Vanguard Financials ETF
495 hedge funds and large institutions have $5.57B invested in Vanguard Financials ETF in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 185 increasing their positions, 121 reducing their positions, and 28 closing their positions.
200% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 28
166% more call options, than puts
Call options by funds: $3.78M | Put options by funds: $1.42M
53% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 121
32% more capital invested
Capital invested by funds: $4.23B → $5.57B (+$1.34B)
12% more funds holding
Funds holding: 442 → 495 (+53)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
1.52% more ownership
Funds ownership: 57.97% → 59.5% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$159M |
| 2 |
JP Morgan Chase
New York
|
+$154M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$87.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$36.5M |
| 5 |
Morgan Stanley
New York
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.4M |
| 3 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$7.27M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.33M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.23M |
VFH Hedge Fund Activity: Q1 2021 in Review
495 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2021, worth a combined $5.57B — up 32% from $4.23B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new VFH positions and 28 closed out — a net gain of 56 holders — while 185 added to existing stakes and 121 trimmed.
The largest buyer was Ameriprise, adding an estimated $159M. The largest seller was Fidelity Investments, cutting an estimated $20.6M.
- 495 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2021, up from 442 in Q4 2020.
- Funds reported $5.57B of Vanguard Financials ETF stock for Q1 2021, up 32% quarter-over-quarter.
- 84 funds opened new Vanguard Financials ETF positions in Q1 2021 and 28 closed out, a net change of +56 holders.
- The largest Vanguard Financials ETF buyer in Q1 2021 was Ameriprise, an estimated $159M added.
- The largest Vanguard Financials ETF seller in Q1 2021 was Fidelity Investments, an estimated $20.6M sold.
Based on aggregated 13F filings for Q1 2021.