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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
CMBA
301
C.M. Bidwell & Associates
Hawaii
$11K
CCM
302
Cribstone Capital Management
Maine
$11K
PCG
303
Private Capital Group
Connecticut
$11K
EWM
304
Elmwood Wealth Management
California
$10.5K
AIP
305
Ameritas Investment Partners
Nebraska
$10K
CWM
306
Cranbrook Wealth Management
Michigan
$9K
TDC
307
Thompson Davis & Co
Virginia
$8K
CG
308
Cutler Group
California
$8K +$7.88K +77 New
MBT
309
Monroe Bank & Trust
Michigan
$7K -$1.13K -11 -13%
AIS
310
Accurate Investment Solutions
Pennsylvania
$7K +$1.43K +14 +28%
HI
311
Hudock Inc
Pennsylvania
$6K
ME
312
McIlrath & Eck
Washington
$6K
PFBT
313
Parkside Financial Bank & Trust
Missouri
$6K
AA
314
AlphaMark Advisors
Kentucky
$5K
CB
315
Community Bank
New York
$5K
JFA
316
JNBA Financial Advisors
Minnesota
$5K
SFM
317
Signet Financial Management
New Jersey
$5K
LYV
318
Live Your Vision
Pennsylvania
$5K +$4.91K +48 New
CFC
319
Coyle Financial Counsel
Illinois
$4K +$3.58K +35 New
BCA
320
Bay Colony Advisors
Massachusetts
$4K +$3.99K +39 New
AWM
321
Avior Wealth Management
Nebraska
$3K
RFC
322
Regions Financial Corp
Alabama
$3K
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$3K +$819 +8 +40%
AssetMark Inc
324
AssetMark Inc
California
$3K +$2.46K +24 New
FMP
325
Financial Management Professionals
Texas
$2K -$7.16K -70 -78%