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US Vegan Climate ETF
VEGN

18 hedge funds and large institutions have $5.62M invested in US Vegan Climate ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $4.51M → $5.62M (+$1.11M)

0.92% more ownership

Funds ownership: 7.44% → 8.36% (+0.92%)

10% less funds holding

Funds holding: 20 → 18 (-2)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
+$410K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$209K
3
GC
Garde Capital
Washington
+$97.5K
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.25K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$67.8K
2
Morgan Stanley
Morgan Stanley
New York
-$10.2K
3
FCT
First Community Trust
Iowa
-$9.31K
4
CB
Cadence Bank
Mississippi
-$9.28K
5
CAS
Coppell Advisory Solutions
Texas
-$8.58K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.79M +$209K +6,180 +14%
Wolverine Trading
2
Wolverine Trading
Illinois
$1.35M +$410K +12,094 +44%
Wealthfront Advisers
3
Wealthfront Advisers
California
$914K -$4.27K -126 -0.5%
Osaic Holdings
4
Osaic Holdings
Arizona
$539K – – –
CB
5
Cadence Bank
Mississippi
$319K -$9.28K -274 -3%
RWA
6
Redmont Wealth Advisors
Illinois
$272K – – –
Morgan Stanley
7
Morgan Stanley
New York
$108K -$10.2K -300 -9%
Bank of America
8
Bank of America
North Carolina
$108K – – –
GC
9
Garde Capital
Washington
$101K +$97.5K +2,879 New
SWA
10
SOA Wealth Advisors
New York
$35K – – –
HF
11
Halpern Financial
Virginia
$28.2K – – –
FCT
12
First Community Trust
Iowa
$20.8K -$9.31K -275 -32%
UBS Group
13
UBS Group
Switzerland
$10.3K -$67.8K -2,002 -87%
CFGS
14
Concourse Financial Group Securities
Alabama
$7K – – –
JP Morgan Chase
15
JP Morgan Chase
New York
$5.35K +$5.25K +155 +1,550%
AF
16
Allworth Financial
California
$4.23K – – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$3.6K – – –
SL
18
Savior LLC
Massachusetts
$525 – – –
CAS
19
Coppell Advisory Solutions
Texas
– -$8.58K -273 Closed
CASC
20
Coppell Advisory Solutions Corp
Texas
– -$8.58K -273 Closed
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
– -$534 -17 Closed

VEGN Hedge Fund Activity: Q1 2023 in Review

18 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q1 2023, worth a combined $5.62M — up 25% from $4.51M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of VEGN and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 3 added.

The largest buyer was Wolverine Trading, adding an estimated $410K. The largest seller was UBS Group, cutting an estimated $67.8K.

  • 18 institutional investors held US Vegan Climate ETF (VEGN) as of Q1 2023, down from 20 in Q4 2022.
  • Funds reported $5.62M of US Vegan Climate ETF stock for Q1 2023, up 25% quarter-over-quarter.
  • 1 fund opened new US Vegan Climate ETF positions in Q1 2023 and 3 closed out, a net change of -2 holders.
  • The largest US Vegan Climate ETF buyer in Q1 2023 was Wolverine Trading, an estimated $410K added.
  • The largest US Vegan Climate ETF seller in Q1 2023 was UBS Group, an estimated $67.8K sold.

Based on aggregated 13F filings for Q1 2023.