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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
AFWA
151
Ancora Family Wealth Advisors
Ohio
$548K +$1.84K +144 +0.4%
BC
152
Burney Company
Virginia
$545K +$507K +39,784 New
KIA
153
KCM Investment Advisors
California
$515K +$3.57K +280 +0.7%
MCM
154
MAI Capital Management
Ohio
$509K -$68.5K -5,376 -13%
Mariner
155
Mariner
Kansas
$509K -$62.9K -4,936 -12%
SB
156
Suntrust Banks
Georgia
$509K +$190K +14,864 +66%
ICAS
157
Investors Capital Advisory Services
Massachusetts
$502K +$22.8K +1,792 +5%
UCFA
158
United Capital Financial Advisors
Texas
$490K +$5.3K +416 +1%
WPW
159
Waldron Private Wealth
Pennsylvania
$487K – – –
AAM
160
Autus Asset Management
Arizona
$484K +$510 +40 +0.1%
AF
161
Affiance Financial
Minnesota
$479K – – –
CTI
162
Community Trust & Investment
Kentucky
$477K +$444K +34,824 New
RT
163
Rockland Trust
Massachusetts
$475K -$95.9K -7,520 -18%
BCA
164
Bray Capital Advisors
Florida
$475K +$102 +8 +0%
CFA
165
Carroll Financial Associates
North Carolina
$457K +$43.2K +3,392 +11%
VAM
166
Visionary Asset Management
Texas
$456K +$425K +33,336 New
CIC
167
Carnegie Investment Counsel
Ohio
$451K -$157K -12,280 -27%
BWFM
168
Bridgewater Wealth & Financial Management
Maryland
$438K – – –
FBNAT
169
FirstMerit Bank N.A. Trustee
Ohio
$432K -$47.2K -3,704 -11%
PGFC
170
Peapack-Gladstone Financial Corp
New Jersey
$427K – – –
CCM
171
Condor Capital Management
New Jersey
$410K – – –
WT
172
Whittier Trust
California
$404K -$593K -46,536 -61%
BCM
173
Boltwood Capital Management
California
$400K – – –
OIA
174
Optimum Investment Advisors
Illinois
$396K -$65.3K -5,120 -15%
Lazard Asset Management
175
Lazard Asset Management
New York
$394K – – –
5 6
7
8 9

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.