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Vanguard Financials ETF

547 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

712% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $763K

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

12% more capital invested

Capital invested by funds: $4.21B → $4.73B (+$525M)

3.72% more ownership

Funds ownership: 53.24%56.97% (+3.7%)

3% more funds holding

Funds holding: 532547 (+15)

2% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 181

Holders
547
Holders Change
+15
Holders Change %
+2.82%
% of All Funds
8.68%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
178
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
176
Cladis Investment Advisory
Montana
$1.11M +$54.3K +650 +5%
GT
177
Glenmede Trust
Pennsylvania
$1.1M -$68K -814 -6%
WWM
178
Western Wealth Management
Colorado
$1.06M -$74.9K -896 -6%
EFS
179
Essex Financial Services
Connecticut
$1.06M +$35.8K +428 +3%
KF
180
Krilogy Financial
Missouri
$1.06M -$8.03K -96 -0.7%
DWT
181
Dorsey & Whitney Trust
South Dakota
$1.06M -$205K -2,450 -16%
ISL
182
Ingalls & Snyder LLC
New York
$1.05M +$33.4K +400 +3%
BCMLT
183
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.05M
AAS
184
Ameritas Advisory Services
Nebraska
$1.02M +$813K +9,730 +326%
FTUS
185
Flow Traders U.S.
New York
$1.02M +$787K +9,414 +288%
KPWS
186
Kestra Private Wealth Services
Texas
$1.01M +$11K +131 +1%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$1M +$1.05M +12,505 New
MFG
188
Magnus Financial Group
New York
$985K +$5.6K +67 +0.5%
MCM
189
Manchester Capital Management
Vermont
$977K
SPIA
190
Steward Partners Investment Advisory
New York
$970K -$60.9K -729 -6%
EWA
191
Evolution Wealth Advisors
Florida
$960K -$7.52K -90 -0.7%
PWAC
192
Private Wealth Advisors (California)
California
$959K +$2.26K +27 +0.2%
Neuberger Berman Group
193
Neuberger Berman Group
New York
$958K +$10.1K +121 +1%
FTS
194
Fifth Third Securities
Ohio
$956K -$37.5K -449 -4%
CFGS
195
Concourse Financial Group Securities
Alabama
$945K +$246K +2,937 +34%
WA
196
Wealth Alliance
New York
$936K -$11.8K -141 -1%
RFM
197
Royal Fund Management
Florida
$922K +$217K +2,595 +29%
CCA
198
Checchi Capital Advisers
California
$912K -$150K -1,798 -14%
IFWM
199
Institute for Wealth Management
Colorado
$907K +$944K +11,290 New
PAG
200
Private Advisory Group
Washington
$902K