Vanguard Energy ETF
269 hedge funds and large institutions have $1.27B invested in Vanguard Energy ETF in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 19 closing their positions.
79% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 19
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
17% more call options, than puts
Call options by funds: $2.58M | Put options by funds: $2.2M
6% more capital invested
Capital invested by funds: $1.2B → $1.27B (+$76.4M)
5% more funds holding
Funds holding: 257 → 269 (+12)
0.85% more ownership
Funds ownership: 31.44% → 32.28% (+0.85%)
26% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
+$21.4M |
| 2 |
PL
Polianta Ltd
St Helier,
Jersey
|
+$6.06M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.17M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$4.58M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$4.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$16.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.18M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.66M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$4.05M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$4.05M |
VDE Hedge Fund Activity: Q3 2017 in Review
269 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2017, worth a combined $1.27B — up 6.4% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new VDE positions and 19 closed out — a net gain of 15 holders — while 70 added to existing stakes and 95 trimmed.
The largest buyer was Wealthfront, adding an estimated $21.4M. The largest seller was SCS Capital Management, exiting entirely with an estimated $16.7M sold.
- 269 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2017, up from 257 in Q2 2017.
- Funds reported $1.27B of Vanguard Energy ETF stock for Q3 2017, up 6.4% quarter-over-quarter.
- 34 funds opened new Vanguard Energy ETF positions in Q3 2017 and 19 closed out, a net change of +15 holders.
- The largest Vanguard Energy ETF buyer in Q3 2017 was Wealthfront, an estimated $21.4M added.
- The largest Vanguard Energy ETF seller in Q3 2017 was SCS Capital Management, an estimated $16.7M sold.
Based on aggregated 13F filings for Q3 2017.