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Vanguard FTSE Europe ETF

493 hedge funds and large institutions have $8.5B invested in Vanguard FTSE Europe ETF in 2017 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 222 increasing their positions, 103 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 26

116% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 103

62% more capital invested

Capital invested by funds: $5.25B → $8.5B (+$3.25B)

45% more funds holding in top 10

Funds holding in top 10: 3855 (+17)

15% more funds holding

Funds holding: 428493 (+65)

6% more ownership

Funds ownership: 46.39%52.39% (+6%)

22% less call options, than puts

Call options by funds: $115M | Put options by funds: $147M

Holders
493
Holders Change
+65
Holders Change %
+15.19%
% of All Funds
12.29%
Holding in Top 10
55
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+44.74%
% of All Funds
1.37%
New
97
Increased
222
Reduced
103
Closed
26
Calls
$115M
Puts
$147M
Net Calls
-$32.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
26
WealthTrust Fairport
Ohio
$64.5M +$5.41M +99,185 +9%
UBS AM
27
UBS AM
Illinois
$60.3M +$5.88M +107,935 +11%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$53.2M -$94.8K -1,740 -0.2%
IUHSA
29
Itau Unibanco Holding S.A.
Brazil
$51.4M +$36.7M +672,950 +258%
HTC
30
Haverford Trust Company
Pennsylvania
$50.8M +$3.76M +68,902 +8%
TAS
31
TIFF Advisory Services
Pennsylvania
$49M -$1.76M -32,214 -3%
Lazard Asset Management
32
Lazard Asset Management
New York
$48.8M -$11.9M -217,746 -20%
FIG
33
FundX Investment Group
California
$47.6M +$47M +862,500 New
LGWM
34
Litman Gregory Wealth Management
California
$47.4M +$25.3M +464,484 +118%
BCI
35
Brinker Capital Investments
Pennsylvania
$42.7M -$1.86M -34,074 -4%
SAS
36
Stelac Advisory Services
New York
$42M -$33.6M -616,553 -45%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$42M +$29.8M +545,949 +254%
Fisher Asset Management
38
Fisher Asset Management
Washington
$41.5M +$7.53M +138,052 +22%
KHLMVGHM
39
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$40.4M +$879K +16,128 +2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$39.5M -$14.5M -265,551 -27%
LPL Financial
41
LPL Financial
California
$38.3M +$21.5M +394,217 +131%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$38M +$30.9M +566,226 +459%
Axa
43
Axa
France
$37.3M
CI
44
Clal Insurance
Israel
$37M -$2.51K -46 -0%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$36.2M +$689K +12,644 +2%
SF
46
Synovus Financial
Georgia
$33.6M -$390K -7,150 -1%
Citigroup
47
Citigroup
New York
$33M -$18.7M -343,249 -36%
SHGA
48
Sand Hill Global Advisors
California
$32.9M +$32.5M +596,035 New
GC
49
Garde Capital
Washington
$32.2M +$2.61M +47,880 +9%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.3M -$1.88M -34,464 -6%