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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
KIA
51
KCM Investment Advisors
California
$7.54M -$581K -4,562 -7%
Truist Financial
52
Truist Financial
North Carolina
$7.19M -$9.8K -77 -0.1%
EPAM
53
Evelyn Partners Asset Management
$6.9M +$7.24M +56,857 New
EWA
54
Evolution Wealth Advisors
Florida
$6.86M +$3.4M +26,690 +89%
AAS
55
Ameritas Advisory Services
Nebraska
$6.79M -$1.08M -8,502 -13%
AAS
56
Avantax Advisory Services
Texas
$6.55M -$123K -968 -2%
GB
57
Gunma Bank
Japan
$6.31M +$127K +1,000 +2%
GWM
58
GoalFusion Wealth Management
Texas
$6.17M +$347K +2,724 +6%
MCWS
59
McKinley Carter Wealth Services
West Virginia
$6.11M +$168K +1,321 +3%
SC
60
Syon Capital
California
$6.06M -$89.9K -706 -1%
MML Investors Services
61
MML Investors Services
Massachusetts
$5.99M +$1.73M +13,563 +38%
Pathstone Holdings
62
Pathstone Holdings
New Jersey
$5.91M -$9.68K -76 -0.2%
ECM
63
Elgethun Capital Management
South Dakota
$5.86M +$253K +1,985 +4%
AWM
64
Accel Wealth Management
Iowa
$5.78M +$513K +4,032 +9%
Goldman Sachs
65
Goldman Sachs
New York
$5.76M -$5.24M -41,149 -46%
CL
66
Choreo LLC
Illinois
$5.65M +$5.04M +39,615 +524%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$5.59M -$498K -3,913 -8%
APF
68
Alaska Permanent Fund
Alaska
$5.22M
NPT
69
National Philanthropic Trust
Pennsylvania
$5.2M +$5.46M +42,860 New
RFM
70
Royal Fund Management
Florida
$5.16M +$561K +4,404 +12%
BFG
71
Bleakley Financial Group
New Jersey
$5.08M +$1.55M +12,184 +41%
TAM
72
Tocqueville Asset Management
New York
$4.99M +$3.81M +29,893 +266%
KAS
73
Kestra Advisory Services
Texas
$4.98M +$1.8M +14,175 +53%
IAA
74
Independent Advisor Alliance
North Carolina
$4.93M +$5.17M +40,621 New
SFCL
75
Strengthening Families & Communities LLC
Massachusetts
$4.6M +$392K +3,079 +9%