Vanguard Energy ETF
596 hedge funds and large institutions have $2.88B invested in Vanguard Energy ETF in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 208 increasing their positions, 154 reducing their positions, and 34 closing their positions.
274% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 34
35% more funds holding in top 10
Funds holding in top 10: 17 → 23 (+6)
35% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 154
28% more capital invested
Capital invested by funds: $2.25B → $2.88B (+$628M)
17% more call options, than puts
Call options by funds: $27.6M | Put options by funds: $23.6M
15% more funds holding
Funds holding: 517 → 596 (+79)
2.76% more ownership
Funds ownership: 31.73% → 34.49% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$41.8M |
| 2 |
GWA
Gibson Wealth Advisors
Tyler,
Texas
|
+$18.9M |
| 3 |
Goldman Sachs
New York
|
+$16.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$15.4M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$15M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$14.4M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$13.5M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$7.97M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
-$5.49M |
VDE Hedge Fund Activity: Q4 2022 in Review
596 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q4 2022, worth a combined $2.88B — up 28% from $2.25B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new VDE positions and 34 closed out — a net gain of 93 holders — while 208 added to existing stakes and 154 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $41.8M. The largest seller was Bouchey Financial Group, cutting an estimated $15M.
- 596 institutional investors held Vanguard Energy ETF (VDE) as of Q4 2022, up from 517 in Q3 2022.
- Funds reported $2.88B of Vanguard Energy ETF stock for Q4 2022, up 28% quarter-over-quarter.
- 127 funds opened new Vanguard Energy ETF positions in Q4 2022 and 34 closed out, a net change of +93 holders.
- The largest Vanguard Energy ETF buyer in Q4 2022 was Beacon Capital Management Inc (Ohio), an estimated $41.8M added.
- The largest Vanguard Energy ETF seller in Q4 2022 was Bouchey Financial Group, an estimated $15M sold.
Based on aggregated 13F filings for Q4 2022.