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Vanguard Energy ETF

624 hedge funds and large institutions have $2.85B invested in Vanguard Energy ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 198 increasing their positions, 218 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

786% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $1.3M

6% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 50

1% less funds holding

Funds holding: 630624 (-6)

0.98% less ownership

Funds ownership: 34.72%33.74% (-0.98%)

9% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 218

7% less capital invested

Capital invested by funds: $3.05B → $2.85B (-$199M)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
624
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
9.01%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.23%
New
53
Increased
198
Reduced
218
Closed
50
Calls
$11.5M
Puts
$1.3M
Net Calls
+$10.2M
Net Calls Change
-$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
601
Citizens National Bank Trust Department
Mississippi
$6.38K
RP
602
Rice Partnership
Hawaii
$6.38K +$6.51K +50 New
VNA
603
Valley National Advisers
Pennsylvania
$6K
GWANC
604
Guardian Wealth Advisors (North Carolina)
North Carolina
$6K -$76.5K -588 -93%
PTC
605
Private Trust Company
Ohio
$5.74K -$260 -2 -4%
AA
606
Ancora Advisors
Ohio
$5.49K
BCWM
607
Bartlett & Co Wealth Management
Ohio
$5.27K
GLR
608
Great Lakes Retirement
Ohio
$5.14K +$5.21K +40 New
HBW
609
Hazlett, Burt & Watson
West Virginia
$5K
AA
610
Addison Advisors
Vermont
$4.85K +$4.95K +38 New
TWP
611
Triad Wealth Partners
Kansas
$4.72K +$4.82K +37 New
BWAM
612
Boyd Watterson Asset Management
Ohio
$4.08K
ADL
613
Asset Dedication LLC
California
$3.83K
BFO
614
Biltmore Family Office
North Carolina
$3.73K +$3.77K +29 New
AIP
615
Ameritas Investment Partners
Nebraska
$3.67K
HIA
616
Harbor Investment Advisory
Maryland
$3.19K
BCPWM
617
Bradley & Co Private Wealth Management
Florida
$2.68K
OLVIG
618
Oliver Lagore Vanvalin Investment Group
Michigan
$1.79K
SFC
619
Strategic Financial Concepts
Texas
$1.76K +$29.5M +226,466 +13,106%
TFA
620
Transamerica Financial Advisors
Florida
$1K
AWM
621
Activest Wealth Management
Florida
$893
SIS
622
Sound Income Strategies
Florida
$825 +$781 +6 New
CC
623
Cultivar Capital
Texas
$135 +$130 +1 New
CPBTD
624
Central Pacific Bank - Trust Division
Hawaii
$128
SWM
625
Sugarloaf Wealth Management
Georgia
$111