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Vanguard Information Technology ETF
VGT

283 hedge funds and large institutions have $5.23B invested in Vanguard Information Technology ETF in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $6.43M | Put options by funds: $4.09M

21% more funds holding in top 10

Funds holding in top 10: 19 → 23 (+4)

13.79% more ownership

Funds ownership: 476.69% → 490.48% (+14%)

8% more capital invested

Capital invested by funds: $4.83B → $5.23B (+$395M)

6% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 33

2% less funds holding

Funds holding: 290 → 283 (-7)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 114

Holders
283
Holders Change
-7
Holders Change %
-2.41%
% of All Funds
7.54%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.61%
New
31
Increased
85
Reduced
114
Closed
33
Calls
$6.43M
Puts
$4.09M
Net Calls
+$2.34M
Net Calls Change
+$2.14M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$268M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$29.7M
3
UBS Group
UBS Group
Switzerland
+$25.6M
4
MIH
Madison Investment Holdings
Wisconsin
+$14.9M
5
RBA
Richard Bernstein Advisors
New York
+$14.4M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$40.4M
2
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$20.7M
3
HighTower Advisors
HighTower Advisors
Illinois
-$18.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.8M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
KKAMG
251
Kernodle & Katon Asset Management Group
Arkansas
$36K – – –
JWA
252
JFS Wealth Advisors
Pennsylvania
$34K – – –
WIC
253
Woodmont Investment Counsel
Tennessee
$32K – – –
AF
254
Allworth Financial
California
$32K +$5.61K +440 +23%
HR
255
Howe & Rusling
New York
$32K +$9.18K +720 +45%
S
256
SignatureFD
Georgia
$29K – – –
JIC
257
Joel Isaacson & Co
New York
$27K +$15.1K +1,184 +157%
FANJ
258
Financial Architects (New Jersey)
New Jersey
$27K +$24.9K +1,952 New
CPIG
259
Chicago Partners Investment Group
Illinois
$24K -$734K -57,608 -97%
PFSC
260
Peoples Financial Services Corp
Pennsylvania
$22K – – –
FPFS
261
First Personal Financial Services
North Carolina
$21K +$19.8K +1,552 New
OFS
262
Orrstown Financial Services
Pennsylvania
$19K +$17.7K +1,392 New
EWM
263
Evercore Wealth Management
New York
$17K – – –
BAM
264
Bruderman Asset Management
New York
$14K – – –
RBC
265
Roble Belko & Company
Pennsylvania
$14K +$12.7K +1,000 New
HI
266
Hudock Inc
Pennsylvania
$12K – – –
BBPWM
267
Blue Bell Private Wealth Management
Pennsylvania
$11K – – –
BKA
268
Brick & Kyle Associates
Pennsylvania
$11K – – –
TJHA
269
Thomas J. Herzfeld Advisors
Florida
$11K – – –
TCOV
270
Trust Company of Vermont
Vermont
$11K – – –
VNA
271
Valley National Advisers
Pennsylvania
$11K – – –
AWM
272
Avior Wealth Management
Nebraska
$10K +$102 +8 +1%
First Manhattan
273
First Manhattan
New York
$8K – – –
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$7K -$65.7K -5,152 -91%
LWM
275
Lenox Wealth Management
Ohio
$7K – – –
9 10
11
12 13

VGT Hedge Fund Activity: Q1 2016 in Review

283 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Information Technology ETF (VGT) for Q1 2016, worth a combined $5.23B — up 8.2% from $4.83B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of VGT and 31 opened new positions — a net loss of 2 holders — while 114 trimmed existing stakes and 85 added.

The largest buyer was Bank of America, adding an estimated $268M. The largest seller was Janney Montgomery Scott, cutting an estimated $40.4M.

  • 283 institutional investors held Vanguard Information Technology ETF (VGT) as of Q1 2016, down from 290 in Q4 2015.
  • Funds reported $5.23B of Vanguard Information Technology ETF stock for Q1 2016, up 8.2% quarter-over-quarter.
  • 31 funds opened new Vanguard Information Technology ETF positions in Q1 2016 and 33 closed out, a net change of -2 holders.
  • The largest Vanguard Information Technology ETF buyer in Q1 2016 was Bank of America, an estimated $268M added.
  • The largest Vanguard Information Technology ETF seller in Q1 2016 was Janney Montgomery Scott, an estimated $40.4M sold.

Based on aggregated 13F filings for Q1 2016.