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US Vegan Climate ETF
VEGN

19 hedge funds and large institutions have $6.17M invested in US Vegan Climate ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

21% more capital invested

Capital invested by funds: $5.09M → $6.17M (+$1.08M)

1.41% more ownership

Funds ownership: 6.99% → 8.4% (+1.4%)

0% more funds holding

Funds holding: 19 → 19 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
19
Holders Change
–
Holders Change %
0%
% 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
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$1.08M
2
Osaic Holdings
Osaic Holdings
Arizona
+$576K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$115K
4
UBS Group
UBS Group
Switzerland
+$44.5K
5
DFA
DHJJ Financial Advisors
Illinois
+$28K

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$525K
2
GC
Garde Capital
Washington
-$112K
3
CB
Cadence Bank
Mississippi
-$6.16K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$2.04M +$1.08M +27,548 +106%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.89M +$115K +2,936 +6%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.14M +$576K +14,676 +95%
CB
4
Cadence Bank
Mississippi
$331K -$6.16K -157 -2%
RWA
5
Redmont Wealth Advisors
Illinois
$296K – – –
Morgan Stanley
6
Morgan Stanley
New York
$117K – – –
Bank of America
7
Bank of America
North Carolina
$117K – – –
UBS Group
8
UBS Group
Switzerland
$61K +$44.5K +1,135 +243%
SWA
9
SOA Wealth Advisors
New York
$38.1K – – –
HF
10
Halpern Financial
Virginia
$30.6K – – –
DFA
11
DHJJ Financial Advisors
Illinois
$27.2K +$28K +714 New
FCT
12
First Community Trust
Iowa
$22.6K – – –
SWM
13
Spire Wealth Management
Virginia
$19.1K – – –
CAL
14
Capital Analysts LLC
Pennsylvania
$17K +$17.4K +444 New
CAS
15
Coppell Advisory Solutions
Texas
$8.58K +$118 +3 +1%
CFGS
16
Concourse Financial Group Securities
Alabama
$7.61K – – –
JP Morgan Chase
17
JP Morgan Chase
New York
$5.9K – – –
AF
18
Allworth Financial
California
$4.61K – – –
SL
19
Savior LLC
Massachusetts
$571 – – –
Wolverine Trading
20
Wolverine Trading
Illinois
– -$525K -13,709 Closed
GC
21
Garde Capital
Washington
– -$112K -2,879 Closed

VEGN Hedge Fund Activity: Q3 2023 in Review

19 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q3 2023, worth a combined $6.17M — up 21% from $5.09M a quarter earlier.

Fund positioning in VEGN was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 1 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $1.08M. The largest seller was Wolverine Trading, exiting entirely with an estimated $525K sold.

  • 19 institutional investors held US Vegan Climate ETF (VEGN) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $6.17M of US Vegan Climate ETF stock for Q3 2023, up 21% quarter-over-quarter.
  • 2 funds opened new US Vegan Climate ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
  • The largest US Vegan Climate ETF buyer in Q3 2023 was Wealthfront Advisers, an estimated $1.08M added.
  • The largest US Vegan Climate ETF seller in Q3 2023 was Wolverine Trading, an estimated $525K sold.

Based on aggregated 13F filings for Q3 2023.