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Vanguard Energy ETF

692 hedge funds and large institutions have $3.89B invested in Vanguard Energy ETF in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 186 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

512% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $2.81M

163% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 49

52% more capital invested

Capital invested by funds: $2.56B → $3.89B (+$1.33B)

38% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 186

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more funds holding

Funds holding: 623692 (+69)

2.84% more ownership

Funds ownership: 32.97%35.81% (+2.8%)

Holders
692
Holders Change
+69
Holders Change %
+11.08%
% of All Funds
9.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
129
Increased
256
Reduced
186
Closed
49
Calls
$17.2M
Puts
$2.81M
Net Calls
+$14.4M
Net Calls Change
+$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.2B -$5.73K -45 -0.5%
Bank of America
2
Bank of America
North Carolina
$304M +$11M +86,238 +4%
Morgan Stanley
3
Morgan Stanley
New York
$204M -$3.13M -24,596 -1%
UBS Group
4
UBS Group
Switzerland
$166M +$4.77M +37,436 +3%
Wells Fargo
5
Wells Fargo
California
$143M +$24.8M +194,585 +20%
Wealthfront Advisers
6
Wealthfront Advisers
California
$118M -$2.06M -16,179 -2%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$107M -$2.35M -18,450 -2%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105M +$1.52M +11,972 +1%
LPL Financial
9
LPL Financial
California
$74.2M +$7.67M +60,260 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$58.2M -$3.71M -29,137 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$49M +$1.29M +10,101 +3%
PCH
12
PGIM Custom Harvest
New Jersey
$44.9M +$7.8M +61,266 +20%
SCM
13
SCS Capital Management
Massachusetts
$41.4M -$633K -4,972 -1%
Stifel Financial
14
Stifel Financial
Missouri
$37.9M -$2.11M -16,593 -5%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$36.4M -$3.13M -24,554 -8%
Raymond James Financial
16
Raymond James Financial
Florida
$31.9M +$33.5M +263,253 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$29.5M +$564K +4,427 +2%
HighTower Advisors
18
HighTower Advisors
Illinois
$24.9M +$1.07M +8,370 +4%
Ameriprise
19
Ameriprise
Minnesota
$24.7M +$4.44M +34,842 +21%
Empower Advisory Group
20
Empower Advisory Group
Colorado
$24M +$754K +5,918 +3%
QC
21
Quadrature Capital
United Kingdom
$24M +$25.2M +197,818 New
Corient Private Wealth
22
Corient Private Wealth
Florida
$20.3M -$533K -4,188 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$19.1M +$4.03M +31,679 +20%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$16.8M +$1.15M +9,053 +7%
ECM
25
Evergreen Capital Management
Washington
$16.5M -$46.7K -367 -0.3%