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US Vegan Climate ETF

28 hedge funds and large institutions have $9.53M invested in US Vegan Climate ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

4% more funds holding

Funds holding: 2728 (+1)

5% more capital invested

Capital invested by funds: $9.09M → $9.53M (+$441K)

0.38% less ownership

Funds ownership: 9.16%8.79% (-0.38%)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$2.69M +$201K +4,083 +8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.86M -$642K -13,037 -27%
KWA
3
Kingswood Wealth Advisors
California
$1.05M +$185K +3,750 +23%
Wolverine Trading
4
Wolverine Trading
Illinois
$1M +$295K +5,987 +45%
AFG
5
Allegheny Financial Group
Pennsylvania
$733K -$9.06K -184 -1%
CB
6
Cadence Bank
Mississippi
$372K -$38.6K -783 -10%
PI
7
PFG Investments
New York
$367K +$18.7K +380 +6%
Mariner
8
Mariner
Kansas
$283K +$19.7K +400 +8%
Morgan Stanley
9
Morgan Stanley
New York
$242K +$29.6K +601 +15%
RWA
10
Redmont Wealth Advisors
Illinois
$221K
Bank of America
11
Bank of America
North Carolina
$159K
GC
12
Garde Capital
Washington
$131K
TWC
13
TD Waterhouse Canada
Ontario, Canada
$93.4K -$4.48K -91 -5%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$77.5K
SWA
15
SOA Wealth Advisors
New York
$51.6K
DFA
16
DHJJ Financial Advisors
Illinois
$36.9K
FCT
17
First Community Trust
Iowa
$30.7K
Osaic Holdings
18
Osaic Holdings
Arizona
$29.7K +$197 +4 +0.7%
CAL
19
Capital Analysts LLC
Pennsylvania
$23K
CFGS
20
Concourse Financial Group Securities
Alabama
$15.5K
CAS
21
Coppell Advisory Solutions
Texas
$13.8K
FFA
22
Farther Finance Advisors
California
$12.6K +$12K +244 New
BWP
23
Baldwin Wealth Partners
Massachusetts
$12.1K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$8.67K +$8.27K +168 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$6.44K

VEGN Hedge Fund Activity: Q3 2024 in Review

28 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q3 2024, worth a combined $9.53M — up 4.9% from $9.09M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new VEGN positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $295K. The largest seller was Royal Bank of Canada, cutting an estimated $642K.

  • 28 institutional investors held US Vegan Climate ETF (VEGN) as of Q3 2024, up from 27 in Q2 2024.
  • Funds reported $9.53M of US Vegan Climate ETF stock for Q3 2024, up 4.9% quarter-over-quarter.
  • 2 funds opened new US Vegan Climate ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
  • The largest US Vegan Climate ETF buyer in Q3 2024 was Wolverine Trading, an estimated $295K added.
  • The largest US Vegan Climate ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $642K sold.

Based on aggregated 13F filings for Q3 2024.