Vanguard Energy ETF
564 hedge funds and large institutions have $2.44B invested in Vanguard Energy ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 180 increasing their positions, 214 reducing their positions, and 60 closing their positions.
204% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $5.36M
2.43% less ownership
Funds ownership: 34.49% → 32.05% (-2.4%)
5% less funds holding
Funds holding: 596 → 564 (-32)
15% less capital invested
Capital invested by funds: $2.88B → $2.44B (-$439M)
16% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 214
17% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 60
48% less funds holding in top 10
Funds holding in top 10: 23 → 12 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$39.5M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$34.8M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
+$15M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$6.02M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$5.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$66.2M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$41.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.5M |
| 4 |
Morgan Stanley
New York
|
-$15.5M |
| 5 |
Goldman Sachs
New York
|
-$15M |
VDE Hedge Fund Activity: Q1 2023 in Review
564 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Energy ETF (VDE) for Q1 2023, worth a combined $2.44B — down 15% from $2.88B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of VDE and 50 opened new positions — a net loss of 10 holders — while 214 trimmed existing stakes and 180 added.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $39.5M. The largest seller was Bank of America, cutting an estimated $66.2M.
- 564 institutional investors held Vanguard Energy ETF (VDE) as of Q1 2023, down from 596 in Q4 2022.
- Funds reported $2.44B of Vanguard Energy ETF stock for Q1 2023, down 15% quarter-over-quarter.
- 50 funds opened new Vanguard Energy ETF positions in Q1 2023 and 60 closed out, a net change of -10 holders.
- The largest Vanguard Energy ETF buyer in Q1 2023 was Manulife (Manufacturers Life Insurance), an estimated $39.5M added.
- The largest Vanguard Energy ETF seller in Q1 2023 was Bank of America, an estimated $66.2M sold.
Based on aggregated 13F filings for Q1 2023.