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VanEck Low Carbon Energy ETF

50 hedge funds and large institutions have $20.5M invested in VanEck Low Carbon Energy ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

11% more funds holding

Funds holding: 4550 (+5)

2.36% more ownership

Funds ownership: 22.09%24.45% (+2.4%)

4% more capital invested

Capital invested by funds: $19.7M → $20.5M (+$827K)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$2.95M +$111K +1,818 +4%
Jane Street
2
Jane Street
New York
$2.76M -$462K -7,583 -14%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.66M -$27.4K -449 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.52M +$63.6K +1,043 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.28M +$4.82K +79 +0.4%
LPL Financial
6
LPL Financial
California
$1.1M +$68.6K +1,125 +6%
FHA
7
Flagship Harbor Advisors
Massachusetts
$972K +$128K +2,105 +14%
Wells Fargo
8
Wells Fargo
California
$891K +$110K +1,803 +13%
Morgan Stanley
9
Morgan Stanley
New York
$848K -$30K -492 -3%
V
10
Veritable
Delaware
$841K +$3.96K +65 +0.5%
UBS Group
11
UBS Group
Switzerland
$647K -$22.1K -362 -3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$620K
Bank of America
13
Bank of America
North Carolina
$598K +$10K +164 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$562K +$589K +9,667 New
OPCM
15
Osborne Partners Capital Management
California
$498K +$59.2K +971 +13%
HPWM
16
Highland Private Wealth Management
Washington
$419K +$437K +7,165 New
Ameriprise
17
Ameriprise
Minnesota
$330K +$128K +2,103 +59%
HCM
18
Howland Capital Management
Massachusetts
$291K +$305 +5 +0.1%
CWM
19
Cornerstone Wealth Management
Missouri
$265K +$931K +15,272 New
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$250K
JMPWA
21
JP Morgan Private Wealth Advisors
California
$221K
JFA
22
JNBA Financial Advisors
Minnesota
$218K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$170K +$11.2K +184 +7%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$162K
LNB
25
Ledyard National Bank
$124K +$20.1K +330 +18%

SMOG Hedge Fund Activity: Q2 2018 in Review

50 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Low Carbon Energy ETF (SMOG) for Q2 2018, worth a combined $20.5M — up 4.2% from $19.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SMOG positions and 1 closed out — a net gain of 5 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $931K. The largest seller was Jane Street, cutting an estimated $462K.

  • 50 institutional investors held VanEck Low Carbon Energy ETF (SMOG) as of Q2 2018, up from 45 in Q1 2018.
  • Funds reported $20.5M of VanEck Low Carbon Energy ETF stock for Q2 2018, up 4.2% quarter-over-quarter.
  • 6 funds opened new VanEck Low Carbon Energy ETF positions in Q2 2018 and 1 closed out, a net change of +5 holders.
  • The largest VanEck Low Carbon Energy ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $931K added.
  • The largest VanEck Low Carbon Energy ETF seller in Q2 2018 was Jane Street, an estimated $462K sold.

Based on aggregated 13F filings for Q2 2018.