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Vanguard Financials ETF

357 hedge funds and large institutions have $4.89B invested in Vanguard Financials ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

91% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 79

57% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $1.92M

24% more capital invested

Capital invested by funds: $3.95B → $4.89B (+$938M)

10.72% more ownership

Funds ownership: 54.17%64.88% (+11%)

9% more funds holding

Funds holding: 327357 (+30)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
357
Holders Change
+30
Holders Change %
+9.17%
% of All Funds
8.18%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.53%
New
55
Increased
151
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.92M
Net Calls
+$1.09M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
226
Financial Advocates Investment Management
Washington
$321K +$333K +4,624 New
WA
227
WP Advisors
California
$317K +$1.15K +16 +0.4%
GRP
228
Global Retirement Partners
California
$315K +$3.53K +49 +1%
BWA
229
BDO Wealth Advisors
Florida
$315K +$50.5K +700 +18%
Renaissance Technologies
230
Renaissance Technologies
New York
$313K -$43.3K -600 -12%
PPA
231
Parametric Portfolio Associates
Washington
$313K -$39K -541 -11%
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$312K -$16.3K -226 -5%
NA
233
NewEdge Advisors
Louisiana
$309K -$51.1K -708 -13%
AB
234
AT Bancorp
Iowa
$306K
NSIM
235
North Star Investment Management
Illinois
$298K +$11.3K +156 +4%
BFEC
236
Benjamin F. Edwards & Company
Missouri
$293K +$51.9K +719 +21%
KeyBank National Association
237
KeyBank National Association
Ohio
$285K +$44.4K +615 +18%
BAS
238
Brown Advisory Securities
Maryland
$285K +$296K +4,102 New
IA
239
IFG Advisory
Georgia
$283K +$80.1K +1,111 +37%
CHA
240
Carmichael Hill & Associates
Maryland
$282K +$7.36K +102 +3%
GFPC
241
Global Financial Private Capital
Florida
$281K -$10.1K -140 -3%
KFGK
242
Keystone Financial Group (Kentucky)
Kentucky
$280K +$29.9K +414 +11%
WIM
243
Westside Investment Management
California
$279K
OWD
244
Osborn Williams & Donohoe
Ohio
$279K +$19.5K +270 +7%
AWA
245
Arete Wealth Advisors
Illinois
$278K +$721 +10 +0.3%
RIA
246
Regal Investment Advisors
Michigan
$276K +$287K +3,979 New
CBT
247
Capital Bank & Trust
California
$273K
PFA
248
Paradigm Financial Advisors
Missouri
$270K +$280K +3,889 New
APA
249
American Portfolios Advisors
New York
$266K -$176K -2,440 -39%
LIM
250
Leavell Investment Management
Alabama
$265K +$6.13K +85 +2%

VFH Hedge Fund Activity: Q1 2018 in Review

357 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2018, worth a combined $4.89B — up 24% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VFH positions and 23 closed out — a net gain of 32 holders — while 151 added to existing stakes and 79 trimmed.

The largest buyer was Bank of America, adding an estimated $416M. The largest seller was Ameriprise, cutting an estimated $26.4M.

  • 357 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2018, up from 327 in Q4 2017.
  • Funds reported $4.89B of Vanguard Financials ETF stock for Q1 2018, up 24% quarter-over-quarter.
  • 55 funds opened new Vanguard Financials ETF positions in Q1 2018 and 23 closed out, a net change of +32 holders.
  • The largest Vanguard Financials ETF buyer in Q1 2018 was Bank of America, an estimated $416M added.
  • The largest Vanguard Financials ETF seller in Q1 2018 was Ameriprise, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2018.