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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
ETC
76
Exchange Traded Concepts
Oklahoma
$4.68M +$1.35M +16,190 +39%
TC
77
TAP Consulting
Missouri
$4.67M +$123K +1,474 +3%
CFP
78
Curran Financial Partners
South Carolina
$4.62M -$616K -7,371 -11%
Jane Street
79
Jane Street
New York
$4.54M +$1.61M +19,223 +51%
ST
80
Sabal Trust
Florida
$4.46M +$8.95K +107 +0.2%
CI
81
Cavalier Investments
Georgia
$4.44M +$169K +2,027 +4%
FFL
82
Financial Freedom LLC
Ohio
$4.38M +$51.4K +615 +1%
SCM
83
SOL Capital Management
Maryland
$4.22M -$531K -6,350 -11%
MECA
84
Miller Equity Capital Advisors
Texas
$4.03M +$83.6K +1,000 +2%
CTC
85
Chai Trust Company
Illinois
$3.76M +$604K +7,229 +18%
TF
86
Theory Financial
Colorado
$3.58M -$134K -1,606 -3%
AIM
87
Allen Investment Management
New York
$3.54M -$1.64M -19,660 -31%
ZIG
88
Zurich Insurance Group
Switzerland
$3.53M
RCS
89
Retirement Capital Strategies
California
$3.49M +$3.63M +43,464 New
IWC
90
Integrated Wealth Concepts
Massachusetts
$3.47M +$60.6K +725 +2%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$3.47M -$145K -1,738 -4%
BC
92
Bartlett & Co
Ohio
$3.47M -$145K -1,738 -4%
MFG
93
Merit Financial Group
Georgia
$3.44M +$7.19K +86 +0.2%
PNC
94
Park National Corp
Ohio
$3.42M +$68.7K +822 +2%
JIC
95
Johnson Investment Counsel
Ohio
$3.41M -$101K -1,208 -3%
ACA
96
Atlas Capital Advisors
Wyoming
$3.3M -$59.8K -715 -2%
MM
97
Main Management
California
$3.16M -$2.24M -26,849 -41%
PAG
98
Private Advisor Group
New Jersey
$3.12M -$45.7K -547 -1%
PWM
99
Penobscot Wealth Management
Maine
$3.08M +$1.25K +15 +0%
NAMP
100
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.07M +$20.9K +250 +0.7%