Vanguard Financials ETF
604 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 156 reducing their positions, and 61 closing their positions.
66% more call options, than puts
Call options by funds: $5.9M | Put options by funds: $3.55M
65% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 156
13% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 61
8% more funds holding in top 10
Funds holding in top 10: 24 → 26 (+2)
0% less funds holding
Funds holding: 605 → 604 (-1)
0% less capital invested
Capital invested by funds: $6.75B → $6.73B (-$26.2M)
1.04% less ownership
Funds ownership: 57.82% → 56.78% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$165M |
| 2 |
Morgan Stanley
New York
|
+$62.7M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$21.3M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$16.6M |
| 5 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$120M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$43.8M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$36.8M |
| 4 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$27M |
| 5 |
VR
Viridian RIA
Bothell,
Washington
|
-$15.6M |
VFH Hedge Fund Activity: Q1 2022 in Review
604 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2022, worth a combined $6.73B — down 0.39% from $6.75B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new VFH positions and 61 closed out — a net gain of 8 holders — while 257 added to existing stakes and 156 trimmed.
The largest buyer was Prudential Financial, adding an estimated $165M. The largest seller was JP Morgan Chase, cutting an estimated $120M.
- 604 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2022, down from 605 in Q4 2021.
- Funds reported $6.73B of Vanguard Financials ETF stock for Q1 2022, down 0.39% quarter-over-quarter.
- 69 funds opened new Vanguard Financials ETF positions in Q1 2022 and 61 closed out, a net change of +8 holders.
- The largest Vanguard Financials ETF buyer in Q1 2022 was Prudential Financial, an estimated $165M added.
- The largest Vanguard Financials ETF seller in Q1 2022 was JP Morgan Chase, an estimated $120M sold.
Based on aggregated 13F filings for Q1 2022.