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Vanguard Materials ETF

120 hedge funds and large institutions have $464M invested in Vanguard Materials ETF in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,485% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $353K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

20% more capital invested

Capital invested by funds: $386M → $464M (+$78.4M)

3% more funds holding

Funds holding: 116120 (+4)

2.93% more ownership

Funds ownership: 39.24%42.17% (+2.9%)

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
20
Increased
47
Reduced
34
Closed
13
Calls
$5.6M
Puts
$353K
Net Calls
+$5.24M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$232M +$22.2M +247,048 +12%
VA
2
Valmark Advisers
Ohio
$25.3M -$866K -9,651 -4%
UBS Group
3
UBS Group
Switzerland
$19.5M +$10.4M +115,533 +138%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M +$59.9K +667 +0.4%
LPL Financial
5
LPL Financial
California
$14.1M -$1.24M -13,779 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.8M +$6.6M +73,492 +109%
Morgan Stanley
7
Morgan Stanley
New York
$11.7M +$1.97M +21,966 +23%
Goldman Sachs
8
Goldman Sachs
New York
$10.1M +$391K +4,351 +4%
DY
9
Dowling & Yahnke
California
$9.58M +$3.14K +35 +0%
Wells Fargo
10
Wells Fargo
California
$8.27M +$1.14M +12,644 +18%
AA
11
Ancora Advisors
Ohio
$8.03M +$968K +10,787 +15%
FPIS
12
Financial Planning & Information Services
Wisconsin
$7.38M +$130K +1,449 +2%
M&T Bank
13
M&T Bank
New York
$5.39M +$4.93M +54,919 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$4.63M -$427K -4,755 -9%
Ameriprise
15
Ameriprise
Minnesota
$4.28M +$1.82M +20,279 +87%
Brown Advisory
16
Brown Advisory
Maryland
$4.15M -$53.9K -600 -1%
SFM
17
Signature Financial Management
Virginia
$4.12M
SIA
18
Starfire Investment Advisers
Michigan
$4.06M +$299K +3,330 +9%
RBA
19
Richard Bernstein Advisors
New York
$3.97M +$3.63M +40,461 New
BCM
20
Brookstone Capital Management
Illinois
$3.58M +$3.28M +36,495 New
AL
21
Aspiriant LLC
California
$3.13M +$2.86M +31,854 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$3.03M +$2.17M +24,128 +359%
RW
23
Rand Wealth
Maryland
$2.95M +$45.7K +509 +2%
PCM
24
Parsons Capital Management
Rhode Island
$2.49M +$4.58K +51 +0.2%
UFA
25
US Financial Advisors
Massachusetts
$2.45M +$2.16M +24,088 +2,707%

VAW Hedge Fund Activity: Q1 2016 in Review

120 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Materials ETF (VAW) for Q1 2016, worth a combined $464M — up 20% from $386M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VAW positions and 13 closed out — a net gain of 7 holders — while 47 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $22.2M. The largest seller was Fukoku Mutual Life Insurance, exiting entirely with an estimated $5.77M sold.

  • 120 institutional investors held Vanguard Materials ETF (VAW) as of Q1 2016, up from 116 in Q4 2015.
  • Funds reported $464M of Vanguard Materials ETF stock for Q1 2016, up 20% quarter-over-quarter.
  • 20 funds opened new Vanguard Materials ETF positions in Q1 2016 and 13 closed out, a net change of +7 holders.
  • The largest Vanguard Materials ETF buyer in Q1 2016 was Bank of America, an estimated $22.2M added.
  • The largest Vanguard Materials ETF seller in Q1 2016 was Fukoku Mutual Life Insurance, an estimated $5.77M sold.

Based on aggregated 13F filings for Q1 2016.