Vanguard Financials ETF
378 hedge funds and large institutions have $3.36B invested in Vanguard Financials ETF in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 62 closing their positions.
36% more call options, than puts
Call options by funds: $2.03M | Put options by funds: $1.49M
16% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 62
1% more funds holding
Funds holding: 373 → 378 (+5)
2.67% less ownership
Funds ownership: 56.84% → 54.17% (-2.7%)
21% less funds holding in top 10
Funds holding in top 10: 19 → 15 (-4)
24% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 135
28% less capital invested
Capital invested by funds: $4.68B → $3.36B (-$1.32B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$21.3M |
| 2 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
+$10.1M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$6.64M |
| 4 |
WCP
Welch Capital Partners
Harrison,
New York
|
+$6.12M |
| 5 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$6.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
-$233M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$184M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$129M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$45M |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$38M |
VFH Hedge Fund Activity: Q4 2018 in Review
378 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2018, worth a combined $3.36B — down 28% from $4.68B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new VFH positions and 62 closed out — a net gain of 10 holders — while 103 added to existing stakes and 135 trimmed.
The largest buyer was Stifel Financial, adding an estimated $21.3M. The largest seller was Churchill Management, exiting entirely with an estimated $233M sold.
- 378 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2018, up from 373 in Q3 2018.
- Funds reported $3.36B of Vanguard Financials ETF stock for Q4 2018, down 28% quarter-over-quarter.
- 72 funds opened new Vanguard Financials ETF positions in Q4 2018 and 62 closed out, a net change of +10 holders.
- The largest Vanguard Financials ETF buyer in Q4 2018 was Stifel Financial, an estimated $21.3M added.
- The largest Vanguard Financials ETF seller in Q4 2018 was Churchill Management, an estimated $233M sold.
Based on aggregated 13F filings for Q4 2018.