Vanguard Energy ETF
320 hedge funds and large institutions have $1.09B invested in Vanguard Energy ETF in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 82 increasing their positions, 108 reducing their positions, and 35 closing their positions.
159% more call options, than puts
Call options by funds: $12.5M | Put options by funds: $4.8M
126% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 35
14% more funds holding
Funds holding: 281 → 320 (+39)
13% more capital invested
Capital invested by funds: $961M → $1.09B (+$127M)
3.16% more ownership
Funds ownership: 31.24% → 34.4% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
24% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$37.2M |
| 2 |
Bank of New York Mellon
New York
|
+$18.3M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$16.5M |
| 4 |
COI
Connable Office Inc
Kalamazoo,
Michigan
|
+$6.97M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$6.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$16.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12.9M |
| 3 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$9.45M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$9.22M |
| 5 |
Morgan Stanley
New York
|
-$5.64M |
VDE Hedge Fund Activity: Q4 2019 in Review
320 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2019, worth a combined $1.09B — up 13% from $961M a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new VDE positions and 35 closed out — a net gain of 44 holders — while 82 added to existing stakes and 108 trimmed.
The largest buyer was Bank of America, adding an estimated $37.2M. The largest seller was Wealthfront Advisers, cutting an estimated $16.9M.
- 320 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2019, up from 281 in Q3 2019.
- Funds reported $1.09B of Vanguard Energy ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 79 funds opened new Vanguard Energy ETF positions in Q4 2019 and 35 closed out, a net change of +44 holders.
- The largest Vanguard Energy ETF buyer in Q4 2019 was Bank of America, an estimated $37.2M added.
- The largest Vanguard Energy ETF seller in Q4 2019 was Wealthfront Advisers, an estimated $16.9M sold.
Based on aggregated 13F filings for Q4 2019.