Vanguard Energy ETF
257 hedge funds and large institutions have $1.2B invested in Vanguard Energy ETF in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 32 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 86
0.8% less ownership
Funds ownership: 32.24% → 31.44% (-0.8%)
3% less funds holding
Funds holding: 264 → 257 (-7)
10% less capital invested
Capital invested by funds: $1.33B → $1.2B (-$134M)
13% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 32
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
34% less call options, than puts
Call options by funds: $1.26M | Put options by funds: $1.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
+$46M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$14.5M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$11.6M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$8.79M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24.6M |
| 2 |
Morgan Stanley
New York
|
-$21.5M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$19.3M |
| 4 |
NCM
Northside Capital Management
Hood River,
Oregon
|
-$7.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.22M |
VDE Hedge Fund Activity: Q2 2017 in Review
257 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q2 2017, worth a combined $1.2B — down 10% from $1.33B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of VDE and 28 opened new positions — a net loss of 4 holders — while 86 trimmed existing stakes and 88 added.
The largest buyer was Wealthfront, adding an estimated $46M. The largest seller was Bank of America, cutting an estimated $24.6M.
- 257 institutional investors held Vanguard Energy ETF (VDE) as of Q2 2017, down from 264 in Q1 2017.
- Funds reported $1.2B of Vanguard Energy ETF stock for Q2 2017, down 10% quarter-over-quarter.
- 28 funds opened new Vanguard Energy ETF positions in Q2 2017 and 32 closed out, a net change of -4 holders.
- The largest Vanguard Energy ETF buyer in Q2 2017 was Wealthfront, an estimated $46M added.
- The largest Vanguard Energy ETF seller in Q2 2017 was Bank of America, an estimated $24.6M sold.
Based on aggregated 13F filings for Q2 2017.