Vanguard Financials ETF
140 hedge funds and large institutions have $1.86B invested in Vanguard Financials ETF in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 16 closing their positions.
130% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 27
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
22% more capital invested
Capital invested by funds: $1.53B → $1.86B (+$331M)
6% more funds holding
Funds holding: 132 → 140 (+8)
3.87% more ownership
Funds ownership: 50.49% → 54.35% (+3.9%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $704K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$229M |
| 2 |
Morgan Stanley
New York
|
+$16.1M |
| 3 |
Goldman Sachs
New York
|
+$12.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.99M |
| 5 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$6.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$19.7M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$8.31M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$5.06M |
| 4 |
VF
Virtu Financial
New York
|
-$3.23M |
| 5 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$3.08M |
VFH Hedge Fund Activity: Q4 2015 in Review
140 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2015, worth a combined $1.86B — up 22% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new VFH positions and 16 closed out — a net gain of 8 holders — while 62 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $229M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $19.7M sold.
- 140 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2015, up from 132 in Q3 2015.
- Funds reported $1.86B of Vanguard Financials ETF stock for Q4 2015, up 22% quarter-over-quarter.
- 24 funds opened new Vanguard Financials ETF positions in Q4 2015 and 16 closed out, a net change of +8 holders.
- The largest Vanguard Financials ETF buyer in Q4 2015 was Bank of America, an estimated $229M added.
- The largest Vanguard Financials ETF seller in Q4 2015 was Nan Shan Life Insurance, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2015.