Vanguard Energy ETF
234 hedge funds and large institutions have $1.51B invested in Vanguard Energy ETF in 2015 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 75 increasing their positions, 51 reducing their positions, and 22 closing their positions.
227% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 22
47% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 51
37% more call options, than puts
Call options by funds: $3.47M | Put options by funds: $2.53M
26% more funds holding
Funds holding: 186 → 234 (+48)
14% more capital invested
Capital invested by funds: $1.33B → $1.51B (+$180M)
2.42% more ownership
Funds ownership: 38.59% → 41.01% (+2.4%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$61.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$22.1M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$19.1M |
| 4 |
MM
Main Management
San Francisco,
California
|
+$18.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Spruce Investment Advisors
Stamford,
Connecticut
|
-$20.3M |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$5.13M |
| 3 |
CA
Capital Advantage
Walnut Creek,
California
|
-$4.32M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.2M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$3.11M |
VDE Hedge Fund Activity: Q4 2015 in Review
234 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2015, worth a combined $1.51B — up 14% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new VDE positions and 22 closed out — a net gain of 50 holders — while 75 added to existing stakes and 51 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $61.4M. The largest seller was Spruce Investment Advisors, exiting entirely with an estimated $20.3M sold.
- 234 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2015, up from 186 in Q3 2015.
- Funds reported $1.51B of Vanguard Energy ETF stock for Q4 2015, up 14% quarter-over-quarter.
- 72 funds opened new Vanguard Energy ETF positions in Q4 2015 and 22 closed out, a net change of +50 holders.
- The largest Vanguard Energy ETF buyer in Q4 2015 was Schroder Investment Management Group, an estimated $61.4M added.
- The largest Vanguard Energy ETF seller in Q4 2015 was Spruce Investment Advisors, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2015.