Vanguard Energy ETF
324 hedge funds and large institutions have $1.29B invested in Vanguard Energy ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 94 increasing their positions, 102 reducing their positions, and 39 closing their positions.
28% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 39
15% more call options, than puts
Call options by funds: $4.9M | Put options by funds: $4.27M
2% more funds holding
Funds holding: 317 → 324 (+7)
8% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 102
1.38% less ownership
Funds ownership: 34.36% → 32.97% (-1.4%)
9% less capital invested
Capital invested by funds: $1.42B → $1.29B (-$133M)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$23.5M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$15.6M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$14.9M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$8.46M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$7.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$35.9M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$31M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
-$22.6M |
| 4 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
-$9.22M |
| 5 |
AP
Arlington Partners
Birmingham,
Alabama
|
-$6.81M |
VDE Hedge Fund Activity: Q1 2018 in Review
324 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q1 2018, worth a combined $1.29B — down 9.3% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new VDE positions and 39 closed out — a net gain of 11 holders — while 94 added to existing stakes and 102 trimmed.
The largest buyer was Bessemer Group, opening a new position worth an estimated $23.5M. The largest seller was AMP Capital Investors, cutting an estimated $35.9M.
- 324 institutional investors held Vanguard Energy ETF (VDE) as of Q1 2018, up from 317 in Q4 2017.
- Funds reported $1.29B of Vanguard Energy ETF stock for Q1 2018, down 9.3% quarter-over-quarter.
- 50 funds opened new Vanguard Energy ETF positions in Q1 2018 and 39 closed out, a net change of +11 holders.
- The largest Vanguard Energy ETF buyer in Q1 2018 was Bessemer Group, an estimated $23.5M added.
- The largest Vanguard Energy ETF seller in Q1 2018 was AMP Capital Investors, an estimated $35.9M sold.
Based on aggregated 13F filings for Q1 2018.