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US Vegan Climate ETF
VEGN

16 hedge funds and large institutions have $3.37M invested in US Vegan Climate ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

53% more capital invested

Capital invested by funds: $2.21M → $3.37M (+$1.17M)

33% more funds holding

Funds holding: 12 → 16 (+4)

0.99% more ownership

Funds ownership: 4.9% → 5.89% (+0.99%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
+$809K
2
CB
Cadence Bank
Mississippi
+$371K
3
GC
Garde Capital
Washington
+$109K
4
Morgan Stanley
Morgan Stanley
New York
+$38.5K
5
EWM
Edge Wealth Management
New York
+$11.4K

Top Sellers

Rank Fund Capital Flow
1
ACM
Axel Capital Management
New York
-$360K
2
UBS Group
UBS Group
Switzerland
-$40K
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
1
Wolverine Trading
Illinois
$1.13M +$809K +21,292 +290%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$923K – – –
Osaic Holdings
3
Osaic Holdings
Arizona
$451K -$3.8K -100 -0.9%
CB
4
Cadence Bank
Mississippi
$385K +$371K +9,763 New
Morgan Stanley
5
Morgan Stanley
New York
$152K +$38.5K +1,015 +36%
Bank of America
6
Bank of America
North Carolina
$122K – – –
GC
7
Garde Capital
Washington
$113K +$109K +2,880 New
SWA
8
SOA Wealth Advisors
New York
$39K – – –
HF
9
Halpern Financial
Virginia
$31.7K – – –
EWM
10
Edge Wealth Management
New York
$12K +$11.4K +300 New
CFGS
11
Concourse Financial Group Securities
Alabama
$4K – – –
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$3K +$3.34K +88 New
US Bancorp
13
US Bancorp
Minnesota
$2K – – –
FI
14
FormulaFolio Investments
Michigan
$1K – – –
AF
15
Advisornet Financial
Minnesota
$1K +$987 +26 New
ACM
16
Axel Capital Management
New York
– -$360K -10,000 Closed
UBS Group
17
UBS Group
Switzerland
– -$40K -1,112 Closed
AC
18
Arjuna Capital
North Carolina
– +$380 +10 New

VEGN Hedge Fund Activity: Q2 2021 in Review

16 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q2 2021, worth a combined $3.37M — up 53% from $2.21M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VEGN positions and 2 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $809K. The largest seller was Axel Capital Management, exiting entirely with an estimated $360K sold.

  • 16 institutional investors held US Vegan Climate ETF (VEGN) as of Q2 2021, up from 12 in Q1 2021.
  • Funds reported $3.37M of US Vegan Climate ETF stock for Q2 2021, up 53% quarter-over-quarter.
  • 6 funds opened new US Vegan Climate ETF positions in Q2 2021 and 2 closed out, a net change of +4 holders.
  • The largest US Vegan Climate ETF buyer in Q2 2021 was Wolverine Trading, an estimated $809K added.
  • The largest US Vegan Climate ETF seller in Q2 2021 was Axel Capital Management, an estimated $360K sold.

Based on aggregated 13F filings for Q2 2021.