Vanguard Energy ETF
264 hedge funds and large institutions have $1.33B invested in Vanguard Energy ETF in 2017 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 37 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 86
0.8% more ownership
Funds ownership: 31.44% → 32.24% (+0.8%)
4% less capital invested
Capital invested by funds: $1.38B → $1.33B (-$54.2M)
4% less funds holding
Funds holding: 275 → 264 (-11)
24% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 37
40% less funds holding in top 10
Funds holding in top 10: 15 → 9 (-6)
48% less call options, than puts
Call options by funds: $2.13M | Put options by funds: $4.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$33.5M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
+$26.2M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$11.1M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$9.83M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$23.4M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$11.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.12M |
| 4 |
BCP
Berkeley Capital Partners
Milton,
Georgia
|
-$6.59M |
| 5 |
LPL Financial
San Diego,
California
|
-$5.46M |
VDE Hedge Fund Activity: Q1 2017 in Review
264 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q1 2017, worth a combined $1.33B — down 3.9% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of VDE and 28 opened new positions — a net loss of 9 holders — while 86 trimmed existing stakes and 87 added.
The largest buyer was AMP Capital Investors, adding an estimated $33.5M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $23.4M sold.
- 264 institutional investors held Vanguard Energy ETF (VDE) as of Q1 2017, down from 275 in Q4 2016.
- Funds reported $1.33B of Vanguard Energy ETF stock for Q1 2017, down 3.9% quarter-over-quarter.
- 28 funds opened new Vanguard Energy ETF positions in Q1 2017 and 37 closed out, a net change of -9 holders.
- The largest Vanguard Energy ETF buyer in Q1 2017 was AMP Capital Investors, an estimated $33.5M added.
- The largest Vanguard Energy ETF seller in Q1 2017 was Schroder Investment Management Group, an estimated $23.4M sold.
Based on aggregated 13F filings for Q1 2017.