Vanguard Financials ETF
VFH
84 hedge funds and large institutions have $715M invested in Vanguard Financials ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 11 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 23
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
21% more capital invested
Capital invested by funds: $589M → $715M (+$126M)
4% more funds holding
Funds holding: 81 → 84 (+3)
2.35% more ownership
Funds ownership: 39.14% → 41.49% (+2.3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $351K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$30.3M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$4.91M |
| 3 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$4.08M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$4.05M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$3.92M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$2.1M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.97M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$1.21M |
| 5 |
TU
TDAM USA
Toronto,
Ontario, Canada
|
-$1.04M |
VFH Hedge Fund Activity: Q4 2013 in Review
84 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2013, worth a combined $715M — up 21% from $589M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VFH positions and 11 closed out — a net gain of 3 holders — while 33 added to existing stakes and 23 trimmed.
The largest buyer was Bank of America, adding an estimated $30.3M. The largest seller was Quantitative Advantage, exiting entirely with an estimated $3.92M sold.
- 84 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2013, up from 81 in Q3 2013.
- Funds reported $715M of Vanguard Financials ETF stock for Q4 2013, up 21% quarter-over-quarter.
- 14 funds opened new Vanguard Financials ETF positions in Q4 2013 and 11 closed out, a net change of +3 holders.
- The largest Vanguard Financials ETF buyer in Q4 2013 was Bank of America, an estimated $30.3M added.
- The largest Vanguard Financials ETF seller in Q4 2013 was Quantitative Advantage, an estimated $3.92M sold.
Based on aggregated 13F filings for Q4 2013.