Vanguard Financials ETF
110 hedge funds and large institutions have $1.15B invested in Vanguard Financials ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 11 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 23
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
5% more funds holding
Funds holding: 105 → 110 (+5)
2% more capital invested
Capital invested by funds: $1.12B → $1.15B (+$27.6M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
7.1% less ownership
Funds ownership: 50.89% → 43.8% (-7.1%)
51% less call options, than puts
Call options by funds: $424K | Put options by funds: $860K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$114M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$42.8M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$10.3M |
| 4 |
Morgan Stanley
New York
|
+$4.48M |
| 5 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$241M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.85M |
| 3 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$2.26M |
| 4 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$1.54M |
| 5 |
RW
Rand Wealth
Baltimore,
Maryland
|
-$1.38M |
VFH Hedge Fund Activity: Q4 2014 in Review
110 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2014, worth a combined $1.15B — up 2.5% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VFH positions and 11 closed out — a net gain of 8 holders — while 46 added to existing stakes and 23 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $114M. The largest seller was Bank of America, cutting an estimated $241M.
- 110 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2014, up from 105 in Q3 2014.
- Funds reported $1.15B of Vanguard Financials ETF stock for Q4 2014, up 2.5% quarter-over-quarter.
- 19 funds opened new Vanguard Financials ETF positions in Q4 2014 and 11 closed out, a net change of +8 holders.
- The largest Vanguard Financials ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $114M added.
- The largest Vanguard Financials ETF seller in Q4 2014 was Bank of America, an estimated $241M sold.
Based on aggregated 13F filings for Q4 2014.