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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
Bank of Montreal
276
Bank of Montreal
Ontario, Canada
$26K -$165K -1,616 -87%
DWA
277
Divergent Wealth Advisors
Utah
$23K
SBL
278
Sargent Bickham Lagudis
Colorado
$22K -$8.19K -80 -28%
FCB
279
First Command Bank
Texas
$22K
FCFS
280
First Command Financial Services
Texas
$22K
PG
281
Patten Group
Tennessee
$22K
WEC
282
Winslow Evans & Crocker
Massachusetts
$22K
FANJ
283
Financial Architects (New Jersey)
New Jersey
$21K
SIAP
284
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K
CTC
285
Central Trust Company
Missouri
$18K -$38.9K -380 -69%
OIA
286
OneDigital Investment Advisors
Kansas
$17K
CIBC Private Wealth Group
287
CIBC Private Wealth Group
Georgia
$16K
GFP
288
Gryphon Financial Partners
Ohio
$15K
KCPG
289
Kavar Capital Partners Group
Kansas
$15K
PA
290
Parallel Advisors
California
$15K
CFA
291
Carroll Financial Associates
North Carolina
$14K
RWP
292
RWA Wealth Partners
Massachusetts
$14K +$13.4K +131 New
CLOS
293
Compagnie Lombard Odier SCmA
Switzerland
$13K +$12.3K +120 New
WF
294
WealthTrust Fairport
Ohio
$13K +$12.7K +124 New
TF
295
Tompkins Financial
New York
$13K +$12.8K +125 New
FGAM
296
Financial Gravity Asset Management
Texas
$12K -$5.73K -56 -33%
MIM
297
Macroview Investment Management
Maryland
$12K
SWM
298
SeaCrest Wealth Management
New York
$12K
MSA
299
Marino Stram & Associates
Massachusetts
$11K -$20.6K -201 -65%
DWM
300
Destination Wealth Management
California
$11K -$9.42K -92 -48%