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Vanguard Energy ETF

409 hedge funds and large institutions have $1.88B invested in Vanguard Energy ETF in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 147 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $9.1M

27% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 116

3% more ownership

Funds ownership: 33.46%36.46% (+3%)

2% more capital invested

Capital invested by funds: $1.85B → $1.88B (+$30.2M)

4% less funds holding

Funds holding: 425409 (-16)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

29% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 35

Holders
409
Holders Change
-16
Holders Change %
-3.76%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.18%
New
25
Increased
147
Reduced
116
Closed
35
Calls
$21.7M
Puts
$9.1M
Net Calls
+$12.6M
Net Calls Change
+$222K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
201
United Capital Financial Advisors
Texas
$437K +$9.83K +141 +2%
RDWM
202
Red Door Wealth Management
Tennessee
$435K
CFGS
203
Concourse Financial Group Securities
Alabama
$434K -$28K -402 -6%
TP
204
Tranquility Partners
Tennessee
$420K
MFW
205
Meristem Family Wealth
Minnesota
$409K
CIP
206
Capital Insight Partners
Arizona
$404K
PFA
207
Paradigm Financial Advisors
Missouri
$398K +$86.3K +1,237 +30%
IA
208
IFG Advisory
Georgia
$392K -$4.81K -69 -1%
LDB
209
Lee, Danner & Bass
Tennessee
$386K +$133K +1,914 +58%
CWS
210
Cypress Wealth Services
California
$385K +$29.3K +420 +9%
FWM
211
Frontier Wealth Management
Missouri
$384K +$3.49K +50 +1%
PFS
212
Prospera Financial Services
Texas
$378K +$62.6K +898 +21%
NFG
213
Nations Financial Group
Iowa
$376K +$558 +8 +0.2%
SSWM
214
Sheets Smith Wealth Management
North Carolina
$370K +$349K +5,005 New
VIM
215
Vista Investment Management
Pennsylvania
$369K +$2.93K +42 +0.8%
ACM
216
Advisors Capital Management
New Jersey
$368K +$23.7K +340 +7%
BWL
217
Bogart Wealth LLC
Virginia
$368K +$55.8K +800 +19%
HIC
218
Holderness Investments Company
North Carolina
$367K +$45K +645 +15%
CA
219
Cambridge Advisors
Nebraska
$365K -$17.4K -250 -5%
SCA
220
Snowden Capital Advisors
New York
$363K +$7.39K +106 +2%
OC
221
Oppenheimer & Co
New York
$362K +$136K +1,957 +67%
PWM
222
Praetorian Wealth Management
California
$358K +$34.7K +498 +11%
MSFS
223
Main Street Financial Solutions
Pennsylvania
$355K
NCM
224
Northside Capital Management
Oregon
$353K
APA
225
American Portfolios Advisors
New York
$351K -$112K -1,611 -25%