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Vanguard Energy ETF

409 hedge funds and large institutions have $1.88B invested in Vanguard Energy ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 147 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $9.1M

27% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 116

3% more ownership

Funds ownership: 33.46%36.46% (+3%)

2% more capital invested

Capital invested by funds: $1.85B → $1.88B (+$30.2M)

4% less funds holding

Funds holding: 425409 (-16)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

29% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 35

Holders
409
Holders Change
-16
Holders Change %
-3.76%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.18%
New
25
Increased
147
Reduced
116
Closed
35
Calls
$21.7M
Puts
$9.1M
Net Calls
+$12.6M
Net Calls Change
+$222K
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$348K -$5.78M -82,898 -95%
BDF
227
Black Diamond Financial
Maryland
$344K
DI
228
Disciplined Investments
Oklahoma
$336K -$3.7K -53 -1%
SWA
229
Stratos Wealth Advisors
Ohio
$336K
MWM
230
Mission Wealth Management
California
$335K -$92K -1,319 -23%
LFF
231
Level Four Financial
Texas
$333K +$2.65K +38 +0.9%
BWM
232
Birchcreek Wealth Management
Ohio
$324K -$5.37K -77 -2%
MGIA
233
Moneta Group Investment Advisors
Missouri
$322K -$349 -5 -0.1%
FIA
234
Foundations Investment Advisors
Arizona
$316K +$7.11K +102 +3%
RMAM
235
Raab & Moskowitz Asset Management
New Jersey
$314K
CPO
236
Cerity Partners OCIO
New York
$312K +$22.9K +328 +8%
HWA
237
Heartwood Wealth Advisors
Virginia
$307K +$10.5K +150 +4%
PPA
238
Parametric Portfolio Associates
Washington
$306K -$27.5K -394 -9%
AWA
239
Arkadios Wealth Advisors
Georgia
$306K +$8.72K +125 +3%
PP
240
PDS Planning
Ohio
$303K
NHC
241
Nicholas Hoffman & Company
Georgia
$299K +$5.02K +72 +2%
LAI
242
Legal Advantage Investments
California
$296K
BW
243
Bison Wealth
Georgia
$295K
IRAG
244
Investment Research & Advisory Group
Georgia
$295K
EFS
245
Essex Financial Services
Connecticut
$287K +$8.72K +125 +3%
LWAC
246
Laurel Wealth Advisors (California)
California
$285K -$24.3K -349 -8%
PGFC
247
Peapack-Gladstone Financial Corp
New Jersey
$284K -$7.74K -111 -3%
BWP
248
BSW Wealth Partners
Colorado
$284K
AAM
249
Autus Asset Management
Arizona
$284K +$47.8K +685 +22%
ACA
250
Aptus Capital Advisors
Alabama
$283K -$6.76K -97 -2%