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US Vegan Climate ETF
VEGN

19 hedge funds and large institutions have $3.58M invested in US Vegan Climate ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

19% more funds holding

Funds holding: 16 → 19 (+3)

16% more capital invested

Capital invested by funds: $3.1M → $3.58M (+$483K)

0.19% less ownership

Funds ownership: 4.92% → 4.72% (-0.19%)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$138K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$30.4K
3
UBS Group
UBS Group
Switzerland
+$24.8K
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.52K
5
AF
Allworth Financial
California
+$5.12K

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$416K
2
AF
Advisornet Financial
Minnesota
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.04M +$30.4K +719 +3%
Wealthfront Advisers
2
Wealthfront Advisers
California
$641K +$138K +3,267 +28%
Osaic Holdings
3
Osaic Holdings
Arizona
$515K +$9.52K +225 +2%
CB
4
Cadence Bank
Mississippi
$423K – – –
RWA
5
Redmont Wealth Advisors
Illinois
$337K +$329K +7,781 New
Morgan Stanley
6
Morgan Stanley
New York
$168K +$4.23K +100 +3%
Bank of America
7
Bank of America
North Carolina
$138K +$4.23K +100 +3%
GC
8
Garde Capital
Washington
$125K – – –
SWA
9
SOA Wealth Advisors
New York
$43K – – –
FCT
10
First Community Trust
Iowa
$37.7K +$36.8K +870 New
HF
11
Halpern Financial
Virginia
$34.9K – – –
CA
12
CoreCap Advisors
Michigan
$30K +$29.1K +687 New
UBS Group
13
UBS Group
Switzerland
$25K +$24.8K +586 New
AF
14
Allworth Financial
California
$5K +$5.12K +121 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$4K – – –
CFGS
16
Concourse Financial Group Securities
Alabama
$4K – – –
US Bancorp
17
US Bancorp
Minnesota
$2K – – –
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2K +$1.91K +45 New
SL
19
Savior LLC
Massachusetts
$1K – – –
Wolverine Trading
20
Wolverine Trading
Illinois
– -$416K -10,465 Closed
AF
21
Advisornet Financial
Minnesota
– -$1K -26 Closed

VEGN Hedge Fund Activity: Q4 2021 in Review

19 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q4 2021, worth a combined $3.58M — up 16% from $3.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VEGN positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 0 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $138K. The largest seller was Wolverine Trading, exiting entirely with an estimated $416K sold.

  • 19 institutional investors held US Vegan Climate ETF (VEGN) as of Q4 2021, up from 16 in Q3 2021.
  • Funds reported $3.58M of US Vegan Climate ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 6 funds opened new US Vegan Climate ETF positions in Q4 2021 and 3 closed out, a net change of +3 holders.
  • The largest US Vegan Climate ETF buyer in Q4 2021 was Wealthfront Advisers, an estimated $138K added.
  • The largest US Vegan Climate ETF seller in Q4 2021 was Wolverine Trading, an estimated $416K sold.

Based on aggregated 13F filings for Q4 2021.