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US Vegan Climate ETF
VEGN

Overview Fund Activity

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
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
–

Top Buyers

1
KWA
1
Kingswood Wealth Advisors
California
$802K
2
AFG
2
Allegheny Financial Group
Pennsylvania
$695K
3
Wolverine Trading
3
Wolverine Trading
Illinois
$650K
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$74.7K
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$93.1K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$27.6K
2
PAA
2
Peregrine Asset Advisers
Oregon
$0
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$2.32M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
CB
5
Cadence Bank
Mississippi
$387K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.37M +$9.38K +194 +0.4%
Wealthfront Advisers
2
Wealthfront Advisers
California
$2.32M -$97.4K -2,014 -4%
KWA
3
Kingswood Wealth Advisors
California
$802K +$802K +16,579 New
AFG
4
Allegheny Financial Group
Pennsylvania
$695K +$695K +14,368 New
Wolverine Trading
5
Wolverine Trading
Illinois
$650K +$299K +6,180 +85%
CB
6
Cadence Bank
Mississippi
$387K -$11.6K -240 -3%
PI
7
PFG Investments
New York
$326K +$31.4K +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 +$48.4K +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 +$57.3K +1,184 +160%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$74.7K +$74.7K +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 -$732K -15,131 -96%
CAL
20
Capital Analysts LLC
Pennsylvania
$21K – – –
CFGS
21
Concourse Financial Group Securities
Alabama
$14.5K +$4.84K +100 +50%
CAS
22
Coppell Advisory Solutions
Texas
$12.9K +$12.9K +267 New
BWP
23
Baldwin Wealth Partners
Massachusetts
$11.3K – – –
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$6.09K – – –
AF
25
Allworth Financial
California
$5.92K – – –
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