Vanguard Energy ETF
316 hedge funds and large institutions have $1.42B invested in Vanguard Energy ETF in 2017 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 97 increasing their positions, 89 reducing their positions, and 25 closing their positions.
194% more call options, than puts
Call options by funds: $9.56M | Put options by funds: $3.25M
192% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 25
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
18% more funds holding
Funds holding: 268 → 316 (+48)
12% more capital invested
Capital invested by funds: $1.27B → $1.42B (+$147M)
2.07% more ownership
Funds ownership: 32.28% → 34.35% (+2.1%)
9% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$29.1M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$21.8M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$13.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.08M |
| 5 |
SIC
Starr International Company
Zug,
Switzerland
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$15.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.04M |
| 3 |
CI
Conning Inc
Hartford,
Connecticut
|
-$5.5M |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
-$4.17M |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$3.46M |
VDE Hedge Fund Activity: Q4 2017 in Review
316 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2017, worth a combined $1.42B — up 12% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new VDE positions and 25 closed out — a net gain of 48 holders — while 97 added to existing stakes and 89 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $29.1M. The largest seller was Creative Planning, cutting an estimated $15.3M.
- 316 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2017, up from 268 in Q3 2017.
- Funds reported $1.42B of Vanguard Energy ETF stock for Q4 2017, up 12% quarter-over-quarter.
- 73 funds opened new Vanguard Energy ETF positions in Q4 2017 and 25 closed out, a net change of +48 holders.
- The largest Vanguard Energy ETF buyer in Q4 2017 was Beacon Capital Management Inc (Ohio), an estimated $29.1M added.
- The largest Vanguard Energy ETF seller in Q4 2017 was Creative Planning, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2017.