Vanguard Financials ETF
404 hedge funds and large institutions have $4.85B invested in Vanguard Financials ETF in 2019 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 34 closing their positions.
156% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 34
41% more call options, than puts
Call options by funds: $2.23M | Put options by funds: $1.58M
17% more capital invested
Capital invested by funds: $4.16B → $4.85B (+$698M)
13% more funds holding
Funds holding: 357 → 404 (+47)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
3.11% more ownership
Funds ownership: 57.84% → 60.94% (+3.1%)
7% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$171M |
| 2 |
JP Morgan Chase
New York
|
+$95M |
| 3 |
UIM
USS Investment Management
London,
United Kingdom
|
+$46.2M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$32.7M |
| 5 |
Morgan Stanley
New York
|
+$8.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$51.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$32M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.08M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.07M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.02M |
VFH Hedge Fund Activity: Q4 2019 in Review
404 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2019, worth a combined $4.85B — up 17% from $4.16B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new VFH positions and 34 closed out — a net gain of 53 holders — while 127 added to existing stakes and 119 trimmed.
The largest buyer was Ameriprise, adding an estimated $171M. The largest seller was M&T Bank, exiting entirely with an estimated $51.4M sold.
- 404 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2019, up from 357 in Q3 2019.
- Funds reported $4.85B of Vanguard Financials ETF stock for Q4 2019, up 17% quarter-over-quarter.
- 87 funds opened new Vanguard Financials ETF positions in Q4 2019 and 34 closed out, a net change of +53 holders.
- The largest Vanguard Financials ETF buyer in Q4 2019 was Ameriprise, an estimated $171M added.
- The largest Vanguard Financials ETF seller in Q4 2019 was M&T Bank, an estimated $51.4M sold.
Based on aggregated 13F filings for Q4 2019.