Vanguard Consumer Discretionary ETF
144 hedge funds and large institutions have $683M invested in Vanguard Consumer Discretionary ETF in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 14 closing their positions.
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
62% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 34
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more funds holding
Funds holding: 125 → 144 (+19)
7% more capital invested
Capital invested by funds: $636M → $683M (+$47.1M)
1.05% less ownership
Funds ownership: 35.42% → 34.38% (-1%)
47% less call options, than puts
Call options by funds: $1.8M | Put options by funds: $3.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$20.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$17M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$16M |
| 4 |
Morgan Stanley
New York
|
+$14M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aviva
London,
United Kingdom
|
-$49.2M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$18.2M |
| 3 |
SIA
Spruce Investment Advisors
Stamford,
Connecticut
|
-$15.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.6M |
| 5 |
B
Bailard
Foster City,
California
|
-$6.18M |
VCR Hedge Fund Activity: Q4 2015 in Review
144 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q4 2015, worth a combined $683M — up 7.4% from $636M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new VCR positions and 14 closed out — a net gain of 19 holders — while 55 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $20.9M. The largest seller was Aviva, exiting entirely with an estimated $49.2M sold.
- 144 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q4 2015, up from 125 in Q3 2015.
- Funds reported $683M of Vanguard Consumer Discretionary ETF stock for Q4 2015, up 7.4% quarter-over-quarter.
- 33 funds opened new Vanguard Consumer Discretionary ETF positions in Q4 2015 and 14 closed out, a net change of +19 holders.
- The largest Vanguard Consumer Discretionary ETF buyer in Q4 2015 was LPL Financial, an estimated $20.9M added.
- The largest Vanguard Consumer Discretionary ETF seller in Q4 2015 was Aviva, an estimated $49.2M sold.
Based on aggregated 13F filings for Q4 2015.