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Vanguard Financials ETF

357 hedge funds and large institutions have $4.16B invested in Vanguard Financials ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $456K

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.32% less ownership

Funds ownership: 58.16%57.84% (-0.32%)

4% less capital invested

Capital invested by funds: $4.34B → $4.16B (-$183M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

2% less funds holding

Funds holding: 364357 (-7)

30% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 132

Holders
357
Holders Change
-7
Holders Change %
-1.92%
% of All Funds
7.83%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
39
Increased
92
Reduced
132
Closed
42
Calls
$3.17M
Puts
$456K
Net Calls
+$2.71M
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
151
Clearwater Capital Advisors
Illinois
$859K -$306K -4,423 -26%
PAG
152
Pinnacle Advisory Group
Maryland
$856K -$571K -8,264 -40%
VFA
153
Voya Financial Advisors
Connecticut
$853K +$133K +1,923 +19%
VWM
154
Valley Wealth Managers
New Jersey
$822K -$100K -1,450 -11%
SC
155
Scotia Capital
Ontario, Canada
$799K -$49.6K -718 -6%
ASN
156
Advisory Services Network
Georgia
$794K
AAM
157
Autus Asset Management
Arizona
$794K +$38.4K +555 +5%
IA
158
IndexIQ Advisors
New York
$792K +$214K +3,099 +38%
CF
159
Centaurus Financial
California
$790K +$164K +2,370 +27%
SCA
160
Spearhead Capital Advisors
Florida
$789K -$7.33K -106 -0.9%
Renaissance Technologies
161
Renaissance Technologies
New York
$784K +$6.91K +100 +0.9%
ACM
162
Advisors Capital Management
New Jersey
$770K +$6.08K +88 +0.8%
LWM
163
Liberty Wealth Management
California
$766K -$14.5K -210 -2%
CAN
164
Cetera Advisor Networks
California
$744K -$24.9K -360 -3%
Brown Advisory
165
Brown Advisory
Maryland
$708K -$458K -6,630 -40%
Comerica Bank
166
Comerica Bank
Texas
$695K
DWM
167
Doyle Wealth Management
Florida
$676K -$45.2K -654 -6%
KF
168
Krilogy Financial
Missouri
$674K -$829 -12 -0.1%
US Bancorp
169
US Bancorp
Minnesota
$655K -$20.1K -291 -3%
BRWA
170
B. Riley Wealth Advisors
Florida
$653K -$20.9K -302 -3%
BIA
171
Bigelow Investment Advisors
Maine
$639K
PFA
172
Paradigm Financial Advisors
Missouri
$615K -$51.8K -750 -8%
DADC
173
D.A. Davidson & Co
Montana
$615K +$32.6K +472 +6%
VDFA
174
Vickerman & Driscoll Financial Advisors
Washington
$611K -$9.19K -133 -2%
AIM
175
AMI Investment Management
Indiana
$597K

VFH Hedge Fund Activity: Q3 2019 in Review

357 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2019, worth a combined $4.16B — down 4.2% from $4.34B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of VFH and 39 opened new positions — a net loss of 3 holders — while 132 trimmed existing stakes and 92 added.

The largest buyer was JP Morgan Chase, adding an estimated $211M. The largest seller was Bank of America, cutting an estimated $372M.

  • 357 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2019, down from 364 in Q2 2019.
  • Funds reported $4.16B of Vanguard Financials ETF stock for Q3 2019, down 4.2% quarter-over-quarter.
  • 39 funds opened new Vanguard Financials ETF positions in Q3 2019 and 42 closed out, a net change of -3 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $211M added.
  • The largest Vanguard Financials ETF seller in Q3 2019 was Bank of America, an estimated $372M sold.

Based on aggregated 13F filings for Q3 2019.