Vanguard Financials ETF
157 hedge funds and large institutions have $1.89B invested in Vanguard Financials ETF in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 13 closing their positions.
179% more call options, than puts
Call options by funds: $1.3M | Put options by funds: $464K
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
61% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 38
8% more funds holding
Funds holding: 145 → 157 (+12)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
3.74% less ownership
Funds ownership: 61.99% → 58.25% (-3.7%)
10% less capital invested
Capital invested by funds: $2.09B → $1.89B (-$199M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$120M |
| 2 |
Morgan Stanley
New York
|
+$35.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11.2M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$10.9M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$5.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$416M |
| 2 |
Goldman Sachs
New York
|
-$43.8M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$14.3M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$11.7M |
| 5 |
SG Americas Securities
New York
|
-$5.32M |
VFH Hedge Fund Activity: Q3 2016 in Review
157 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2016, worth a combined $1.89B — down 9.5% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new VFH positions and 13 closed out — a net gain of 16 holders — while 61 added to existing stakes and 38 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $120M. The largest seller was Bank of America, cutting an estimated $416M.
- 157 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2016, up from 145 in Q2 2016.
- Funds reported $1.89B of Vanguard Financials ETF stock for Q3 2016, down 9.5% quarter-over-quarter.
- 29 funds opened new Vanguard Financials ETF positions in Q3 2016 and 13 closed out, a net change of +16 holders.
- The largest Vanguard Financials ETF buyer in Q3 2016 was Beacon Capital Management Inc (Ohio), an estimated $120M added.
- The largest Vanguard Financials ETF seller in Q3 2016 was Bank of America, an estimated $416M sold.
Based on aggregated 13F filings for Q3 2016.