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US Vegan Climate ETF
VEGN

Overview Fund Activity

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
Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.43%
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
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$245K
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$3.02M
3
UBS Group
3
UBS Group
Switzerland
$123K
4
KWA
4
Kingswood Wealth Advisors
California
$1.1M
5
AWM
5
AE Wealth Management
Kansas
$2.69K

Top Sellers

1
Wolverine Trading
1
Wolverine Trading
Illinois
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.76M
3
Bank of America
3
Bank of America
North Carolina
$131K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$17K
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$168K -3,126 -9%
KWA
3
Kingswood Wealth Advisors
California
$1.1M +$12.1K +225 +1%
NI
4
Natural Investments
California
$825K +$825K +15,355 New
AFG
5
Allegheny Financial Group
Pennsylvania
$764K +$1.67K +31 +0.2%
JAA
6
Joel Adams & Associates
North Carolina
$602K +$602K +11,203 New
CB
7
Cadence Bank
Mississippi
$385K -$2.69K -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 +$245K +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 -$34.9K -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 +$30.8K +573 New
CAL
22
Capital Analysts LLC
Pennsylvania
$24K – – –
RPA
23
Redwood Park Advisors
California
$22.3K +$22.3K +415 New
Osaic Holdings
24
Osaic Holdings
Arizona
$17K -$14K -260 -45%
CFGS
25
Concourse Financial Group Securities
Alabama
$16.7K – – –
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