We are live on ! Find out more
VDE icon

Vanguard Energy ETF

334 hedge funds and large institutions have $1.51B invested in Vanguard Energy ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $4.55M

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

17% more capital invested

Capital invested by funds: $1.29B → $1.51B (+$219M)

3% more funds holding

Funds holding: 323334 (+11)

3.15% more ownership

Funds ownership: 32.97%36.12% (+3.2%)

4% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 101

Holders
334
Holders Change
+11
Holders Change %
+3.41%
% of All Funds
7.65%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
41
Increased
97
Reduced
101
Closed
27
Calls
$9.32M
Puts
$4.55M
Net Calls
+$4.76M
Net Calls Change
+$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$183M +$160K +1,566 +0.1%
Creative Planning
2
Creative Planning
Kansas
$136M -$29.1M -284,786 -18%
Ameriprise
3
Ameriprise
Minnesota
$115M +$103M +1,005,542 +1,170%
W
4
Wealthfront
California
$112M -$50.9M -497,586 -32%
UBS Group
5
UBS Group
Switzerland
$93.2M +$5.61M +54,845 +7%
Bank of America
6
Bank of America
North Carolina
$91.1M +$13.9M +135,943 +19%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M -$5.33M -52,056 -7%
Vanguard Group
8
Vanguard Group
Pennsylvania
$62.4M -$15.8K -154 -0%
Morgan Stanley
9
Morgan Stanley
New York
$59.5M +$8.9M +86,926 +18%
Wells Fargo
10
Wells Fargo
California
$26.5M +$8.03M +78,501 +45%
Bessemer Group
11
Bessemer Group
New Jersey
$25.5M
VA
12
Valmark Advisers
Ohio
$25.3M -$2.86M -27,917 -10%
M&T Bank
13
M&T Bank
New York
$22.9M -$474K -4,628 -2%
SCM
14
SCS Capital Management
Massachusetts
$21M +$3.95M +38,573 +24%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$20.7M +$1.26M +12,274 +7%
LPL Financial
16
LPL Financial
California
$20.6M -$594K -5,807 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$19.2M +$7.03M +68,686 +60%
RMC
18
Regis Management Company
California
$18.1M +$1.01M +9,879 +6%
SE
19
Summit Equities
New Jersey
$15.6M -$489K -4,773 -3%
V
20
Veritable
Delaware
$15.3M -$626K -6,114 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$14.4M +$2.34M +22,862 +20%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$13.5M +$4.33M +42,338 +48%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$9.71M +$122K +1,195 +1%
CCMG
24
Clark Capital Management Group
Pennsylvania
$9.11M +$8.87M +86,714 New
RW
25
Rand Wealth
Maryland
$8.34M -$326K -3,184 -4%