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Vanguard Energy ETF
VDE

Overview Fund Activity

191 hedge funds and large institutions have $1.33B invested in Vanguard Energy ETF in 2014 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+27
Holders Change %
+16.46%
% of All Funds
5.1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
55
Increased
63
Reduced
41
Closed
23
Calls
$2.76M
Puts
$6.01M
Net Calls
-$3.25M
Net Calls Change
-$2.41M

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$95.8M
2
MAA
Managed Account Advisors
New Jersey
$206M
3
Bank of America
Bank of America
North Carolina
$325M
4
Morgan Stanley
Morgan Stanley
New York
$33.5M
5
Deutsche Bank
Deutsche Bank
Germany
$11.2M

Top Sellers

1
RBA
Richard Bernstein Advisors
New York
$0
2
Creative Planning
Creative Planning
Kansas
$168M
3
RVP
Relative Value Partners
Illinois
$0
4
CS
Credit Suisse
Switzerland
$934K
5
RCS
Retirement Capital Strategies
California
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
176
Pittenger & Anderson Inc
Nebraska
$8K – – –
RCG
177
Ruggie Capital Group
Florida
$8K +$8K +70 New
HI
178
Hudock Inc
Pennsylvania
$7K – – –
JFA
179
JNBA Financial Advisors
Minnesota
$6K – – –
CB
180
Community Bank
New York
$6K +$6K +50 New
FAM
181
Formidable Asset Management
Ohio
$6K +$6K +50 New
WRM
182
Westport Resources Management
Connecticut
$5K – – –
First Manhattan
183
First Manhattan
New York
$5K +$5K +50 New
FFC
184
First Financial Corp
Indiana
$4K – – –
CCS
185
Crosspoint Capital Strategies
California
$4K – – –
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +31 New
PWM
187
ParenteBeard Wealth Management
Pennsylvania
$2.17K -$19.9K -2,223 -90%
FNBT
188
FineMark National Bank & Trust
Florida
$1K – – –
GI
189
Gradient Investments
Minnesota
$1K +$1K +6 New
Betterment LLC
190
Betterment LLC
New York
$1K +$1K +8 New
BRWA
191
B. Riley Wealth Advisors
Florida
$362 +$76 +678 +26%
RBA
192
Richard Bernstein Advisors
New York
– -$25.7M -196,036 Closed
RVP
193
Relative Value Partners
Illinois
– -$10.6M -81,177 Closed
IFWM
194
Institute for Wealth Management
Colorado
– -$3.05M -22,953 Closed
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
– -$2.69M -20,477 Closed
VKH
196
Virtu KCG Holdings
New York
– -$2.32M -17,709 Closed
RJA
197
Raymond James & Associates
Florida
– -$2.26M -17,244 Closed
NFG
198
Noven Financial Group
Colorado
– -$986K -7,518 Closed
DHFB
199
Dixon Hubard Feinour & Brown
Virginia
– -$883K -6,735 Closed
HighTower Advisors
200
HighTower Advisors
Illinois
– -$794K -6,058 Closed
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