Vanguard Consumer Discretionary ETF
351 hedge funds and large institutions have $2B invested in Vanguard Consumer Discretionary ETF in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 109 increasing their positions, 101 reducing their positions, and 23 closing their positions.
180% more call options, than puts
Call options by funds: $4.41M | Put options by funds: $1.57M
165% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 23
46% more funds holding in top 10
Funds holding in top 10: 13 → 19 (+6)
19% more capital invested
Capital invested by funds: $1.68B → $2B (+$320M)
10% more funds holding
Funds holding: 319 → 351 (+32)
8% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 101
2.53% less ownership
Funds ownership: 44.64% → 42.11% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$15.8M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
+$9.15M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.59M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$7.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$75.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$7.85M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$7.47M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.16M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$6.09M |
VCR Hedge Fund Activity: Q4 2020 in Review
351 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q4 2020, worth a combined $2B — up 19% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new VCR positions and 23 closed out — a net gain of 38 holders — while 109 added to existing stakes and 101 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $15.8M. The largest seller was Charles Schwab, exiting entirely with an estimated $75.6M sold.
- 351 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q4 2020, up from 319 in Q3 2020.
- Funds reported $2B of Vanguard Consumer Discretionary ETF stock for Q4 2020, up 19% quarter-over-quarter.
- 61 funds opened new Vanguard Consumer Discretionary ETF positions in Q4 2020 and 23 closed out, a net change of +38 holders.
- The largest Vanguard Consumer Discretionary ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $15.8M added.
- The largest Vanguard Consumer Discretionary ETF seller in Q4 2020 was Charles Schwab, an estimated $75.6M sold.
Based on aggregated 13F filings for Q4 2020.