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US Vegan Climate ETF

27 hedge funds and large institutions have $8.13M invested in US Vegan Climate ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $7.25M → $8.13M (+$876K)

4% more funds holding

Funds holding: 2627 (+1)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.22% less ownership

Funds ownership: 8.63%8.42% (-0.22%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$2.35M +$127K +2,832 +6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.29M -$46.3K -1,029 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$736K +$4.95K +110 +0.7%
CB
4
Cadence Bank
Mississippi
$386K -$7.69K -171 -2%
Wolverine Trading
5
Wolverine Trading
Illinois
$341K -$41.7K -928 -11%
PAA
6
Peregrine Asset Advisers
Oregon
$316K
PI
7
PFG Investments
New York
$285K +$39.8K +885 +17%
Mariner
8
Mariner
Kansas
$238K +$8.32K +185 +4%
HR
9
Howe & Rusling
New York
$223K +$214K +4,764 New
RWA
10
Redmont Wealth Advisors
Illinois
$201K +$192K +4,281 New
Morgan Stanley
11
Morgan Stanley
New York
$145K -$139K -3,088 -50%
Bank of America
12
Bank of America
North Carolina
$145K
GPFA
13
Game Plan Financial Advisors
Ohio
$122K
GC
14
Garde Capital
Washington
$118K
SWA
15
SOA Wealth Advisors
New York
$46.9K
TWC
16
TD Waterhouse Canada
Ontario, Canada
$35.5K +$28.1K +624 +543%
DFA
17
DHJJ Financial Advisors
Illinois
$33.5K
FCT
18
First Community Trust
Iowa
$27.9K
SWM
19
Spire Wealth Management
Virginia
$23.6K
CAL
20
Capital Analysts LLC
Pennsylvania
$21K
FFA
21
Farther Finance Advisors
California
$11.4K +$10.9K +243 New
BWP
22
Baldwin Wealth Partners
Massachusetts
$11K
CFGS
23
Concourse Financial Group Securities
Alabama
$9.37K
PMFA
24
Plante Moran Financial Advisors
Michigan
$9.33K +$8.95K +199 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$5.86K

VEGN Hedge Fund Activity: Q1 2024 in Review

27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q1 2024, worth a combined $8.13M — up 12% from $7.25M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VEGN positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Howe & Rusling, opening a new position worth an estimated $214K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $218K sold.

  • 27 institutional investors held US Vegan Climate ETF (VEGN) as of Q1 2024, up from 26 in Q4 2023.
  • Funds reported $8.13M of US Vegan Climate ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 5 funds opened new US Vegan Climate ETF positions in Q1 2024 and 3 closed out, a net change of +2 holders.
  • The largest US Vegan Climate ETF buyer in Q1 2024 was Howe & Rusling, an estimated $214K added.
  • The largest US Vegan Climate ETF seller in Q1 2024 was Susquehanna International Group, an estimated $218K sold.

Based on aggregated 13F filings for Q1 2024.