Vanguard Energy ETF
337 hedge funds and large institutions have $1.49B invested in Vanguard Energy ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 31 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 102
13% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 31
4% more call options, than puts
Call options by funds: $5.97M | Put options by funds: $5.73M
1% more funds holding
Funds holding: 334 → 337 (+3)
1% less capital invested
Capital invested by funds: $1.51B → $1.49B (-$11.3M)
0.94% less ownership
Funds ownership: 36.12% → 35.18% (-0.94%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$47M |
| 2 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$9.92M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.88M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$4.33M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$49.2M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
-$36.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$26.6M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.5M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$9.11M |
VDE Hedge Fund Activity: Q3 2018 in Review
337 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2018, worth a combined $1.49B — down 0.75% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VDE positions and 31 closed out — a net gain of 4 holders — while 121 added to existing stakes and 102 trimmed.
The largest buyer was Ameriprise, adding an estimated $47M. The largest seller was Cornerstone Wealth Management, cutting an estimated $49.2M.
- 337 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2018, up from 334 in Q2 2018.
- Funds reported $1.49B of Vanguard Energy ETF stock for Q3 2018, down 0.75% quarter-over-quarter.
- 35 funds opened new Vanguard Energy ETF positions in Q3 2018 and 31 closed out, a net change of +4 holders.
- The largest Vanguard Energy ETF buyer in Q3 2018 was Ameriprise, an estimated $47M added.
- The largest Vanguard Energy ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $49.2M sold.
Based on aggregated 13F filings for Q3 2018.