Vanguard Financials ETF
327 hedge funds and large institutions have $3.95B invested in Vanguard Financials ETF in 2017 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 121 increasing their positions, 74 reducing their positions, and 21 closing their positions.
252% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 21
64% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 74
50% more funds holding in top 10
Funds holding in top 10: 16 → 24 (+8)
19% more funds holding
Funds holding: 275 → 327 (+52)
10% more capital invested
Capital invested by funds: $3.6B → $3.95B (+$351M)
1.29% less ownership
Funds ownership: 55.45% → 54.17% (-1.3%)
20% less call options, than puts
Call options by funds: $1.98M | Put options by funds: $2.48M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$58.1M |
| 2 |
Jane Street
New York
|
+$14.2M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$10.1M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$9.88M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$7.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$73.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.2M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$7.86M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$6.06M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$5.88M |
VFH Hedge Fund Activity: Q4 2017 in Review
327 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2017, worth a combined $3.95B — up 9.7% from $3.6B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new VFH positions and 21 closed out — a net gain of 53 holders — while 121 added to existing stakes and 74 trimmed.
The largest buyer was Ameriprise, adding an estimated $58.1M. The largest seller was Bank of America, cutting an estimated $73.8M.
- 327 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2017, up from 275 in Q3 2017.
- Funds reported $3.95B of Vanguard Financials ETF stock for Q4 2017, up 9.7% quarter-over-quarter.
- 74 funds opened new Vanguard Financials ETF positions in Q4 2017 and 21 closed out, a net change of +53 holders.
- The largest Vanguard Financials ETF buyer in Q4 2017 was Ameriprise, an estimated $58.1M added.
- The largest Vanguard Financials ETF seller in Q4 2017 was Bank of America, an estimated $73.8M sold.
Based on aggregated 13F filings for Q4 2017.