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Vanguard Energy ETF

597 hedge funds and large institutions have $3.19B invested in Vanguard Energy ETF in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 208 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 34

42% more capital invested

Capital invested by funds: $2.25B → $3.19B (+$949M)

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

34% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 155

17% more call options, than puts

Call options by funds: $27.6M | Put options by funds: $23.6M

15% more funds holding

Funds holding: 518597 (+79)

2.76% more ownership

Funds ownership: 31.73%34.49% (+2.8%)

Holders
597
Holders Change
+79
Holders Change %
+15.25%
% of All Funds
9.6%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.37%
New
127
Increased
208
Reduced
155
Closed
34
Calls
$27.6M
Puts
$23.6M
Net Calls
+$3.94M
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
376
WMG Financial Advisors
Tennessee
$367K
Lido Advisors
377
Lido Advisors
California
$363K +$364K +2,991 New
CAC
378
Certified Advisory Corp
Florida
$362K
HIIFS
379
Harel Insurance Investments & Financial Services
Israel
$361K +$365K +3,000 New
TSWM
380
Tyler-Stone Wealth Management
Ohio
$354K +$7.55K +62 +2%
PWM
381
Prosperity Wealth Management
California
$351K +$352K +2,894 New
BFG
382
Bouchey Financial Group
New York
$351K -$15M -122,971 -98%
DOA
383
D'Orazio & Associates
Virginia
$347K -$4.38K -36 -1%
RWM
384
RBA Wealth Management
California
$345K +$8.77K +72 +3%
JWS
385
Juncture Wealth Strategies
Arizona
$343K -$10.6K -87 -3%
D
386
Dentgroup
Louisiana
$342K +$2.07K +17 +0.6%
LW
387
Linscomb Wealth
Texas
$341K +$342K +2,810 New
HCWM
388
Harrison & Co Wealth Management
Virginia
$338K +$1.46K +12 +0.4%
BWP
389
BSW Wealth Partners
Colorado
$338K -$129K -1,057 -27%
Cerity Partners
390
Cerity Partners
New York
$336K -$552K -4,536 -62%
EW
391
Evoke Wealth
California
$336K -$243 -2 -0.1%
LFAS
392
Level Four Advisory Services
Texas
$334K -$44.4K -365 -12%
HNB
393
Huntington National Bank
Ohio
$334K
DI
394
Disciplined Investments
Oklahoma
$329K -$140K -1,146 -30%
CWM
395
Chemistry Wealth Management
New York
$329K -$609 -5 -0.2%
BFA
396
Bragg Financial Advisors
North Carolina
$326K +$365 +3 +0.1%
BWL
397
Bogart Wealth LLC
Virginia
$323K +$6.94K +57 +2%
National Bank of Canada
398
National Bank of Canada
Quebec, Canada
$319K
SVWAG
399
Sound View Wealth Advisors Group
Georgia
$317K +$329K +2,702 New
Bank of Montreal
400
Bank of Montreal
Ontario, Canada
$313K +$182K +1,493 +137%