Vanguard Financials ETF
260 hedge funds and large institutions have $2.52B invested in Vanguard Financials ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 73 reducing their positions, and 20 closing their positions.
1,012% more call options, than puts
Call options by funds: $7.51M | Put options by funds: $676K
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
30% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 73
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
7% more funds holding
Funds holding: 243 → 260 (+17)
3% less capital invested
Capital invested by funds: $2.61B → $2.52B (-$89M)
3.06% less ownership
Funds ownership: 45.85% → 42.79% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$16.6M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$13.6M |
| 3 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
+$11.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$11.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$209M |
| 2 |
Citigroup
New York
|
-$19.5M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$15.1M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$14.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.1M |
VFH Hedge Fund Activity: Q2 2017 in Review
260 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2017, worth a combined $2.52B — down 3.4% from $2.61B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new VFH positions and 20 closed out — a net gain of 20 holders — while 95 added to existing stakes and 73 trimmed.
The largest buyer was Quantitative Investment Management, opening a new position worth an estimated $16.6M. The largest seller was Bank of America, cutting an estimated $209M.
- 260 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2017, up from 243 in Q1 2017.
- Funds reported $2.52B of Vanguard Financials ETF stock for Q2 2017, down 3.4% quarter-over-quarter.
- 40 funds opened new Vanguard Financials ETF positions in Q2 2017 and 20 closed out, a net change of +20 holders.
- The largest Vanguard Financials ETF buyer in Q2 2017 was Quantitative Investment Management, an estimated $16.6M added.
- The largest Vanguard Financials ETF seller in Q2 2017 was Bank of America, an estimated $209M sold.
Based on aggregated 13F filings for Q2 2017.