Vanguard Financials ETF
579 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 207 increasing their positions, 164 reducing their positions, and 44 closing their positions.
111% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 44
98% more call options, than puts
Call options by funds: $5.42M | Put options by funds: $2.73M
26% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 164
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
14% more capital invested
Capital invested by funds: $4.09B → $4.65B (+$565M)
6% more funds holding
Funds holding: 544 → 579 (+35)
0.08% less ownership
Funds ownership: 51.29% → 51.2% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$67.9M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$42.2M |
| 3 |
SFM
Soros Fund Management
New York
|
+$13.9M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$13.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$163M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$94.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$55.2M |
| 4 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
-$25.3M |
| 5 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$21.6M |
VFH Hedge Fund Activity: Q4 2022 in Review
579 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2022, worth a combined $4.65B — up 14% from $4.09B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new VFH positions and 44 closed out — a net gain of 49 holders — while 207 added to existing stakes and 164 trimmed.
The largest buyer was Bessemer Group, adding an estimated $67.9M. The largest seller was Prudential Financial, cutting an estimated $163M.
- 579 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2022, up from 544 in Q3 2022.
- Funds reported $4.65B of Vanguard Financials ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 93 funds opened new Vanguard Financials ETF positions in Q4 2022 and 44 closed out, a net change of +49 holders.
- The largest Vanguard Financials ETF buyer in Q4 2022 was Bessemer Group, an estimated $67.9M added.
- The largest Vanguard Financials ETF seller in Q4 2022 was Prudential Financial, an estimated $163M sold.
Based on aggregated 13F filings for Q4 2022.