Closed

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.