Vanguard Financials ETF
275 hedge funds and large institutions have $3.6B invested in Vanguard Financials ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 114 increasing their positions, 67 reducing their positions, and 16 closing their positions.
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
70% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 67
46% more call options, than puts
Call options by funds: $6.62M | Put options by funds: $4.54M
43% more capital invested
Capital invested by funds: $2.52B → $3.6B (+$1.08B)
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
12.66% more ownership
Funds ownership: 42.79% → 55.45% (+13%)
6% more funds holding
Funds holding: 260 → 275 (+15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$766M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$84.5M |
| 3 |
Morgan Stanley
New York
|
+$11.5M |
| 4 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$6.19M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$5.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.8M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.84M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$5.09M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$5.08M |
| 5 |
SG Americas Securities
New York
|
-$2.31M |
VFH Hedge Fund Activity: Q3 2017 in Review
275 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2017, worth a combined $3.6B — up 43% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VFH positions and 16 closed out — a net gain of 19 holders — while 114 added to existing stakes and 67 trimmed.
The largest buyer was Bank of America, adding an estimated $766M. The largest seller was Fidelity Investments, cutting an estimated $10.8M.
- 275 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2017, up from 260 in Q2 2017.
- Funds reported $3.6B of Vanguard Financials ETF stock for Q3 2017, up 43% quarter-over-quarter.
- 35 funds opened new Vanguard Financials ETF positions in Q3 2017 and 16 closed out, a net change of +19 holders.
- The largest Vanguard Financials ETF buyer in Q3 2017 was Bank of America, an estimated $766M added.
- The largest Vanguard Financials ETF seller in Q3 2017 was Fidelity Investments, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2017.