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Vanguard Consumer Staples ETF

209 hedge funds and large institutions have $1.11B invested in Vanguard Consumer Staples ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $761K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.02B → $1.11B (+$89.4M)

7% more funds holding

Funds holding: 196209 (+13)

0.25% more ownership

Funds ownership: 30.68%30.93% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 67

Holders
209
Holders Change
+13
Holders Change %
+6.63%
% of All Funds
5.2%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
31
Increased
64
Reduced
67
Closed
17
Calls
$2.14M
Puts
$761K
Net Calls
+$1.38M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
ICOA
51
Investment Centers of America
North Dakota
$1.51M -$832 -6 -0.1%
IH
52
IFC Holdings
Florida
$1.48M +$525K +3,785 +57%
CLOS
53
Compagnie Lombard Odier SCmA
Switzerland
$1.39M +$1.37M +9,850 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$1.37M -$289K -2,085 -18%
EDRH
55
Edmond de Rothschild Holding
Switzerland
$1.28M -$2.05M -14,786 -62%
CPO
56
Cerity Partners OCIO
New York
$1.24M -$139 -1 -0%
CS
57
Comerica Securities
Michigan
$1.22M +$52.6K +379 +5%
AA
58
Advisory Alpha
Michigan
$1.19M +$111K +798 +10%
CFD
59
Creative Financial Designs
Indiana
$1.16M -$475K -3,426 -29%
GWM
60
Geneos Wealth Management
Colorado
$1.13M -$49.2K -355 -4%
Creative Planning
61
Creative Planning
Kansas
$1.12M -$151K -1,088 -12%
CS
62
Cannell & Spears
New York
$1.12M +$480K +3,462 +77%
AWM
63
AE Wealth Management
Kansas
$1.08M +$229K +1,649 +27%
UCFA
64
United Capital Financial Advisors
Texas
$1.08M -$14.8K -107 -1%
RJA
65
Raymond James & Associates
Florida
$1.06M -$47.7K -344 -4%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.05M +$191K +1,379 +23%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.04M -$66.8K -482 -6%
NEIRG
68
New England Investment & Retirement Group
Massachusetts
$991K +$69.1K +498 +8%
DY
69
Dowling & Yahnke
California
$990K -$4.16K -30 -0.4%
PAS
70
Park Avenue Securities
New York
$967K +$955K +6,886 New
JIC
71
Johnson Investment Counsel
Ohio
$937K +$17.3K +125 +2%
FAAS
72
First Allied Advisory Services
California
$903K -$546K -3,937 -38%
RMAM
73
Raab & Moskowitz Asset Management
New Jersey
$881K -$11.1K -80 -1%
FI
74
FormulaFolio Investments
Michigan
$871K +$277 +2 +0%
IA
75
IFP Advisors
Florida
$858K +$276K +1,988 +48%

VDC Hedge Fund Activity: Q1 2017 in Review

209 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2017, worth a combined $1.11B — up 8.8% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VDC positions and 17 closed out — a net gain of 14 holders — while 64 added to existing stakes and 67 trimmed.

The largest buyer was AMP Capital Investors, opening a new position worth an estimated $32.9M. The largest seller was Ogorek Anthony Joseph, exiting entirely with an estimated $13M sold.

  • 209 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2017, up from 196 in Q4 2016.
  • Funds reported $1.11B of Vanguard Consumer Staples ETF stock for Q1 2017, up 8.8% quarter-over-quarter.
  • 31 funds opened new Vanguard Consumer Staples ETF positions in Q1 2017 and 17 closed out, a net change of +14 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2017 was AMP Capital Investors, an estimated $32.9M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2017 was Ogorek Anthony Joseph, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2017.