VEGN icon

US Vegan Climate ETF
VEGN

Overview Fund Activity

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
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
–

Top Buyers

1
Wolverine Trading
1
Wolverine Trading
Illinois
$353K
2
PAA
2
Peregrine Asset Advisers
Oregon
$291K
3
PI
3
PFG Investments
New York
$224K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$218K
5
Mariner
5
Mariner
Kansas
$211K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$672K
2
RWA
2
Redmont Wealth Advisors
Illinois
$0
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$2.04M
4
UBS Group
4
UBS Group
Switzerland
$0
5
CB
5
Cadence Bank
Mississippi
$362K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.15M +$10.7K +249 +0.5%
Wealthfront Advisers
2
Wealthfront Advisers
California
$2.04M -$270K -6,276 -12%
Osaic Holdings
3
Osaic Holdings
Arizona
$672K -$624K -14,474 -48%
CB
4
Cadence Bank
Mississippi
$362K -$12.6K -293 -3%
Wolverine Trading
5
Wolverine Trading
Illinois
$353K +$353K +8,197 New
PAA
6
Peregrine Asset Advisers
Oregon
$291K +$291K +6,741 New
Morgan Stanley
7
Morgan Stanley
New York
$266K +$133K +3,089 +100%
PI
8
PFG Investments
New York
$224K +$224K +5,198 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$218K +$218K +5,062 New
Mariner
10
Mariner
Kansas
$211K +$211K +4,899 New
Bank of America
11
Bank of America
North Carolina
$133K – – –
GC
12
Garde Capital
Washington
$109K +$109K +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 +$88 +2 +0.4%
CAL
18
Capital Analysts LLC
Pennsylvania
$19K – – –
CAS
19
Coppell Advisory Solutions
Texas
$11.5K -$259 -6 -2%
BWP
20
Baldwin Wealth Partners
Massachusetts
$10.1K +$10.1K +234 New
AF
21
Allworth Financial
California
$9.53K +$4.31K +100 +83%
CFGS
22
Concourse Financial Group Securities
Alabama
$8.62K – – –
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$6.68K – – –
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$5.42K +$5.42K +125 New
TWC
25
TD Waterhouse Canada
Ontario, Canada
$4.82K +$4.82K +115 New
1
2