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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
Jane Street
1
Jane Street
New York
$6.94M -$142K -1,388 -2%
Morgan Stanley
2
Morgan Stanley
New York
$5.05M +$2.29M +22,378 +96%
MD
3
Money Design
Japan
$4.91M -$514K -5,029 -10%
FHA
4
Flagship Harbor Advisors
Massachusetts
$4.6M -$121K -1,185 -3%
LPL Financial
5
LPL Financial
California
$1.91M -$16.4K -161 -0.9%
Ameriprise
6
Ameriprise
Minnesota
$1.75M +$67.3K +659 +4%
UBS Group
7
UBS Group
Switzerland
$1.57M +$33.3K +326 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.32M -$5.82K -57 -0.5%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23M -$258K -2,524 -18%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.19M +$570K +5,580 +109%
Bank of America
11
Bank of America
North Carolina
$1.07M -$409 -4 -0%
Citadel Advisors
12
Citadel Advisors
Florida
$1.05M +$234K +2,288 +32%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$985K +$910K +8,904 New
HighTower Advisors
14
HighTower Advisors
Illinois
$926K -$205K -2,011 -19%
KPWS
15
Kestra Private Wealth Services
Texas
$894K -$28.3K -277 -3%
APWM
16
Atlas Private Wealth Management
New York
$893K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$838K -$149K -1,460 -16%
PHAM
18
Palisades Hudson Asset Management
Florida
$825K +$90.4K +885 +13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$714K -$33.8K -331 -5%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$691K -$8.17K -80 -1%
OPCM
21
Osborne Partners Capital Management
California
$652K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$557K -$85.8K -840 -14%
AssetMark Inc
23
AssetMark Inc
California
$541K +$250K +2,443 +100%
FLPIM
24
F.L. Putnam Investment Management
Massachusetts
$439K -$48.8K -478 -11%
Wells Fargo
25
Wells Fargo
California
$432K -$95.7K -937 -19%

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.