We are live on ! Find out more
VDE icon

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
PCA
26
Personal Capital Advisors
California
$8.3M +$1.47M +14,325 +22%
CWM
27
Cornerstone Wealth Management
Missouri
$8.22M +$86.4M +843,808 +14,637%
AIA
28
Allied Investment Advisors
Montana
$7.96M +$746K +7,290 +11%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$7.65M +$810K +7,914 +12%
DOA
30
D'Orazio & Associates
Virginia
$7.09M -$6.39M -62,467 -48%
AA
31
Ancora Advisors
Ohio
$6.66M +$1.64M +16,020 +34%
LNB
32
Ledyard National Bank
$6.47M -$379K -3,706 -6%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$6.3M
BCP
34
Berkeley Capital Partners
Georgia
$6.03M +$5.36M +52,387 +1,053%
RJA
35
Raymond James & Associates
Florida
$5.79M +$227K +2,222 +4%
TWA
36
Tillar-Wenstrup Advisors
Ohio
$5.73M -$384K -3,751 -6%
JP Morgan Chase
37
JP Morgan Chase
New York
$5.5M +$3.83M +37,402 +251%
KCM
38
Karp Capital Management
California
$5.19M +$5.05M +49,365 New
AG
39
Advisor Group
Arizona
$4.98M -$588K -5,749 -11%
CCM
40
Consolidated Capital Management
California
$4.91M +$2.92M +28,560 +158%
PCM
41
Penserra Capital Management
California
$4.87M +$4.74M +46,319 New
NSLI
42
Nan Shan Life Insurance
Taiwan
$4.73M
ECM
43
Exchange Capital Management
Michigan
$4.56M +$103K +1,002 +2%
NCM
44
Northside Capital Management
Oregon
$4.16M -$97.7K -955 -2%
DY
45
Dowling & Yahnke
California
$3.98M -$163K -1,591 -4%
BEAM
46
Baker Ellis Asset Management
Washington
$3.87M -$142K -1,390 -4%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$3.76M -$412K -4,024 -10%
QA
48
Quantitative Advantage
Minnesota
$3.62M +$3.52M +34,436 New
WA
49
WP Advisors
California
$3.51M -$78.6K -768 -2%
TAM
50
Tocqueville Asset Management
New York
$3.4M