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Vanguard Materials ETF

99 hedge funds and large institutions have $497M invested in Vanguard Materials ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $436K

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

11% more capital invested

Capital invested by funds: $446M → $497M (+$50.8M)

2% more funds holding

Funds holding: 9799 (+2)

0.31% more ownership

Funds ownership: 38.5%38.81% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
36
Reduced
31
Closed
10
Calls
$1.79M
Puts
$436K
Net Calls
+$1.35M
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$99.9M +$5.1M +47,267 +6%
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$92M -$22.1M -205,120 -20%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$40.3M +$8.62M +79,854 +28%
VA
4
Valmark Advisers
Ohio
$27.1M +$600K +5,555 +2%
MAA
5
Managed Account Advisors
New Jersey
$26.1M +$10.2M +94,468 +68%
Morgan Stanley
6
Morgan Stanley
New York
$20.2M +$5.04M +46,635 +35%
Wells Fargo
7
Wells Fargo
California
$17.6M +$3.73M +34,588 +28%
U
8
UBS
Switzerland
$12.3M -$41K -380 -0.3%
Brown Advisory
9
Brown Advisory
Maryland
$11.7M +$6.82M +63,150 +153%
DY
10
Dowling & Yahnke
California
$11.5M +$304K +2,817 +3%
LPL Financial
11
LPL Financial
California
$10.7M +$997K +9,230 +11%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.94M +$295K +2,733 +3%
FPIS
13
Financial Planning & Information Services
Wisconsin
$8.06M -$233K -2,161 -3%
AA
14
Ancora Advisors
Ohio
$7.93M
QA
15
Quantitative Advantage
Minnesota
$6.51M +$29.5K +273 +0.5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$6.32M -$581K -5,381 -9%
CS
17
Credit Suisse
Switzerland
$5.69M +$5.5M +50,947 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.5M -$1.58M -14,603 -23%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.37M +$2.84M +26,294 +121%
AHS
20
Aspiriant Holdings S3
California
$4.27M -$207K -1,915 -5%
AIP
21
Ameritas Investment Partners
Nebraska
$3.75M -$5.02M -46,500 -58%
DBT
22
Dubuque Bank & Trust
Iowa
$3.58M +$3.46M +32,015 New
RW
23
Rand Wealth
Maryland
$3.35M +$7.13K +66 +0.2%
VKH
24
Virtu KCG Holdings
New York
$2.9M +$2.8M +25,927 New
PCM
25
Parsons Capital Management
Rhode Island
$2.85M +$24.7K +229 +0.9%

VAW Hedge Fund Activity: Q2 2014 in Review

99 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Materials ETF (VAW) for Q2 2014, worth a combined $497M — up 11% from $446M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VAW positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 31 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $10.2M. The largest seller was 1832 Asset Management, cutting an estimated $22.1M.

  • 99 institutional investors held Vanguard Materials ETF (VAW) as of Q2 2014, up from 97 in Q1 2014.
  • Funds reported $497M of Vanguard Materials ETF stock for Q2 2014, up 11% quarter-over-quarter.
  • 13 funds opened new Vanguard Materials ETF positions in Q2 2014 and 10 closed out, a net change of +3 holders.
  • The largest Vanguard Materials ETF buyer in Q2 2014 was Managed Account Advisors, an estimated $10.2M added.
  • The largest Vanguard Materials ETF seller in Q2 2014 was 1832 Asset Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2014.