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Vanguard US Minimum Volatility ETF

24 hedge funds and large institutions have $27.1M invested in Vanguard US Minimum Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

5.22% less ownership

Funds ownership: 41.33%36.11% (-5.2%)

24% less capital invested

Capital invested by funds: $35.5M → $27.1M (-$8.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$16.4M -$13.3M -172,284 -45%
Jane Street
2
Jane Street
New York
$2.29M +$2.24M +28,939 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.26M +$2.55K +33 +0.1%
TFS
4
TrustCore Financial Services
Tennessee
$1.1M -$77 -1 -0%
SPIA
5
Steward Partners Investment Advisory
New York
$872K
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$848K +$234K +3,021 +39%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$559K -$156K -2,016 -22%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$501K -$1.13M -14,559 -70%
AAS
9
Avantax Advisory Services
Texas
$408K +$83.3K +1,077 +26%
DADC
10
D.A. Davidson & Co
Montana
$340K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$339K +$5.65K +73 +2%
SAM
12
Secure Asset Management
Michigan
$312K +$305K +3,948 New
AAM
13
Autus Asset Management
Arizona
$211K +$206K +2,665 New
IA
14
IFP Advisors
Florida
$169K -$25.4K -328 -13%
UBS Group
15
UBS Group
Switzerland
$148K +$79.4K +1,027 +122%
Bank of America
16
Bank of America
North Carolina
$104K +$10.8K +140 +12%
APA
17
American Portfolios Advisors
New York
$55.9K
AAP
18
Arax Advisory Partners
Colorado
$55K
Osaic Holdings
19
Osaic Holdings
Arizona
$37K -$57.6K -745 -62%
PA
20
Parallel Advisors
California
$28K +$18.8K +243 +211%
Morgan Stanley
21
Morgan Stanley
New York
$21K -$48.6K -628 -71%
PFBT
22
Parkside Financial Bank & Trust
Missouri
$17K
GI
23
Gradient Investments
Minnesota
$16K
ME
24
McIlrath & Eck
Washington
$5K
CAN
25
Claraphi Advisory Network
United States
-$190K -2,646 Closed

VFMV Hedge Fund Activity: Q2 2020 in Review

24 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q2 2020, worth a combined $27.1M — down 24% from $35.5M a quarter earlier.

Fund positioning in VFMV was balanced in Q2 2020: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.24M. The largest seller was Strategic Financial Services, cutting an estimated $13.3M.

  • 24 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $27.1M of Vanguard US Minimum Volatility ETF stock for Q2 2020, down 24% quarter-over-quarter.
  • 3 funds opened new Vanguard US Minimum Volatility ETF positions in Q2 2020 and 3 closed out, a net change of 0 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q2 2020 was Jane Street, an estimated $2.24M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q2 2020 was Strategic Financial Services, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2020.