Vanguard Financials ETF
357 hedge funds and large institutions have $4.49B invested in Vanguard Financials ETF in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 89 reducing their positions, and 35 closing their positions.
402% more call options, than puts
Call options by funds: $6.99M | Put options by funds: $1.39M
63% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 89
6% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 35
0% more funds holding
Funds holding: 357 → 357 (0)
7.97% less ownership
Funds ownership: 64.88% → 56.91% (-8%)
8% less capital invested
Capital invested by funds: $4.89B → $4.49B (-$400M)
13% less funds holding in top 10
Funds holding in top 10: 23 → 20 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$127M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$33.1M |
| 3 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$31.4M |
| 4 |
CM
Churchill Management
Los Angeles,
California
|
+$14M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$147M |
| 2 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
-$147M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$102M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$38.6M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$20.8M |
VFH Hedge Fund Activity: Q2 2018 in Review
357 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2018, worth a combined $4.49B — down 8.2% from $4.89B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new VFH positions and 35 closed out — a net gain of 2 holders — while 145 added to existing stakes and 89 trimmed.
The largest buyer was Bank of America, adding an estimated $127M. The largest seller was First Command Advisory Services, exiting entirely with an estimated $147M sold.
- 357 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $4.49B of Vanguard Financials ETF stock for Q2 2018, down 8.2% quarter-over-quarter.
- 37 funds opened new Vanguard Financials ETF positions in Q2 2018 and 35 closed out, a net change of +2 holders.
- The largest Vanguard Financials ETF buyer in Q2 2018 was Bank of America, an estimated $127M added.
- The largest Vanguard Financials ETF seller in Q2 2018 was First Command Advisory Services, an estimated $147M sold.
Based on aggregated 13F filings for Q2 2018.