Vanguard Energy ETF
286 hedge funds and large institutions have $685M invested in Vanguard Energy ETF in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 109 increasing their positions, 71 reducing their positions, and 100 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 71
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.1% more ownership
Funds ownership: 34.4% → 34.5% (+0.1%)
11% less funds holding
Funds holding: 320 → 286 (-34)
27% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 100
37% less capital invested
Capital invested by funds: $1.09B → $685M (-$403M)
54% less call options, than puts
Call options by funds: $1.85M | Put options by funds: $4.01M
Top Buyers
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$54.7M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
+$43.4M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
+$33.3M |
| 4 |
Morgan Stanley
New York
|
+$22.1M |
| 5 |
HF
HRT Financial
New York
|
+$14.5M |
Top Sellers
VDE Hedge Fund Activity: Q1 2020 in Review
286 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q1 2020, worth a combined $685M — down 37% from $1.09B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of VDE and 73 opened new positions — a net loss of 27 holders — while 71 trimmed existing stakes and 109 added.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $54.7M. The largest seller was PFS Investments, exiting entirely with an estimated $17.3M sold.
- 286 institutional investors held Vanguard Energy ETF (VDE) as of Q1 2020, down from 320 in Q4 2019.
- Funds reported $685M of Vanguard Energy ETF stock for Q1 2020, down 37% quarter-over-quarter.
- 73 funds opened new Vanguard Energy ETF positions in Q1 2020 and 100 closed out, a net change of -27 holders.
- The largest Vanguard Energy ETF buyer in Q1 2020 was Beacon Capital Management Inc (Ohio), an estimated $54.7M added.
- The largest Vanguard Energy ETF seller in Q1 2020 was PFS Investments, an estimated $17.3M sold.
Based on aggregated 13F filings for Q1 2020.