Vanguard Energy ETF
306 hedge funds and large institutions have $895M invested in Vanguard Energy ETF in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 103 increasing their positions, 93 reducing their positions, and 41 closing their positions.
63% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 41
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
18% more call options, than puts
Call options by funds: $6.75M | Put options by funds: $5.71M
11% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 93
7% more funds holding
Funds holding: 285 → 306 (+21)
7% more capital inflows, than outflows
Capital inflows: $161M | Capital outflows: $150M
4.93% less ownership
Funds ownership: 34.5% → 29.57% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BO
BRR OpCo
Columbus,
Ohio
|
+$34.3M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
+$19.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12.5M |
| 4 |
CCM
Consolidated Capital Management
Burbank,
California
|
+$9.78M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$19.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.6M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$10.7M |
| 5 |
HRT Financial
New York
|
-$10.6M |
VDE Hedge Fund Activity: Q2 2020 in Review
306 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q2 2020, worth a combined $895M — up 31% from $686M a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new VDE positions and 41 closed out — a net gain of 26 holders — while 103 added to existing stakes and 93 trimmed.
The largest buyer was BRR OpCo, opening a new position worth an estimated $34.3M. The largest seller was Bank of Montreal, exiting entirely with an estimated $19.1M sold.
- 306 institutional investors held Vanguard Energy ETF (VDE) as of Q2 2020, up from 285 in Q1 2020.
- Funds reported $895M of Vanguard Energy ETF stock for Q2 2020, up 31% quarter-over-quarter.
- 67 funds opened new Vanguard Energy ETF positions in Q2 2020 and 41 closed out, a net change of +26 holders.
- The largest Vanguard Energy ETF buyer in Q2 2020 was BRR OpCo, an estimated $34.3M added.
- The largest Vanguard Energy ETF seller in Q2 2020 was Bank of Montreal, an estimated $19.1M sold.
Based on aggregated 13F filings for Q2 2020.