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Vanguard Financials ETF
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Overview Fund Activity

140 hedge funds and large institutions have $2.24B invested in Vanguard Financials ETF in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
–
Holders Change %
0%
% of All Funds
3.74%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
22
Increased
45
Reduced
49
Closed
21
Calls
$830K
Puts
$729K
Net Calls
+$101K
Net Calls Change
+$804K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$301M
2
Bank of America
2
Bank of America
North Carolina
$1.44B
3
SIA
3
Spruce Investment Advisors
Connecticut
$8.56M
4
Morgan Stanley
4
Morgan Stanley
New York
$78.3M
5
TRCT
5
Tower Research Capital (TRC)
New York
$4.64M

Top Sellers

1
FMLI
1
Fukoku Mutual Life Insurance
Japan
$0
2
UBS Group
2
UBS Group
Switzerland
$55.3M
3
QA
3
Quantitative Advantage
Minnesota
$0
4
AIC
4
Ayalon Insurance Company
Israel
$6.15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$357K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
Edge Wealth Management
New York
$22K – – –
EWM
127
Evercore Wealth Management
New York
$17K – – –
JIC
128
Joel Isaacson & Co
New York
$17K – – –
HR
129
Howe & Rusling
New York
$16K +$16K +339 New
OFS
130
Orrstown Financial Services
Pennsylvania
$13K +$13K +278 New
GWS
131
Glassman Wealth Services
Virginia
$11K – – –
GWM
132
Geneos Wealth Management
Colorado
$11K +$11K +249 New
IWM
133
Integrated Wealth Management
California
$10K – – –
QAM
134
QCI Asset Management
New York
$9K – – –
ACM
135
Argentus Capital Management
Texas
$8K -$19.5K -400 -71%
HPBT
136
High Point Bank & Trust
North Carolina
$7K – – –
VIA
137
Vantage Investment Advisors
Pennsylvania
$5K – – –
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +81 New
IA
139
IndexIQ Advisors
New York
$2K -$5.17K -106 -72%
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
BP
141
Ballentine Partners
Massachusetts
$1K +$1K +16 New
FMLI
142
Fukoku Mutual Life Insurance
Japan
– -$7.34M -151,500 Closed
QA
143
Quantitative Advantage
Minnesota
– -$6.7M -138,232 Closed
AP
144
Advisors Preferred
Maryland
– -$2.64M -54,441 Closed
SEIA
145
Signature Estate & Investment Advisors
California
– -$2.09M -43,149 Closed
PMG
146
ProVise Management Group
Florida
– -$1.57M -32,443 Closed
Comerica Bank
147
Comerica Bank
Texas
– -$917K -20,342 Closed
DHFB
148
Dixon Hubard Feinour & Brown
Virginia
– -$907K -18,720 Closed
Fisher Asset Management
149
Fisher Asset Management
Washington
– -$835K -17,237 Closed
FNB
150
First Niagara Bank
New York
– -$477K -9,846 Closed
3 4 5
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