Vanguard Financials ETF
243 hedge funds and large institutions have $2.61B invested in Vanguard Financials ETF in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 54 reducing their positions, and 24 closing their positions.
125% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 24
83% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 54
13% more funds holding
Funds holding: 216 → 243 (+27)
12% more capital invested
Capital invested by funds: $2.32B → $2.61B (+$289M)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
6% less call options, than puts
Call options by funds: $919K | Put options by funds: $980K
2.32% less ownership
Funds ownership: 48.17% → 45.85% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$126M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$31.5M |
| 3 |
Citigroup
New York
|
+$24.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$17.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$27.9M |
| 2 |
RIG
Roosevelt Investment Group
New York
|
-$4.69M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$3.76M |
| 4 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$3.01M |
| 5 |
RW
Rand Wealth
Baltimore,
Maryland
|
-$2.67M |
VFH Hedge Fund Activity: Q1 2017 in Review
243 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2017, worth a combined $2.61B — up 12% from $2.32B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new VFH positions and 24 closed out — a net gain of 30 holders — while 99 added to existing stakes and 54 trimmed.
The largest buyer was Bank of America, adding an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $27.9M.
- 243 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2017, up from 216 in Q4 2016.
- Funds reported $2.61B of Vanguard Financials ETF stock for Q1 2017, up 12% quarter-over-quarter.
- 54 funds opened new Vanguard Financials ETF positions in Q1 2017 and 24 closed out, a net change of +30 holders.
- The largest Vanguard Financials ETF buyer in Q1 2017 was Bank of America, an estimated $126M added.
- The largest Vanguard Financials ETF seller in Q1 2017 was Fidelity Investments, an estimated $27.9M sold.
Based on aggregated 13F filings for Q1 2017.