Vanguard Energy ETF
290 hedge funds and large institutions have $698M invested in Vanguard Energy ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 100 reducing their positions, and 43 closing their positions.
4% more call options, than puts
Call options by funds: $4.86M | Put options by funds: $4.66M
0.27% less ownership
Funds ownership: 29.57% → 29.3% (-0.27%)
7% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 100
5% less funds holding
Funds holding: 306 → 290 (-16)
22% less capital invested
Capital invested by funds: $895M → $698M (-$198M)
30% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 43
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$30.7M |
| 2 |
Goldman Sachs
New York
|
+$22.5M |
| 3 |
JP Morgan Chase
New York
|
+$8.82M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$4.75M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BO
BRR OpCo
Columbus,
Ohio
|
-$35M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$14.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$12.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12M |
| 5 |
MAM
Marotta Asset Management
Charlottesville,
Virginia
|
-$9.35M |
VDE Hedge Fund Activity: Q3 2020 in Review
290 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2020, worth a combined $698M — down 22% from $895M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of VDE and 30 opened new positions — a net loss of 13 holders — while 100 trimmed existing stakes and 93 added.
The largest buyer was Wealthfront Advisers, adding an estimated $30.7M. The largest seller was BRR OpCo, exiting entirely with an estimated $35M sold.
- 290 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2020, down from 306 in Q2 2020.
- Funds reported $698M of Vanguard Energy ETF stock for Q3 2020, down 22% quarter-over-quarter.
- 30 funds opened new Vanguard Energy ETF positions in Q3 2020 and 43 closed out, a net change of -13 holders.
- The largest Vanguard Energy ETF buyer in Q3 2020 was Wealthfront Advisers, an estimated $30.7M added.
- The largest Vanguard Energy ETF seller in Q3 2020 was BRR OpCo, an estimated $35M sold.
Based on aggregated 13F filings for Q3 2020.