Vanguard Financials ETF
347 hedge funds and large institutions have $3.1B invested in Vanguard Financials ETF in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 150 reducing their positions, and 96 closing their positions.
34% more call options, than puts
Call options by funds: $989K | Put options by funds: $738K
0.1% less ownership
Funds ownership: 60.94% → 60.84% (-0.1%)
14% less funds holding
Funds holding: 404 → 347 (-57)
27% less funds holding in top 10
Funds holding in top 10: 15 → 11 (-4)
36% less capital invested
Capital invested by funds: $4.85B → $3.1B (-$1.76B)
39% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 150
56% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$40.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$13.1M |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$12.3M |
| 5 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$74.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$66.8M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$50.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$34.1M |
| 5 |
Morgan Stanley
New York
|
-$23.6M |
VFH Hedge Fund Activity: Q1 2020 in Review
347 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2020, worth a combined $3.1B — down 36% from $4.85B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of VFH and 42 opened new positions — a net loss of 54 holders — while 150 trimmed existing stakes and 91 added.
The largest buyer was Bank of America, adding an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $74.3M.
- 347 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2020, down from 404 in Q4 2019.
- Funds reported $3.1B of Vanguard Financials ETF stock for Q1 2020, down 36% quarter-over-quarter.
- 42 funds opened new Vanguard Financials ETF positions in Q1 2020 and 96 closed out, a net change of -54 holders.
- The largest Vanguard Financials ETF buyer in Q1 2020 was Bank of America, an estimated $104M added.
- The largest Vanguard Financials ETF seller in Q1 2020 was JP Morgan Chase, an estimated $74.3M sold.
Based on aggregated 13F filings for Q1 2020.