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US Vegan Climate ETF
VEGN

19 hedge funds and large institutions have $5.09M invested in US Vegan Climate ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more funds holding

Funds holding: 18 → 19 (+1)

1.37% less ownership

Funds ownership: 8.36% → 6.99% (-1.4%)

9% less capital invested

Capital invested by funds: $5.62M → $5.09M (-$532K)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWM
Spire Wealth Management
Virginia
+$17.9K
2
CAS
Coppell Advisory Solutions
Texas
+$9.65K
3
UBS Group
UBS Group
Switzerland
+$6.14K

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$915K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$166K
3
CB
Cadence Bank
Mississippi
-$9.07K
4
Wealthfront Advisers
Wealthfront Advisers
California
-$6.32K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.81M -$166K -4,647 -9%
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.01M -$6.32K -177 -0.7%
Osaic Holdings
3
Osaic Holdings
Arizona
$597K -$214 -6 -0%
Wolverine Trading
4
Wolverine Trading
Illinois
$525K -$915K -25,617 -65%
CB
5
Cadence Bank
Mississippi
$343K -$9.07K -254 -3%
RWA
6
Redmont Wealth Advisors
Illinois
$302K – – –
Morgan Stanley
7
Morgan Stanley
New York
$120K – – –
Bank of America
8
Bank of America
North Carolina
$120K – – –
GC
9
Garde Capital
Washington
$112K – – –
SWA
10
SOA Wealth Advisors
New York
$38.8K – – –
HF
11
Halpern Financial
Virginia
$31.2K – – –
FCT
12
First Community Trust
Iowa
$23.1K – – –
SWM
13
Spire Wealth Management
Virginia
$19.5K +$17.9K +502 New
UBS Group
14
UBS Group
Switzerland
$18.1K +$6.14K +172 +58%
CAS
15
Coppell Advisory Solutions
Texas
$10.3K +$9.65K +270 New
CFGS
16
Concourse Financial Group Securities
Alabama
$7.75K – – –
JP Morgan Chase
17
JP Morgan Chase
New York
$6.01K -$357 -10 -6%
AF
18
Allworth Financial
California
$4.69K – – –
SL
19
Savior LLC
Massachusetts
$582 – – –
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
– -$3.6K -103 Closed

VEGN Hedge Fund Activity: Q2 2023 in Review

19 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q2 2023, worth a combined $5.09M — down 9.5% from $5.62M a quarter earlier.

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

The largest buyer was Spire Wealth Management, opening a new position worth an estimated $17.9K. The largest seller was Wolverine Trading, cutting an estimated $915K.

  • 19 institutional investors held US Vegan Climate ETF (VEGN) as of Q2 2023, up from 18 in Q1 2023.
  • Funds reported $5.09M of US Vegan Climate ETF stock for Q2 2023, down 9.5% quarter-over-quarter.
  • 2 funds opened new US Vegan Climate ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
  • The largest US Vegan Climate ETF buyer in Q2 2023 was Spire Wealth Management, an estimated $17.9K added.
  • The largest US Vegan Climate ETF seller in Q2 2023 was Wolverine Trading, an estimated $915K sold.

Based on aggregated 13F filings for Q2 2023.