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Vanguard Financials ETF

547 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

712% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $763K

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

12% more capital invested

Capital invested by funds: $4.21B → $4.73B (+$525M)

3.72% more ownership

Funds ownership: 53.24%56.97% (+3.7%)

3% more funds holding

Funds holding: 532547 (+15)

2% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 181

Holders
547
Holders Change
+15
Holders Change %
+2.82%
% of All Funds
8.68%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
178
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$14.5M +$156K +1,868 +1%
SFM
27
Soros Fund Management
New York
$14M -$2M -23,912 -12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$14M +$153K +1,833 +1%
FSC
29
Full Sail Capital
Oklahoma
$14M -$111K -1,329 -0.8%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$13.3M +$10.8M +128,720 +354%
AAS
31
Avantax Advisory Services
Texas
$12.9M +$2.27M +27,144 +20%
Corient Private Wealth
32
Corient Private Wealth
Florida
$12.1M -$432K -5,170 -3%
Goldman Sachs
33
Goldman Sachs
New York
$12M -$369K -4,418 -3%
JP Morgan Chase
34
JP Morgan Chase
New York
$11.8M -$72.4K -866 -0.6%
TCOO
35
Trust Company of Oklahoma
Oklahoma
$11.6M -$368K -4,398 -3%
CWM
36
CMH Wealth Management
New Hampshire
$11.6M +$308K +3,683 +3%
CMA
37
Cedar Mountain Advisors
Oregon
$11.5M +$94.5K +1,131 +0.8%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$11.3M -$3.02M -36,119 -20%
AWS
39
Atria Wealth Solutions
New York
$11.3M +$8.33M +99,635 +245%
EC
40
Estate Counselors
Wisconsin
$10.1M -$277K -3,310 -3%
AWM
41
AE Wealth Management
Kansas
$9.87M -$157K -1,879 -2%
NFC
42
Northeast Financial Consultants
Connecticut
$9.81M -$240K -2,875 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$9.56M +$1.57M +18,821 +19%
Mariner
44
Mariner
Kansas
$9.52M +$44.2K +529 +0.4%
TWC
45
TD Waterhouse Canada
Ontario, Canada
$9.51M +$2.1M +25,119 +27%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$9.41M +$1.25M +15,002 +15%
MFG
47
Marmo Financial Group
Tennessee
$9.04M -$183K -2,185 -2%
WA
48
WBH Advisory
Maryland
$8.94M -$275K -3,284 -3%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$8.73M +$9.08M +108,666 New
EWG
50
Executive Wealth Group
Washington
$8.72M +$30.3K +363 +0.3%