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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
LIM
251
Leavell Investment Management
Alabama
$281K +$262K +3,750 New
IWA
252
IVC Wealth Advisors
Pennsylvania
$280K +$12.2K +175 +5%
MIAS
253
Mason Investment Advisory Services
Virginia
$279K -$3.28K -47 -1%
GIA
254
Guyasuta Investment Advisors
Pennsylvania
$276K
RM
255
Resource Management
Louisiana
$268K -$93.5K -1,340 -27%
BCM
256
Blume Capital Management
California
$268K
IP
257
Intellectus Partners
California
$263K
CBFP
258
Cedar Brook Financial Partners
Ohio
$263K +$51.6K +740 +26%
CI
259
Ceera Investments
Texas
$262K
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260K
MAM
261
Marotta Asset Management
Virginia
$259K
AWA
262
Arete Wealth Advisors
Illinois
$258K -$767 -11 -0.3%
NRI
263
NFP Retirement Inc
California
$258K -$144K -2,071 -37%
FPCP
264
Fort Point Capital Partners
California
$256K -$28K -401 -10%
JCM
265
Jacobi Capital Management
Pennsylvania
$256K -$21K -301 -8%
HNB
266
Huntington National Bank
Ohio
$253K
ATPW
267
Ashton Thomas Private Wealth
Arizona
$251K
CCG
268
Chatham Capital Group
Georgia
$251K
B
269
Bridgeworth
Alabama
$248K
EWA
270
Evolution Wealth Advisors
Florida
$245K -$1.45M -20,790 -86%
RWA
271
Roberts Wealth Advisors
California
$245K +$231K +3,311 New
MCM
272
Manchester Capital Management
Vermont
$244K
SPIA
273
Steward Partners Investment Advisory
New York
$244K
TPCW
274
TD Private Client Wealth
New York
$243K +$21.6K +310 +10%
ICG
275
InterOcean Capital Group
Tennessee
$233K +$220K +3,156 New