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Vanguard Energy ETF

692 hedge funds and large institutions have $3.89B invested in Vanguard Energy ETF in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

512% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $2.81M

163% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 49

52% more capital invested

Capital invested by funds: $2.56B → $3.89B (+$1.33B)

38% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 186

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more funds holding

Funds holding: 623692 (+69)

2.84% more ownership

Funds ownership: 32.97%35.81% (+2.8%)

Holders
692
Holders Change
+69
Holders Change %
+11.08%
% of All Funds
9.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
129
Increased
256
Reduced
186
Closed
49
Calls
$17.2M
Puts
$2.81M
Net Calls
+$14.4M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
26
Greenwood Gearhart
Arkansas
$16.3M +$2.52M +19,763 +17%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$15.2M -$8.53K -67 -0.1%
ZIG
28
Zuckerman Investment Group
Illinois
$15.2M +$290K +2,279 +2%
PPW
29
Parcion Private Wealth
Washington
$15.1M +$15.8M +124,480 New
JP Morgan Chase
30
JP Morgan Chase
New York
$14.7M -$261K -2,046 -2%
TFP
31
TrueWealth Financial Partners
Washington
$14.6M -$179K -1,408 -1%
CWM
32
CMH Wealth Management
New Hampshire
$14.1M +$308K +2,419 +2%
EC
33
Estate Counselors
Wisconsin
$13.7M +$14.4M +112,880 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$13.2M -$549K -4,310 -4%
SC
35
Swan Capital
Florida
$13M +$2.54M +19,936 +23%
IA
36
Intellus Advisors
Florida
$12.8M +$13.4M +105,619 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$12.8M +$235K +1,842 +2%
CA
38
Cambridge Associates
Massachusetts
$12.6M +$6.71M +52,713 +103%
DADC
39
D.A. Davidson & Co
Montana
$12.1M +$90.1K +708 +0.7%
GP
40
Greenline Partners
New York
$12M +$764K +6,000 +6%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$11.3M +$920K +7,226 +8%
AWM
42
Allen Wealth Management
North Carolina
$10.9M +$111K +871 +1%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$10.7M +$11.2M +87,798 New
BL
44
BFSG LLC
California
$10.6M -$655K -5,148 -6%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$10.5M +$8.12M +63,801 +284%
M&T Bank
46
M&T Bank
New York
$9.84M +$330K +2,595 +3%
Creative Planning
47
Creative Planning
Kansas
$8.28M -$31.4K -247 -0.4%
SA
48
Sanctuary Advisors
Indiana
$8.16M +$216K +1,694 +3%
AWS
49
Atria Wealth Solutions
New York
$8.15M -$65.7K -516 -0.8%
RC
50
Roundview Capital
New Jersey
$7.96M -$560K -4,395 -6%