US Vegan Climate ETF
VEGN
16 hedge funds and large institutions have $3.1M invested in US Vegan Climate ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 16 → 16 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.98% less ownership
Funds ownership: 5.89% → 4.92% (-0.98%)
8% less capital invested
Capital invested by funds: $3.37M → $3.1M (-$274K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$466K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.69K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$970 |
| 4 |
SL
Savior LLC
Wellesley Hills,
Massachusetts
|
+$606 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$734K |
| 2 |
EWM
Edge Wealth Management
New York
|
-$12K |
| 3 |
Morgan Stanley
New York
|
-$4.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $922K | +$970 | +24 | +0.1% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $458K | +$8.69K | +215 | +2% |
|
|
3
Wealthfront Advisers
Palo Alto,
California
| $453K | +$466K | +11,525 | New |
|
|
4
Wolverine Trading
Chicago,
Illinois
| $416K | -$734K | -18,169 | -63% |
|
|
CB
5
Cadence Bank
Tupelo,
Mississippi
| $384K | – | – | – |
|
|
6
Morgan Stanley
New York
| $148K | -$4.04K | -100 | -3% |
|
7
Bank of America
Charlotte,
North Carolina
| $121K | – | – | – |
|
|
GC
8
Garde Capital
Seattle,
Washington
| $113K | – | – | – |
|
|
SWA
9
SOA Wealth Advisors
New York
| $39K | – | – | – |
|
|
HF
10
Halpern Financial
Ashburn,
Virginia
| $31.7K | – | – | – |
|
11
Bank of Montreal
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| $4K | – | – | – |
|
13
US Bancorp
Minneapolis,
Minnesota
| $2K | – | – | – |
|
|
AF
14
Advisornet Financial
Minnetonka,
Minnesota
| $1K | – | – | – |
|
|
SL
15
Savior LLC
Wellesley Hills,
Massachusetts
| $1K | +$606 | +15 | New |
|
|
EWM
16
Edge Wealth Management
New York
| – | -$12K | -300 | Closed |
|
VEGN Hedge Fund Activity: Q3 2021 in Review
16 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q3 2021, worth a combined $3.1M — down 8.1% from $3.37M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new VEGN positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Wealthfront Advisers, opening a new position worth an estimated $466K. The largest seller was Wolverine Trading, cutting an estimated $734K.
- 16 institutional investors held US Vegan Climate ETF (VEGN) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $3.1M of US Vegan Climate ETF stock for Q3 2021, down 8.1% quarter-over-quarter.
- 2 funds opened new US Vegan Climate ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest US Vegan Climate ETF buyer in Q3 2021 was Wealthfront Advisers, an estimated $466K added.
- The largest US Vegan Climate ETF seller in Q3 2021 was Wolverine Trading, an estimated $734K sold.
Based on aggregated 13F filings for Q3 2021.