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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
HW
51
Hamilton Wealth
California
$8.69M +$2.83M +33,861 +46%
RWG
52
Ratio Wealth Group
Colorado
$8.24M -$1.56M -18,625 -15%
Creative Planning
53
Creative Planning
Kansas
$8.21M +$1.17M +14,037 +16%
PL
54
Polianta Ltd
Jersey
$8.19M +$8.53M +102,000 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$7.94M -$163K -1,948 -2%
NYLIM
56
New York Life Investment Management
New York
$7.9M -$2.59M -30,965 -24%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$7.81M +$31.4K +376 +0.4%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$7.25M -$337K -4,032 -4%
ECM
59
Exchange Capital Management
Michigan
$7.14M +$125K +1,491 +2%
Citadel Advisors
60
Citadel Advisors
Florida
$7.07M +$2.7M +32,270 +58%
CAM
61
Cresset Asset Management
Illinois
$6.95M +$423K +5,062 +6%
AIC
62
Ayalon Insurance Company
Israel
$6.74M
AI
63
Atria Investments
North Carolina
$6.67M +$6.94M +83,025 New
Truist Financial
64
Truist Financial
North Carolina
$6.35M -$89.3K -1,068 -1%
WAM
65
WFA Asset Management
Wisconsin
$6.21M +$364K +4,360 +6%
GA
66
Greytown Advisors
Florida
$6.12M -$78.1K -934 -1%
CC
67
Callan Capital
California
$5.74M +$811K +9,703 +16%
DI
68
DAGCO Inc
Ohio
$5.74M +$2.39M +28,576 +342%
SWP
69
Strategic Wealth Partners
Ohio
$5.36M +$287K +3,438 +5%
TFA
70
Tranquilli Financial Advisor
New Jersey
$5.29M +$5.51M +65,878 New
CAG
71
Compass Advisory Group
New York
$5.24M +$5.46M +65,259 New
AFS
72
Axiom Financial Strategies
Indiana
$4.96M -$439K -5,249 -8%
KTA
73
Keeley-Teton Advisors
Illinois
$4.88M +$13.3K +159 +0.3%
MML Investors Services
74
MML Investors Services
Massachusetts
$4.73M -$535K -6,402 -10%
LCM
75
LCM Capital Management
Illinois
$4.68M +$275K +3,293 +6%