US Vegan Climate ETF
VEGN
27 hedge funds and large institutions have $9.09M invested in US Vegan Climate ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
12% more capital invested
Capital invested by funds: $8.13M → $9.09M (+$957K)
0.75% more ownership
Funds ownership: 8.42% → 9.16% (+0.75%)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$764K |
| 2 |
AFG
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
+$662K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$285K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$69.1K |
| 5 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$54.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$697K |
| 2 |
PAA
Peregrine Asset Advisers
Portland,
Oregon
|
-$316K |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
-$92.8K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$23.6K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$11.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $2.76K | +$2.58K | +56 | +5,600% |
|
|
GPFA
27
Game Plan Financial Advisors
Westlake,
Ohio
| $632 | – | – | – |
|
|
PAA
28
Peregrine Asset Advisers
Portland,
Oregon
| – | -$316K | -6,741 | Closed |
|
|
SWM
29
Spire Wealth Management
Mclean,
Virginia
| – | -$23.6K | -504 | Closed |
|
|
FFA
30
Farther Finance Advisors
San Francisco,
California
| – | -$11.4K | -243 | Closed |
|
|
PMFA
31
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$9.33K | -199 | Closed |
|
VEGN Hedge Fund Activity: Q2 2024 in Review
27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q2 2024, worth a combined $9.09M — up 12% from $8.13M a quarter earlier.
Fund positioning in VEGN was balanced in Q2 2024: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Kingswood Wealth Advisors, opening a new position worth an estimated $764K. The largest seller was Osaic Holdings, cutting an estimated $697K.
- 27 institutional investors held US Vegan Climate ETF (VEGN) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $9.09M of US Vegan Climate ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 4 funds opened new US Vegan Climate ETF positions in Q2 2024 and 4 closed out, a net change of 0 holders.
- The largest US Vegan Climate ETF buyer in Q2 2024 was Kingswood Wealth Advisors, an estimated $764K added.
- The largest US Vegan Climate ETF seller in Q2 2024 was Osaic Holdings, an estimated $697K sold.
Based on aggregated 13F filings for Q2 2024.