Vanguard Energy ETF
331 hedge funds and large institutions have $1.19B invested in Vanguard Energy ETF in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 118 reducing their positions, and 38 closing their positions.
39% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 38
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
8% more capital invested
Capital invested by funds: $1.1B → $1.19B (+$88.4M)
2% more funds holding
Funds holding: 325 → 331 (+6)
3.74% less ownership
Funds ownership: 35.54% → 31.81% (-3.7%)
20% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 118
30% less call options, than puts
Call options by funds: $10.9M | Put options by funds: $15.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$120M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$5.45M |
| 4 |
SIC
Starr International Company
Zug,
Switzerland
|
+$4.86M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$138M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
-$42.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$25.6M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$18.8M |
| 5 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$8.02M |
VDE Hedge Fund Activity: Q1 2019 in Review
331 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q1 2019, worth a combined $1.19B — up 8.1% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new VDE positions and 38 closed out — a net gain of 15 holders — while 94 added to existing stakes and 118 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $120M. The largest seller was Ameriprise, cutting an estimated $138M.
- 331 institutional investors held Vanguard Energy ETF (VDE) as of Q1 2019, up from 325 in Q4 2018.
- Funds reported $1.19B of Vanguard Energy ETF stock for Q1 2019, up 8.1% quarter-over-quarter.
- 53 funds opened new Vanguard Energy ETF positions in Q1 2019 and 38 closed out, a net change of +15 holders.
- The largest Vanguard Energy ETF buyer in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $120M added.
- The largest Vanguard Energy ETF seller in Q1 2019 was Ameriprise, an estimated $138M sold.
Based on aggregated 13F filings for Q1 2019.