Vanguard Financials ETF
98 hedge funds and large institutions have $892M invested in Vanguard Financials ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 24
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
25% more capital invested
Capital invested by funds: $715M → $892M (+$176M)
18% more call options, than puts
Call options by funds: $537K | Put options by funds: $456K
17% more funds holding
Funds holding: 84 → 98 (+14)
3.37% more ownership
Funds ownership: 41.49% → 44.86% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$107M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$32.1M |
| 3 |
Goldman Sachs
New York
|
+$9.33M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$6M |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$5.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.7M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$5.09M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.81M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.43M |
| 5 |
DS
DRW Securities
Chicago,
Illinois
|
-$673K |
VFH Hedge Fund Activity: Q1 2014 in Review
98 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2014, worth a combined $892M — up 25% from $715M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new VFH positions and 4 closed out — a net gain of 14 holders — while 36 added to existing stakes and 24 trimmed.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $107M. The largest seller was Bank of America, cutting an estimated $12.7M.
- 98 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2014, up from 84 in Q4 2013.
- Funds reported $892M of Vanguard Financials ETF stock for Q1 2014, up 25% quarter-over-quarter.
- 18 funds opened new Vanguard Financials ETF positions in Q1 2014 and 4 closed out, a net change of +14 holders.
- The largest Vanguard Financials ETF buyer in Q1 2014 was 1832 Asset Management, an estimated $107M added.
- The largest Vanguard Financials ETF seller in Q1 2014 was Bank of America, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2014.