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US Vegan Climate ETF

27 hedge funds and large institutions have $9.09M invested in US Vegan Climate ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

12% more capital invested

Capital invested by funds: $8.13M → $9.09M (+$957K)

0.75% more ownership

Funds ownership: 8.42%9.16% (+0.75%)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
3
Closed
4
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
$2.37M +$8.94K +194 +0.4%
Wealthfront Advisers
2
Wealthfront Advisers
California
$2.32M -$92.8K -2,014 -4%
KWA
3
Kingswood Wealth Advisors
California
$802K +$764K +16,579 New
AFG
4
Allegheny Financial Group
Pennsylvania
$695K +$662K +14,368 New
Wolverine Trading
5
Wolverine Trading
Illinois
$650K +$285K +6,180 +85%
CB
6
Cadence Bank
Mississippi
$387K -$11.1K -240 -3%
PI
7
PFG Investments
New York
$326K +$30K +650 +11%
Mariner
8
Mariner
Kansas
$246K
HR
9
Howe & Rusling
New York
$230K
RWA
10
Redmont Wealth Advisors
Illinois
$207K
Morgan Stanley
11
Morgan Stanley
New York
$198K +$46.1K +1,000 +32%
Bank of America
12
Bank of America
North Carolina
$149K
GC
13
Garde Capital
Washington
$122K
TWC
14
TD Waterhouse Canada
Ontario, Canada
$93.1K +$54.6K +1,184 +160%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$74.7K +$69.1K +1,500 New
SWA
16
SOA Wealth Advisors
New York
$48.4K
DFA
17
DHJJ Financial Advisors
Illinois
$34.5K
FCT
18
First Community Trust
Iowa
$28.8K
Osaic Holdings
19
Osaic Holdings
Arizona
$27.6K -$697K -15,131 -96%
CAL
20
Capital Analysts LLC
Pennsylvania
$21K
CFGS
21
Concourse Financial Group Securities
Alabama
$14.5K +$4.61K +100 +50%
CAS
22
Coppell Advisory Solutions
Texas
$12.9K +$12.3K +267 New
BWP
23
Baldwin Wealth Partners
Massachusetts
$11.3K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$6.08K
AF
25
Allworth Financial
California
$5.92K

VEGN Hedge Fund Activity: Q2 2024 in Review

27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q2 2024, worth a combined $9.09M — up 12% from $8.13M a quarter earlier.

Fund positioning in VEGN was balanced in Q2 2024: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 3 trimmed.

The largest buyer was Kingswood Wealth Advisors, opening a new position worth an estimated $764K. The largest seller was Osaic Holdings, cutting an estimated $697K.

  • 27 institutional investors held US Vegan Climate ETF (VEGN) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $9.09M of US Vegan Climate ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 4 funds opened new US Vegan Climate ETF positions in Q2 2024 and 4 closed out, a net change of 0 holders.
  • The largest US Vegan Climate ETF buyer in Q2 2024 was Kingswood Wealth Advisors, an estimated $764K added.
  • The largest US Vegan Climate ETF seller in Q2 2024 was Osaic Holdings, an estimated $697K sold.

Based on aggregated 13F filings for Q2 2024.