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Vanguard Energy ETF

409 hedge funds and large institutions have $1.88B invested in Vanguard Energy ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 147 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $9.1M

27% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 116

3% more ownership

Funds ownership: 33.46%36.46% (+3%)

2% more capital invested

Capital invested by funds: $1.85B → $1.88B (+$30.2M)

4% less funds holding

Funds holding: 425409 (-16)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

29% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 35

Holders
409
Holders Change
-16
Holders Change %
-3.76%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.18%
New
25
Increased
147
Reduced
116
Closed
35
Calls
$21.7M
Puts
$9.1M
Net Calls
+$12.6M
Net Calls Change
+$222K
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
351
Joseph P. Lucia & Associates
New York
$24K
AIP
352
Ameritas Investment Partners
Nebraska
$22K -$6.14K -88 -23%
CAGAS
353
Capital Advisory Group Advisory Services
Minnesota
$22K
CPC
354
Consolidated Planning Corp
Georgia
$22K +$20.9K +299 New
TFS
355
TrustCore Financial Services
Tennessee
$21K
HWM
356
HighMark Wealth Management
Minnesota
$18K
MAM
357
Meeder Asset Management
Ohio
$17K
RIM
358
Rockbridge Investment Management
New York
$17K
MIM
359
Macroview Investment Management
Maryland
$17K +$7.39K +106 +85%
GFPC
360
Global Financial Private Client
Florida
$15.3K
FMTCOCP
361
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K
GI
362
Gradient Investments
Minnesota
$15K
IHWM
363
Iron Horse Wealth Management
Iowa
$15K
PFGIA
364
Patriot Financial Group Insurance Agency
Massachusetts
$15K
GKWIM
365
Gerber Kawasaki Wealth & Investment Management
California
$15K +$14.4K +206 New
IF
366
Ironwood Financial
Arizona
$14K
JWM
367
Janiczek Wealth Management
Colorado
$14K
IWA
368
IBEX Wealth Advisors
New Jersey
$14K +$12.8K +183 New
CG
369
Cutler Group
California
$14K +$13.9K +200 New
CFA
370
Carroll Financial Associates
North Carolina
$13K
TCM
371
Tradewinds Capital Management
Washington
$13K
RFA
372
Reilly Financial Advisors
California
$12K
SIC
373
Salem Investment Counselors
North Carolina
$12K
WQ
374
Wealth Quarterback
New Jersey
$12K +$70 +1 +0.7%
DWMG
375
DB Wealth Management Group
California
$11K