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US Vegan Climate ETF

32 hedge funds and large institutions have $10.7M invested in US Vegan Climate ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

14% more funds holding

Funds holding: 2832 (+4)

12% more capital invested

Capital invested by funds: $9.53M → $10.7M (+$1.18M)

1.03% more ownership

Funds ownership: 8.79%9.81% (+1%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$3.02M +$218K +4,061 +8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.76M -$167K -3,126 -9%
KWA
3
Kingswood Wealth Advisors
California
$1.1M +$12.1K +225 +1%
NI
4
Natural Investments
California
$825K +$823K +15,355 New
AFG
5
Allegheny Financial Group
Pennsylvania
$764K +$1.66K +31 +0.2%
JAA
6
Joel Adams & Associates
North Carolina
$602K +$600K +11,203 New
CB
7
Cadence Bank
Mississippi
$385K -$2.68K -50 -0.7%
PI
8
PFG Investments
New York
$382K -$161 -3 -0%
Mariner
9
Mariner
Kansas
$295K
BPA
10
Beacon Pointe Advisors
California
$245K +$244K +4,550 New
Morgan Stanley
11
Morgan Stanley
New York
$240K -$11.6K -216 -5%
RWA
12
Redmont Wealth Advisors
Illinois
$230K
GC
13
Garde Capital
Washington
$136K
Bank of America
14
Bank of America
North Carolina
$131K -$34.8K -650 -21%
UBS Group
15
UBS Group
Switzerland
$123K +$123K +2,291 +229,100%
TWC
16
TD Waterhouse Canada
Ontario, Canada
$98.5K
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$81K
SWA
18
SOA Wealth Advisors
New York
$53.8K
DFA
19
DHJJ Financial Advisors
Illinois
$38.4K
FCT
20
First Community Trust
Iowa
$32K
FWA
21
Flagship Wealth Advisors
Massachusetts
$30.8K +$30.7K +573 New
CAL
22
Capital Analysts LLC
Pennsylvania
$24K
RPA
23
Redwood Park Advisors
California
$22.3K +$22.2K +415 New
Osaic Holdings
24
Osaic Holdings
Arizona
$17K -$13.9K -260 -45%
CFGS
25
Concourse Financial Group Securities
Alabama
$16.7K

VEGN Hedge Fund Activity: Q4 2024 in Review

32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q4 2024, worth a combined $10.7M — up 12% from $9.53M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VEGN positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $244K. The largest seller was Wolverine Trading, exiting entirely with an estimated $1M sold.

  • 32 institutional investors held US Vegan Climate ETF (VEGN) as of Q4 2024, up from 28 in Q3 2024.
  • Funds reported $10.7M of US Vegan Climate ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 6 funds opened new US Vegan Climate ETF positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest US Vegan Climate ETF buyer in Q4 2024 was Beacon Pointe Advisors, an estimated $244K added.
  • The largest US Vegan Climate ETF seller in Q4 2024 was Wolverine Trading, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2024.