Vanguard Energy ETF
630 hedge funds and large institutions have $3.05B invested in Vanguard Energy ETF in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 227 increasing their positions, 200 reducing their positions, and 58 closing their positions.
456% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $2.75M
21% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 58
14% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 200
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
6% more capital invested
Capital invested by funds: $2.89B → $3.05B (+$164M)
1% more funds holding
Funds holding: 625 → 630 (+5)
1.6% less ownership
Funds ownership: 36.31% → 34.72% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$110M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$50M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$30.7M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
+$15.9M |
| 5 |
GG
Greenwood Gearhart
Fayetteville,
Arkansas
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$245M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$69.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$48.9M |
| 4 |
MM
Main Management
San Francisco,
California
|
-$14.1M |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$9.59M |
VDE Hedge Fund Activity: Q1 2024 in Review
630 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q1 2024, worth a combined $3.05B — up 5.7% from $2.89B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new VDE positions and 58 closed out — a net gain of 12 holders — while 227 added to existing stakes and 200 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $245M.
- 630 institutional investors held Vanguard Energy ETF (VDE) as of Q1 2024, up from 625 in Q4 2023.
- Funds reported $3.05B of Vanguard Energy ETF stock for Q1 2024, up 5.7% quarter-over-quarter.
- 70 funds opened new Vanguard Energy ETF positions in Q1 2024 and 58 closed out, a net change of +12 holders.
- The largest Vanguard Energy ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $110M added.
- The largest Vanguard Energy ETF seller in Q1 2024 was Morgan Stanley, an estimated $245M sold.
Based on aggregated 13F filings for Q1 2024.