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VanEck Low Carbon Energy ETF

31 hedge funds and large institutions have $13.9M invested in VanEck Low Carbon Energy ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

33% more capital invested

Capital invested by funds: $10.4M → $13.9M (+$3.49M)

3.56% more ownership

Funds ownership: 11.66%15.22% (+3.6%)

3% more funds holding

Funds holding: 3031 (+1)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Cabot Wealth Management
Massachusetts
$3.3M -$116K -2,105 -3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.29M +$1.82M +33,154 +427%
Jane Street
3
Jane Street
New York
$1.99M +$270K +4,918 +16%
Bank of America
4
Bank of America
North Carolina
$1.62M -$10.8K -197 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$1.26M +$329K +5,975 +36%
U
6
UBS
Switzerland
$1.09M -$34.9K -635 -3%
GT
7
Glenmede Trust
Pennsylvania
$534K +$376K +6,839 +252%
LPL Financial
8
LPL Financial
California
$341K -$18.8K -341 -5%
Deutsche Bank
9
Deutsche Bank
Germany
$279K
Verition Fund Management
10
Verition Fund Management
Connecticut
$233K +$229K +4,169 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$229K +$47.2K +859 +27%
Wells Fargo
12
Wells Fargo
California
$194K -$124K -2,260 -39%
AP
13
Advisors Preferred
Maryland
$166K +$164K +2,977 New
Axa
14
Axa
France
$117K -$41.9K -762 -27%
Citigroup
15
Citigroup
New York
$70K +$25.8K +470 +60%
MFS
16
MSI Financial Services
Massachusetts
$47K
WEC
17
Winslow Evans & Crocker
Massachusetts
$19K +$18.3K +332 New
WA
18
WFG Advisors
Texas
$18K +$165 +3 +0.9%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$16K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$15K +$7.7K +140 +105%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$12K
PTC
22
Private Trust Company
Ohio
$10K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$8K -$4.84K -88 -37%
HR
24
Howe & Rusling
New York
$7K
Creative Planning
25
Creative Planning
Kansas
$6K -$7.31K -133 -54%

SMOG Hedge Fund Activity: Q4 2013 in Review

31 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in VanEck Low Carbon Energy ETF (SMOG) for Q4 2013, worth a combined $13.9M — up 33% from $10.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SMOG positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.82M. The largest seller was Wells Fargo, cutting an estimated $124K.

  • 31 institutional investors held VanEck Low Carbon Energy ETF (SMOG) as of Q4 2013, up from 30 in Q3 2013.
  • Funds reported $13.9M of VanEck Low Carbon Energy ETF stock for Q4 2013, up 33% quarter-over-quarter.
  • 3 funds opened new VanEck Low Carbon Energy ETF positions in Q4 2013 and 2 closed out, a net change of +1 holder.
  • The largest VanEck Low Carbon Energy ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $1.82M added.
  • The largest VanEck Low Carbon Energy ETF seller in Q4 2013 was Wells Fargo, an estimated $124K sold.

Based on aggregated 13F filings for Q4 2013.