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Vanguard Financials ETF
615 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 159 increasing their positions, 210 reducing their positions, and 52 closing their positions.
New
Increased
Maintained
Reduced
Closed
877% more call options, than puts
Call options by funds: $7.61M | Put options by funds: $779K
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
2.09% more ownership
Funds ownership: 53.21% → 55.3% (+2.1%)
10% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 52
1% more capital invested
Capital invested by funds: $5.02B → $5.04B (+$25.2M)
1% less funds holding
Funds holding: 623 → 615 (-8)
24% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 210
Holders
615
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
8.88%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
57
Increased
159
Reduced
210
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$175M |
| 2 |
JP Morgan Chase
New York
|
+$60.6M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$36.9M |
| 4 |
BWA
Bordeaux Wealth Advisors
Menlo Park,
California
|
+$10.7M |
| 5 |
TF
Theory Financial
Fort Collins,
Colorado
|
+$6.24M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$28.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.9M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$10.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.81M |
| 5 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$7.68M |
