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Vanguard Materials ETF

116 hedge funds and large institutions have $386M invested in Vanguard Materials ETF in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $584K | Put options by funds: $267K

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $345M → $386M (+$40.4M)

8% more funds holding

Funds holding: 107116 (+9)

0.69% more ownership

Funds ownership: 38.55%39.24% (+0.69%)

29% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 42

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
30
Reduced
42
Closed
13
Calls
$584K
Puts
$267K
Net Calls
+$317K
Net Calls Change
+$806K
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
51
Beacon Capital Management Inc (Ohio)
Ohio
$429K +$290K +3,006 +194%
NPC
52
National Planning Corporation
California
$419K +$5.6K +58 +1%
CAS
53
Cue Advisory Services
Arizona
$389K -$3.38K -35 -0.8%
FAB
54
First American Bank
Illinois
$367K +$376K +3,900 New
HighTower Advisors
55
HighTower Advisors
Illinois
$360K -$2.8K -29 -0.8%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$353K -$74.8K -775 -17%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$349K +$357K +3,700 New
Creative Planning
58
Creative Planning
Kansas
$335K -$38.6K -400 -10%
BFA
59
Bragg Financial Advisors
North Carolina
$334K +$11.6K +120 +4%
AA
60
Advisory Alpha
Michigan
$317K +$206K +2,131 +173%
TRCT
61
Tower Research Capital (TRC)
New York
$305K +$313K +3,238 New
CWM
62
Concert Wealth Management
California
$281K -$143K -1,481 -33%
FBNAT
63
FirstMerit Bank N.A. Trustee
Ohio
$274K -$18.8K -195 -6%
BF
64
BOK Financial
Oklahoma
$268K -$141K -1,463 -34%
PCA
65
Personal Capital Advisors
California
$262K +$269K +2,784 New
Stifel Financial
66
Stifel Financial
Missouri
$224K +$229K +2,373 New
MFS
67
MSI Financial Services
Massachusetts
$223K +$178K +1,849 +360%
FAAS
68
First Allied Advisory Services
California
$220K -$358K -3,709 -61%
PAG
69
Private Advisor Group
New Jersey
$219K +$193 +2 +0.1%
IFWM
70
Institute for Wealth Management
Colorado
$201K +$205K +2,129 New
PFS
71
Physicians Financial Services
North Carolina
$198K +$203K +2,100 New
WTB
72
Washington Trust Bank
Washington
$157K
AIG
73
American International Group
New York
$146K -$5.41K -56 -4%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$145K +$10K +104 +7%
CCS
75
Crosspoint Capital Strategies
California
$129K +$116K +1,198 New

VAW Hedge Fund Activity: Q4 2015 in Review

116 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Materials ETF (VAW) for Q4 2015, worth a combined $386M — up 12% from $345M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VAW positions and 13 closed out — a net gain of 11 holders — while 30 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $12.9M. The largest seller was Spruce Investment Advisors, cutting an estimated $10.1M.

  • 116 institutional investors held Vanguard Materials ETF (VAW) as of Q4 2015, up from 107 in Q3 2015.
  • Funds reported $386M of Vanguard Materials ETF stock for Q4 2015, up 12% quarter-over-quarter.
  • 24 funds opened new Vanguard Materials ETF positions in Q4 2015 and 13 closed out, a net change of +11 holders.
  • The largest Vanguard Materials ETF buyer in Q4 2015 was Bank of America, an estimated $12.9M added.
  • The largest Vanguard Materials ETF seller in Q4 2015 was Spruce Investment Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2015.