Vanguard Energy ETF
517 hedge funds and large institutions have $2.25B invested in Vanguard Energy ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 179 increasing their positions, 163 reducing their positions, and 62 closing their positions.
106% more call options, than puts
Call options by funds: $16M | Put options by funds: $7.78M
10% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 163
1.48% less ownership
Funds ownership: 33.21% → 31.73% (-1.5%)
5% less funds holding
Funds holding: 547 → 517 (-30)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
6% less capital invested
Capital invested by funds: $2.39B → $2.25B (-$136M)
35% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$41.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.6M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$10.3M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$8.34M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$101M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$43.8M |
| 3 |
LCAM
London & Capital Asset Management
London,
United Kingdom
|
-$20M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
-$18.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.3M |
VDE Hedge Fund Activity: Q3 2022 in Review
517 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q3 2022, worth a combined $2.25B — down 5.7% from $2.39B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of VDE and 40 opened new positions — a net loss of 22 holders — while 163 trimmed existing stakes and 179 added.
The largest buyer was UBS Group, adding an estimated $41.5M. The largest seller was Bessemer Group, cutting an estimated $101M.
- 517 institutional investors held Vanguard Energy ETF (VDE) as of Q3 2022, down from 547 in Q2 2022.
- Funds reported $2.25B of Vanguard Energy ETF stock for Q3 2022, down 5.7% quarter-over-quarter.
- 40 funds opened new Vanguard Energy ETF positions in Q3 2022 and 62 closed out, a net change of -22 holders.
- The largest Vanguard Energy ETF buyer in Q3 2022 was UBS Group, an estimated $41.5M added.
- The largest Vanguard Energy ETF seller in Q3 2022 was Bessemer Group, an estimated $101M sold.
Based on aggregated 13F filings for Q3 2022.