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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
PCM
426
Prelude Capital Management
New York
-$584K -7,700 Closed
SNBOSCI
427
Security National Bank of Sioux City Iowa
Iowa
-$471K -6,200 Closed
IWM
428
IHT Wealth Management
Illinois
-$319K -4,201 Closed
CAG
429
Csenge Advisory Group
Florida
-$306K -3,964 Closed
LWM
430
Laidlaw Wealth Management
New York
-$245K -3,231 Closed
LTI
431
Laffer Tengler Investments
Tennessee
-$239K -3,151 Closed
ECM
432
ExodusPoint Capital Management
New York
-$219K -2,890 Closed
MMA
433
Miracle Mile Advisors
California
-$200K -2,633 Closed
AP
434
Advisors Preferred
Maryland
-$171K -2,214 Closed
ASN
435
Advisory Services Network
Georgia
-$134K -1,768 Closed
AIG
436
American International Group
New York
-$72.1K -950 Closed
TCOV
437
Trust Company of Vermont
Vermont
-$47K -625 Closed
AWM
438
Atticus Wealth Management
Florida
-$34K -454 Closed
ACM
439
Anfield Capital Management
California
-$33K -430 Closed
GCM
440
Gables Capital Management
Florida
-$23K -300 Closed
CWC
441
Carolinas Wealth Consulting
North Carolina
-$16K -213 Closed
CPFP
442
Clear Perspectives Financial Planning
Ohio
-$12K -153 Closed
SB
443
Strategic Blueprint
Georgia
-$11K -150 Closed
FM
444
Family Management
New York
-$5K -65 Closed