Vanguard Financials ETF
364 hedge funds and large institutions have $4.34B invested in Vanguard Financials ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 41 closing their positions.
11% more capital invested
Capital invested by funds: $3.92B → $4.34B (+$422M)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
0.97% more ownership
Funds ownership: 57.19% → 58.16% (+0.97%)
3% less funds holding
Funds holding: 376 → 364 (-12)
14% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 136
20% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$190M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$37.2M |
| 3 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
+$18.6M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$8.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$50.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.5M |
| 3 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$11.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$9.42M |
VFH Hedge Fund Activity: Q2 2019 in Review
364 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2019, worth a combined $4.34B — up 11% from $3.92B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of VFH and 33 opened new positions — a net loss of 8 holders — while 136 trimmed existing stakes and 117 added.
The largest buyer was JP Morgan Chase, adding an estimated $190M. The largest seller was Avantax Planning Partners, cutting an estimated $50.6M.
- 364 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2019, down from 376 in Q1 2019.
- Funds reported $4.34B of Vanguard Financials ETF stock for Q2 2019, up 11% quarter-over-quarter.
- 33 funds opened new Vanguard Financials ETF positions in Q2 2019 and 41 closed out, a net change of -8 holders.
- The largest Vanguard Financials ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $190M added.
- The largest Vanguard Financials ETF seller in Q2 2019 was Avantax Planning Partners, an estimated $50.6M sold.
Based on aggregated 13F filings for Q2 2019.