Vanguard Financials ETF
373 hedge funds and large institutions have $3.23B invested in Vanguard Financials ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 125 reducing their positions, and 30 closing their positions.
166% more call options, than puts
Call options by funds: $1.31M | Put options by funds: $492K
63% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 30
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
4% more funds holding
Funds holding: 358 → 373 (+15)
5% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 125
1.43% less ownership
Funds ownership: 58.71% → 57.28% (-1.4%)
7% less capital invested
Capital invested by funds: $3.48B → $3.23B (-$250M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
+$13.2M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$11.9M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$6.92M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.33M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$5.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$174M |
| 2 |
JP Morgan Chase
New York
|
-$121M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$52.4M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$12.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.81M |
VFH Hedge Fund Activity: Q3 2020 in Review
373 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2020, worth a combined $3.23B — down 7.2% from $3.48B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new VFH positions and 30 closed out — a net gain of 19 holders — while 119 added to existing stakes and 125 trimmed.
The largest buyer was ALPS Advisors, opening a new position worth an estimated $13.2M. The largest seller was Bank of America, cutting an estimated $174M.
- 373 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2020, up from 358 in Q2 2020.
- Funds reported $3.23B of Vanguard Financials ETF stock for Q3 2020, down 7.2% quarter-over-quarter.
- 49 funds opened new Vanguard Financials ETF positions in Q3 2020 and 30 closed out, a net change of +19 holders.
- The largest Vanguard Financials ETF buyer in Q3 2020 was ALPS Advisors, an estimated $13.2M added.
- The largest Vanguard Financials ETF seller in Q3 2020 was Bank of America, an estimated $174M sold.
Based on aggregated 13F filings for Q3 2020.