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Vanguard Information Technology ETF

255 hedge funds and large institutions have $3.96B invested in Vanguard Information Technology ETF in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

42.73% more ownership

Funds ownership: 405.19%447.92% (+43%)

28% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 78

20% more capital invested

Capital invested by funds: $3.29B → $3.96B (+$669M)

5% more funds holding

Funds holding: 243255 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

86% less call options, than puts

Call options by funds: $1.89M | Put options by funds: $13.6M

Holders
255
Holders Change
+12
Holders Change %
+4.94%
% of All Funds
6.8%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
33
Increased
100
Reduced
78
Closed
17
Calls
$1.89M
Puts
$13.6M
Net Calls
-$11.7M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
1
Managed Account Advisors
New Jersey
$1.03B +$317M +24,003,120 +45%
Bank of America
2
Bank of America
North Carolina
$1B +$413M +31,252,424 +71%
Wells Fargo
3
Wells Fargo
California
$381M -$8.61M -652,440 -2%
UBS Group
4
UBS Group
Switzerland
$281M +$25M +1,890,504 +10%
Morgan Stanley
5
Morgan Stanley
New York
$169M +$2.35M +177,840 +1%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$83.1M +$17.8M +1,348,488 +28%
Axa
7
Axa
France
$61M -$1.54M -116,800 -2%
MIH
8
Madison Investment Holdings
Wisconsin
$50.1M -$1.36M -102,968 -3%
BOS
9
Bingham Osborn & Scarborough
California
$49.3M -$138K -10,464 -0.3%
LPL Financial
10
LPL Financial
California
$46.8M +$2.38M +180,656 +5%
BCI
11
Brinker Capital Investments
Pennsylvania
$43.2M -$3.51M -266,192 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$39.2M +$11.6M +881,696 +43%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$35.7M +$8.3M +628,336 +31%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$35.6M +$5.24M +397,256 +17%
NYLIM
15
New York Life Investment Management
New York
$30.2M
AAS
16
Annex Advisory Services
Wisconsin
$25.5M +$397K +30,064 +2%
FNFDCM
17
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$23.9M +$420K +31,800 +2%
NAMP
18
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$23.6M +$77.6K +5,880 +0.3%
KIM
19
Karpus Investment Management
New York
$20.3M -$291K -22,040 -1%
RW
20
Rand Wealth
Maryland
$18.5M +$427K +32,360 +2%
SFSG
21
Stearns Financial Services Group
North Carolina
$17.7M +$428K +32,400 +3%
TCT
22
TIAA CREF Trust
Missouri
$17.4M -$158K -11,944 -0.9%
Northern Trust
23
Northern Trust
Illinois
$16.9M -$380K -28,760 -2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$16.5M +$12.1M +916,632 +286%
BG
25
Bahl & Gaynor
Ohio
$15.1M +$2.57M +194,880 +21%