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Vanguard Energy ETF

334 hedge funds and large institutions have $1.51B invested in Vanguard Energy ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $4.55M

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

17% more capital invested

Capital invested by funds: $1.29B → $1.51B (+$219M)

3% more funds holding

Funds holding: 323334 (+11)

3.15% more ownership

Funds ownership: 32.97%36.12% (+3.2%)

4% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 101

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
7.65%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
41
Increased
97
Reduced
101
Closed
27
Calls
$9.32M
Puts
$4.55M
Net Calls
+$4.76M
Net Calls Change
+$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
251
TrustCore Financial Services
Tennessee
$62K
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$59K +$43.9K +429 +327%
CCM
253
Covington Capital Management
California
$53K
WB
254
Webster Bank
Connecticut
$53K
SIS
255
Sound Income Strategies
Florida
$53K +$46.5K +454 +825%
CWA
256
Clarus Wealth Advisors
Arizona
$52K +$58.1K +568 New
BFEC
257
Benjamin F. Edwards & Company
Missouri
$48K
RFWA
258
RPg Family Wealth Advisory
Massachusetts
$45.1K +$14K +137 +47%
RCAG
259
Rehmann Capital Advisory Group
Michigan
$43K +$11.3K +110 +37%
FFW
260
Fusion Family Wealth
New York
$43K
APSP
261
Asset Planning Services (Pennsylvania)
Pennsylvania
$41K
HT
262
Heritage Trust
Oklahoma
$40K -$19.2K -188 -33%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$40K -$18.1K -177 -32%
SSB
264
Sandy Spring Bank
Maryland
$40K
CC
265
Claybrook Capital
Massachusetts
$37K
NWM
266
Northwest Wealth Management
Iowa
$36K
BWM
267
Baystate Wealth Management
Massachusetts
$36K +$205 +2 +0.6%
CAC
268
Certified Advisory Corp
Florida
$35K +$29.9K +292 +789%
AWA
269
Acorn Wealth Advisors
Michigan
$33K
GI
270
Gradient Investments
Minnesota
$33K +$31.8K +311 New
ACS
271
Archford Capital Strategies
Illinois
$32K -$2.46K -24 -7%
PCP
272
Proficio Capital Partners
Massachusetts
$32K
RFA
273
Reilly Financial Advisors
California
$29K
GEA
274
Glen Eagle Advisors
New Jersey
$27.7K
ML
275
McAdam LLC
Pennsylvania
$27K