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US Vegan Climate ETF

26 hedge funds and large institutions have $7.25M invested in US Vegan Climate ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

37% more funds holding

Funds holding: 1926 (+7)

18% more capital invested

Capital invested by funds: $6.17M → $7.25M (+$1.08M)

0.23% more ownership

Funds ownership: 8.4%8.63% (+0.23%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
4
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.15M +$9.92K +249 +0.5%
Wealthfront Advisers
2
Wealthfront Advisers
California
$2.04M -$250K -6,276 -12%
Osaic Holdings
3
Osaic Holdings
Arizona
$672K -$577K -14,474 -48%
CB
4
Cadence Bank
Mississippi
$362K -$11.7K -293 -3%
Wolverine Trading
5
Wolverine Trading
Illinois
$353K +$327K +8,197 New
PAA
6
Peregrine Asset Advisers
Oregon
$291K +$269K +6,741 New
Morgan Stanley
7
Morgan Stanley
New York
$266K +$123K +3,089 +100%
PI
8
PFG Investments
New York
$224K +$207K +5,198 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$218K +$202K +5,062 New
Mariner
10
Mariner
Kansas
$211K +$195K +4,899 New
Bank of America
11
Bank of America
North Carolina
$133K
GC
12
Garde Capital
Washington
$109K +$101K +2,531 New
SWA
13
SOA Wealth Advisors
New York
$43.1K
HF
14
Halpern Financial
Virginia
$33.8K
DFA
15
DHJJ Financial Advisors
Illinois
$30.8K
FCT
16
First Community Trust
Iowa
$25.6K
SWM
17
Spire Wealth Management
Virginia
$22.2K +$80 +2 +0.4%
CAL
18
Capital Analysts LLC
Pennsylvania
$19K
CAS
19
Coppell Advisory Solutions
Texas
$11.5K -$239 -6 -2%
BWP
20
Baldwin Wealth Partners
Massachusetts
$10.1K +$9.32K +234 New
AF
21
Allworth Financial
California
$9.53K +$3.98K +100 +83%
CFGS
22
Concourse Financial Group Securities
Alabama
$8.62K
JP Morgan Chase
23
JP Morgan Chase
New York
$6.68K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$5.42K +$4.98K +125 New
TWC
25
TD Waterhouse Canada
Ontario, Canada
$4.82K +$4.58K +115 New

VEGN Hedge Fund Activity: Q4 2023 in Review

26 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q4 2023, worth a combined $7.25M — up 18% from $6.17M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VEGN positions and 3 closed out — a net gain of 7 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $327K. The largest seller was Osaic Holdings, cutting an estimated $577K.

  • 26 institutional investors held US Vegan Climate ETF (VEGN) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $7.25M of US Vegan Climate ETF stock for Q4 2023, up 18% quarter-over-quarter.
  • 10 funds opened new US Vegan Climate ETF positions in Q4 2023 and 3 closed out, a net change of +7 holders.
  • The largest US Vegan Climate ETF buyer in Q4 2023 was Wolverine Trading, an estimated $327K added.
  • The largest US Vegan Climate ETF seller in Q4 2023 was Osaic Holdings, an estimated $577K sold.

Based on aggregated 13F filings for Q4 2023.