Vanguard Energy ETF
VDE
346 hedge funds and large institutions have $1.08B invested in Vanguard Energy ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 102 increasing their positions, 89 reducing their positions, and 32 closing their positions.
191% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 32
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
63% more call options, than puts
Call options by funds: $8.59M | Put options by funds: $5.27M
54% more capital invested
Capital invested by funds: $697M → $1.08B (+$379M)
19% more funds holding
Funds holding: 290 → 346 (+56)
15% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 89
2.98% more ownership
Funds ownership: 29.3% → 32.29% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$45.4M |
| 2 |
BO
BRR OpCo
Columbus,
Ohio
|
+$33.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$16.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$16.5M |
| 2 |
JP Morgan Chase
New York
|
-$7.59M |
| 3 |
MAM
Marotta Asset Management
Charlottesville,
Virginia
|
-$5.89M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$3.73M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.03M |
VDE Hedge Fund Activity: Q4 2020 in Review
346 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2020, worth a combined $1.08B — up 54% from $697M a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new VDE positions and 32 closed out — a net gain of 61 holders — while 102 added to existing stakes and 89 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $45.4M. The largest seller was Wealthfront Advisers, cutting an estimated $16.5M.
- 346 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2020, up from 290 in Q3 2020.
- Funds reported $1.08B of Vanguard Energy ETF stock for Q4 2020, up 54% quarter-over-quarter.
- 93 funds opened new Vanguard Energy ETF positions in Q4 2020 and 32 closed out, a net change of +61 holders.
- The largest Vanguard Energy ETF buyer in Q4 2020 was Beacon Capital Management Inc (Ohio), an estimated $45.4M added.
- The largest Vanguard Energy ETF seller in Q4 2020 was Wealthfront Advisers, an estimated $16.5M sold.
Based on aggregated 13F filings for Q4 2020.