Vanguard Financials ETF
358 hedge funds and large institutions have $3.48B invested in Vanguard Financials ETF in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 151 reducing their positions, and 40 closing their positions.
73% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $762K
43% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 40
12% more capital invested
Capital invested by funds: $3.1B → $3.48B (+$379M)
3% more funds holding
Funds holding: 347 → 358 (+11)
2.13% less ownership
Funds ownership: 60.84% → 58.71% (-2.1%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
45% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 151
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$138M |
| 2 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$34.4M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$29.9M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$12.2M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$127M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$38.7M |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$7.56M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.77M |
VFH Hedge Fund Activity: Q2 2020 in Review
358 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2020, worth a combined $3.48B — up 12% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new VFH positions and 40 closed out — a net gain of 17 holders — while 83 added to existing stakes and 151 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $138M. The largest seller was Bank of America, cutting an estimated $127M.
- 358 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2020, up from 347 in Q1 2020.
- Funds reported $3.48B of Vanguard Financials ETF stock for Q2 2020, up 12% quarter-over-quarter.
- 57 funds opened new Vanguard Financials ETF positions in Q2 2020 and 40 closed out, a net change of +17 holders.
- The largest Vanguard Financials ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $138M added.
- The largest Vanguard Financials ETF seller in Q2 2020 was Bank of America, an estimated $127M sold.
Based on aggregated 13F filings for Q2 2020.