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Vanguard Consumer Discretionary ETF

191 hedge funds and large institutions have $892M invested in Vanguard Consumer Discretionary ETF in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more call options, than puts

Call options by funds: $874K | Put options by funds: $76K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

1% more funds holding

Funds holding: 189191 (+2)

1.42% less ownership

Funds ownership: 41.67%40.25% (-1.4%)

5% less capital invested

Capital invested by funds: $939M → $892M (-$47.1M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 76

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
4.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
18
Increased
57
Reduced
76
Closed
14
Calls
$874K
Puts
$76K
Net Calls
+$798K
Net Calls Change
+$386K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
126
Voya Financial Advisors
Connecticut
$254K +$253K +1,779 New
PCM
127
Parsons Capital Management
Rhode Island
$251K
SCG
128
Sonata Capital Group
Washington
$244K
HFS
129
HL Financial Services
Kentucky
$239K +$237K +1,667 New
PFM
130
Peak Financial Management
Massachusetts
$230K -$30.4K -214 -12%
CCM
131
Covington Capital Management
California
$230K +$229K +1,607 New
CFB
132
Cullen/Frost Bankers
Texas
$229K
BFA
133
Bragg Financial Advisors
North Carolina
$222K +$142 +1 +0.1%
FCFC
134
First Commonwealth Financial Corp
Pennsylvania
$215K
CG
135
Caprock Group
Idaho
$214K +$427 +3 +0.2%
WAM
136
Weatherly Asset Management
California
$213K
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$212K -$5.22M -36,690 -96%
KWM
138
Kingsview Wealth Management
Oregon
$209K -$2.73M -19,154 -93%
CAM
139
Concorde Asset Management
Michigan
$204K +$202K +1,422 New
RMAM
140
Raab & Moskowitz Asset Management
New Jersey
$203K -$11.5K -81 -5%
WPC
141
Waters Parkerson & Co
Louisiana
$202K +$200K +1,408 New
LWCFA
142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K
JIC
143
Joel Isaacson & Co
New York
$201K +$199K +1,400 New
EWM
144
Endurance Wealth Management
Rhode Island
$194K
HNB
145
Huntington National Bank
Ohio
$189K
RWA
146
Ropes Wealth Advisors
Massachusetts
$181K
PVH
147
Psagot Value Holdings
Israel
$166K
AIM
148
Acropolis Investment Management
Missouri
$148K -$9.96K -70 -6%
CFA
149
Carroll Financial Associates
North Carolina
$129K
ADL
150
Asset Dedication LLC
California
$118K