Vanguard Financials ETF
376 hedge funds and large institutions have $3.92B invested in Vanguard Financials ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 48 closing their positions.
164% more call options, than puts
Call options by funds: $4.51M | Put options by funds: $1.7M
17% more capital invested
Capital invested by funds: $3.36B → $3.92B (+$563M)
3.02% more ownership
Funds ownership: 54.17% → 57.19% (+3%)
4% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 48
1% less funds holding
Funds holding: 378 → 376 (-2)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
23% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$197M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$121M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$73.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.8M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
-$28.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$18.9M |
| 3 |
Morgan Stanley
New York
|
-$14.4M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$11.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.3M |
VFH Hedge Fund Activity: Q1 2019 in Review
376 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2019, worth a combined $3.92B — up 17% from $3.36B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new VFH positions and 48 closed out — a net gain of 2 holders — while 109 added to existing stakes and 142 trimmed.
The largest buyer was Bank of America, adding an estimated $197M. The largest seller was Northeast Financial Consultants, cutting an estimated $28.5M.
- 376 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2019, down from 378 in Q4 2018.
- Funds reported $3.92B of Vanguard Financials ETF stock for Q1 2019, up 17% quarter-over-quarter.
- 50 funds opened new Vanguard Financials ETF positions in Q1 2019 and 48 closed out, a net change of +2 holders.
- The largest Vanguard Financials ETF buyer in Q1 2019 was Bank of America, an estimated $197M added.
- The largest Vanguard Financials ETF seller in Q1 2019 was Northeast Financial Consultants, an estimated $28.5M sold.
Based on aggregated 13F filings for Q1 2019.