Vanguard Energy ETF
604 hedge funds and large institutions have $3.12B invested in Vanguard Energy ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 224 increasing their positions, 167 reducing their positions, and 32 closing their positions.
329% more call options, than puts
Call options by funds: $48.1M | Put options by funds: $11.2M
128% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 32
36% more capital invested
Capital invested by funds: $2.29B → $3.12B (+$820M)
34% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 167
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
6% more funds holding
Funds holding: 568 → 604 (+36)
4.09% more ownership
Funds ownership: 31.72% → 35.8% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$212M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$109M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$44.2M |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$23.4M |
| 5 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$43.5M |
| 2 |
PG
Prostatis Group
Hanover,
Maryland
|
-$32.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.51M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$5.37M |
VDE Hedge Fund Activity: Q3 2023 in Review
604 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2023, worth a combined $3.12B — up 36% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new VDE positions and 32 closed out — a net gain of 41 holders — while 224 added to existing stakes and 167 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $212M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $43.5M.
- 604 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2023, up from 568 in Q2 2023.
- Funds reported $3.12B of Vanguard Energy ETF stock for Q3 2023, up 36% quarter-over-quarter.
- 73 funds opened new Vanguard Energy ETF positions in Q3 2023 and 32 closed out, a net change of +41 holders.
- The largest Vanguard Energy ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $212M added.
- The largest Vanguard Energy ETF seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $43.5M sold.
Based on aggregated 13F filings for Q3 2023.