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Vanguard Consumer Staples ETF

144 hedge funds and large institutions have $847M invested in Vanguard Consumer Staples ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

2% more funds holding

Funds holding: 141144 (+3)

2.77% less ownership

Funds ownership: 37.33%34.57% (-2.8%)

7% less capital invested

Capital invested by funds: $909M → $847M (-$62M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less call options, than puts

Call options by funds: $686K | Put options by funds: $1.14M

Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
17
Increased
54
Reduced
33
Closed
12
Calls
$686K
Puts
$1.14M
Net Calls
-$457K
Net Calls Change
+$645K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$211M -$10.6M -83,469 -5%
MAA
2
Managed Account Advisors
New Jersey
$202M +$64.7M +511,269 +47%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$81.7M +$18.1M +143,279 +29%
Morgan Stanley
4
Morgan Stanley
New York
$38.3M +$199K +1,569 +0.5%
Wells Fargo
5
Wells Fargo
California
$30.1M +$8.34M +65,941 +39%
UBS Group
6
UBS Group
Switzerland
$20.1M +$4.62M +36,532 +30%
NEIRG
7
New England Investment & Retirement Group
Massachusetts
$18.6M -$513K -4,054 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17.9M -$1.04M -8,249 -6%
LPL Financial
9
LPL Financial
California
$14.8M +$1.52M +12,039 +12%
SG Americas Securities
10
SG Americas Securities
New York
$14.1M +$6.14M +48,500 +77%
Citigroup
11
Citigroup
New York
$14.1M +$8.98K +71 +0.1%
FMLI
12
Fukoku Mutual Life Insurance
Japan
$11.8M +$4.81M +38,000 +70%
DADC
13
D.A. Davidson & Co
Montana
$9.43M +$199K +1,575 +2%
RW
14
Rand Wealth
Maryland
$8.52M +$261K +2,061 +3%
CI
15
Clal Insurance
Israel
$7.15M
AIG
16
American International Group
New York
$6.81M +$4.21M +33,268 +163%
B
17
Bailard
California
$6.55M +$55.7K +440 +0.9%
QA
18
Quantitative Advantage
Minnesota
$6.42M -$121K -959 -2%
RJA
19
Raymond James & Associates
Florida
$6.4M +$1.29M +10,186 +25%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$6.08M +$145K +1,149 +2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$5.73M -$122K -961 -2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$5.16M +$1.38M +10,931 +37%
EC
23
Estate Counselors
Wisconsin
$4.81M -$5.57M -44,000 -54%
ASN
24
Advisory Services Network
Georgia
$4.74M -$123K -976 -3%
MPM
25
Meritage Portfolio Management
Kansas
$4.16M -$4.22M -33,315 -50%

VDC Hedge Fund Activity: Q1 2015 in Review

144 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2015, worth a combined $847M — down 6.8% from $909M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VDC positions and 12 closed out — a net gain of 5 holders — while 54 added to existing stakes and 33 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $64.7M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $157M sold.

  • 144 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2015, up from 141 in Q4 2014.
  • Funds reported $847M of Vanguard Consumer Staples ETF stock for Q1 2015, down 6.8% quarter-over-quarter.
  • 17 funds opened new Vanguard Consumer Staples ETF positions in Q1 2015 and 12 closed out, a net change of +5 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2015 was Managed Account Advisors, an estimated $64.7M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2015 was 1832 Asset Management, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2015.