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Vanguard Materials ETF

105 hedge funds and large institutions have $591M invested in Vanguard Materials ETF in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $497M → $591M (+$94.8M)

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

18% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $1.34M

7.68% more ownership

Funds ownership: 38.81%46.5% (+7.7%)

6% more funds holding

Funds holding: 99105 (+6)

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
17
Increased
38
Reduced
32
Closed
10
Calls
$1.59M
Puts
$1.34M
Net Calls
+$243K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$165M +$67.7M +604,769 +68%
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$105M +$15M +134,300 +16%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$49.1M +$9.52M +85,078 +24%
MAA
4
Managed Account Advisors
New Jersey
$40.5M +$15M +133,804 +57%
VA
5
Valmark Advisers
Ohio
$27M +$336K +3,001 +1%
Morgan Stanley
6
Morgan Stanley
New York
$22.2M +$2.35M +21,015 +12%
Wells Fargo
7
Wells Fargo
California
$14.7M -$2.63M -23,473 -15%
Brown Advisory
8
Brown Advisory
Maryland
$11.6M +$57.1K +510 +0.5%
DY
9
Dowling & Yahnke
California
$11.5M +$184K +1,642 +2%
LPL Financial
10
LPL Financial
California
$10.4M +$65.8K +588 +0.6%
TRCT
11
Tower Research Capital (TRC)
New York
$9.71M +$8.3M +74,197 +533%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$8.47M +$2.27M +20,321 +36%
FPIS
13
Financial Planning & Information Services
Wisconsin
$7.87M -$76.2K -681 -0.9%
AA
14
Ancora Advisors
Ohio
$7.82M
U
15
UBS
Switzerland
$7.57M -$4.59M -41,040 -37%
QA
16
Quantitative Advantage
Minnesota
$6.37M -$46.7K -417 -0.7%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$5.99M +$3.91M +34,931 +179%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.67M +$248K +2,216 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.29M -$8.62K -77 -0.2%
AHS
20
Aspiriant Holdings S3
California
$4.23M +$21K +188 +0.5%
FMLI
21
Fukoku Mutual Life Insurance
Japan
$3.89M +$3.95M +35,300 New
RW
22
Rand Wealth
Maryland
$3.23M -$67.5K -603 -2%
CS
23
Credit Suisse
Switzerland
$3.14M -$2.51M -22,462 -44%
PCM
24
Parsons Capital Management
Rhode Island
$2.89M +$84K +751 +3%
KCM
25
Kanawha Capital Management
Virginia
$2.84M +$90.1K +805 +3%

VAW Hedge Fund Activity: Q3 2014 in Review

105 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Materials ETF (VAW) for Q3 2014, worth a combined $591M — up 19% from $497M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VAW positions and 10 closed out — a net gain of 7 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $67.7M. The largest seller was UBS, cutting an estimated $4.59M.

  • 105 institutional investors held Vanguard Materials ETF (VAW) as of Q3 2014, up from 99 in Q2 2014.
  • Funds reported $591M of Vanguard Materials ETF stock for Q3 2014, up 19% quarter-over-quarter.
  • 17 funds opened new Vanguard Materials ETF positions in Q3 2014 and 10 closed out, a net change of +7 holders.
  • The largest Vanguard Materials ETF buyer in Q3 2014 was Bank of America, an estimated $67.7M added.
  • The largest Vanguard Materials ETF seller in Q3 2014 was UBS, an estimated $4.59M sold.

Based on aggregated 13F filings for Q3 2014.