Vanguard Financials ETF
145 hedge funds and large institutions have $2.09B invested in Vanguard Financials ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 21 closing their positions.
30% more call options, than puts
Call options by funds: $747K | Put options by funds: $573K
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
4% more funds holding
Funds holding: 140 → 145 (+5)
2.29% less ownership
Funds ownership: 64.28% → 61.99% (-2.3%)
7% less capital invested
Capital invested by funds: $2.24B → $2.09B (-$157M)
21% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 52
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$21.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$7.82M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.69M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.84M |
| 5 |
FFC
First Financial Corp
Terre Haute,
Indiana
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$202M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.1M |
| 3 |
Morgan Stanley
New York
|
-$11.7M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$7.84M |
| 5 |
LPL Financial
San Diego,
California
|
-$6.47M |
VFH Hedge Fund Activity: Q2 2016 in Review
145 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2016, worth a combined $2.09B — down 7% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new VFH positions and 21 closed out — a net gain of 6 holders — while 41 added to existing stakes and 52 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $21.8M. The largest seller was Bank of America, cutting an estimated $202M.
- 145 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2016, up from 140 in Q1 2016.
- Funds reported $2.09B of Vanguard Financials ETF stock for Q2 2016, down 7% quarter-over-quarter.
- 27 funds opened new Vanguard Financials ETF positions in Q2 2016 and 21 closed out, a net change of +6 holders.
- The largest Vanguard Financials ETF buyer in Q2 2016 was Goldman Sachs, an estimated $21.8M added.
- The largest Vanguard Financials ETF seller in Q2 2016 was Bank of America, an estimated $202M sold.
Based on aggregated 13F filings for Q2 2016.