Vanguard Energy ETF
246 hedge funds and large institutions have $1.15B invested in Vanguard Energy ETF in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 20 closing their positions.
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
33% more call options, than puts
Call options by funds: $5.71M | Put options by funds: $4.31M
13% more capital invested
Capital invested by funds: $1.02B → $1.15B (+$129M)
6% more funds holding
Funds holding: 233 → 246 (+13)
10% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 72
0.17% more ownership
Funds ownership: 29.03% → 29.2% (+0.17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$61.7M |
| 2 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$14.9M |
| 3 |
LNB
Ledyard National Bank
|
+$5.6M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$3.53M |
| 5 |
Morgan Stanley
New York
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$36.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$21.4M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$10.3M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$8.52M |
| 5 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
-$5.06M |
VDE Hedge Fund Activity: Q2 2016 in Review
246 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q2 2016, worth a combined $1.15B — up 13% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new VDE positions and 20 closed out — a net gain of 18 holders — while 79 added to existing stakes and 72 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $61.7M. The largest seller was Bank of America, cutting an estimated $36.9M.
- 246 institutional investors held Vanguard Energy ETF (VDE) as of Q2 2016, up from 233 in Q1 2016.
- Funds reported $1.15B of Vanguard Energy ETF stock for Q2 2016, up 13% quarter-over-quarter.
- 38 funds opened new Vanguard Energy ETF positions in Q2 2016 and 20 closed out, a net change of +18 holders.
- The largest Vanguard Energy ETF buyer in Q2 2016 was UBS AM, an estimated $61.7M added.
- The largest Vanguard Energy ETF seller in Q2 2016 was Bank of America, an estimated $36.9M sold.
Based on aggregated 13F filings for Q2 2016.