Vanguard Energy ETF
247 hedge funds and large institutions have $1.18B invested in Vanguard Energy ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 77 reducing their positions, and 21 closing their positions.
60% more call options, than puts
Call options by funds: $5.18M | Put options by funds: $3.24M
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
13% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 77
3% more capital invested
Capital invested by funds: $1.15B → $1.18B (+$30.9M)
0% more funds holding
Funds holding: 246 → 247 (+1)
0.29% more ownership
Funds ownership: 29.2% → 29.49% (+0.29%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$116M |
| 2 |
NCM
Northside Capital Management
Hood River,
Oregon
|
+$8.73M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
+$7.61M |
| 4 |
Morgan Stanley
New York
|
+$6.82M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$6.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$63.8M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$56.6M |
| 3 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
-$15.4M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
-$10.7M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$4.6M |
VDE Hedge Fund Activity: Q3 2016 in Review
247 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2016, worth a combined $1.18B — up 2.7% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new VDE positions and 21 closed out — a net gain of 6 holders — while 87 added to existing stakes and 77 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $116M. The largest seller was UBS AM, exiting entirely with an estimated $63.8M sold.
- 247 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2016, up from 246 in Q2 2016.
- Funds reported $1.18B of Vanguard Energy ETF stock for Q3 2016, up 2.7% quarter-over-quarter.
- 27 funds opened new Vanguard Energy ETF positions in Q3 2016 and 21 closed out, a net change of +6 holders.
- The largest Vanguard Energy ETF buyer in Q3 2016 was Beacon Capital Management Inc (Ohio), an estimated $116M added.
- The largest Vanguard Energy ETF seller in Q3 2016 was UBS AM, an estimated $63.8M sold.
Based on aggregated 13F filings for Q3 2016.