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Vanguard Information Technology ETF

383 hedge funds and large institutions have $6.26B invested in Vanguard Information Technology ETF in 2017 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 145 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $800K

96% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 26

34% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 108

16% more capital invested

Capital invested by funds: $5.39B → $6.26B (+$869M)

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

7% more funds holding

Funds holding: 359383 (+24)

4.26% less ownership

Funds ownership: 418.52%414.25% (-4.3%)

Holders
383
Holders Change
+24
Holders Change %
+6.69%
% of All Funds
9.53%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.75%
New
51
Increased
145
Reduced
108
Closed
26
Calls
$2.86M
Puts
$800K
Net Calls
+$2.06M
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.69B +$107M +6,576,400 +4%
UBS Group
2
UBS Group
Switzerland
$487M +$29.5M +1,803,400 +7%
Wells Fargo
3
Wells Fargo
California
$451M -$8.11M -496,152 -2%
Morgan Stanley
4
Morgan Stanley
New York
$306M +$58.7M +3,593,824 +25%
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$162M +$8.51M +520,856 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$151M +$49.5M +3,027,856 +52%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M -$6.51M -398,240 -5%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$108M
LPL Financial
9
LPL Financial
California
$106M +$6.35M +388,816 +7%
M&T Bank
10
M&T Bank
New York
$97.8M -$8.86M -542,304 -9%
Ameriprise
11
Ameriprise
Minnesota
$86.6M +$11.1M +677,208 +15%
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$68.7M -$80.3M -4,916,216 -55%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$65.7M +$2.44M +149,560 +4%
BOS
14
Bingham Osborn & Scarborough
California
$64M -$926K -56,648 -1%
Axa
15
Axa
France
$60.5M -$1.37M -84,000 -2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$55.3M +$1.96M +119,664 +4%
HIIFS
17
Harel Insurance Investments & Financial Services
Israel
$50.2M +$48.2M +2,950,952 +27,714%
MIH
18
Madison Investment Holdings
Wisconsin
$46.8M -$6.95M -425,424 -13%
AAS
19
Annex Advisory Services
Wisconsin
$36.4M +$782K +47,872 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$33M -$267K -16,312 -0.8%
RBA
21
Richard Bernstein Advisors
New York
$32.2M +$7.36M +450,344 +31%
BCI
22
Brinker Capital Investments
Pennsylvania
$30.8M -$2.03M -123,952 -6%
FNFDCM
23
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$30.6M +$275K +16,856 +0.9%
NAMP
24
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$27.8M -$160K -9,800 -0.6%
WA
25
WBH Advisory
Maryland
$25.4M +$1.67M +102,160 +7%

VGT Hedge Fund Activity: Q1 2017 in Review

383 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Information Technology ETF (VGT) for Q1 2017, worth a combined $6.26B — up 16% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VGT positions and 26 closed out — a net gain of 25 holders — while 145 added to existing stakes and 108 trimmed.

The largest buyer was Bank of America, adding an estimated $107M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $80.3M.

  • 383 institutional investors held Vanguard Information Technology ETF (VGT) as of Q1 2017, up from 359 in Q4 2016.
  • Funds reported $6.26B of Vanguard Information Technology ETF stock for Q1 2017, up 16% quarter-over-quarter.
  • 51 funds opened new Vanguard Information Technology ETF positions in Q1 2017 and 26 closed out, a net change of +25 holders.
  • The largest Vanguard Information Technology ETF buyer in Q1 2017 was Bank of America, an estimated $107M added.
  • The largest Vanguard Information Technology ETF seller in Q1 2017 was Migdal Insurance & Financial Holdings, an estimated $80.3M sold.

Based on aggregated 13F filings for Q1 2017.