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Vanguard Information Technology ETF

494 hedge funds and large institutions have $9.96B invested in Vanguard Information Technology ETF in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 177 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 36

5% more funds holding

Funds holding: 471494 (+23)

1% more capital invested

Capital invested by funds: $9.9B → $9.96B (+$58.6M)

1% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 177

2% less call options, than puts

Call options by funds: $4.79M | Put options by funds: $4.87M

8% less funds holding in top 10

Funds holding in top 10: 3936 (-3)

18.13% less ownership

Funds ownership: 459.98%441.86% (-18%)

Holders
494
Holders Change
+23
Holders Change %
+4.88%
% of All Funds
11.32%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.83%
New
60
Increased
175
Reduced
177
Closed
36
Calls
$4.79M
Puts
$4.87M
Net Calls
-$83K
Net Calls Change
+$503K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.7B -$768M -35,188,112 -14%
JP Morgan Chase
2
JP Morgan Chase
New York
$766M +$358M +16,416,856 +85%
UBS Group
3
UBS Group
Switzerland
$501M -$11.2M -513,864 -2%
Morgan Stanley
4
Morgan Stanley
New York
$416M +$11.3M +519,360 +3%
Wells Fargo
5
Wells Fargo
California
$412M -$31.9M -1,461,840 -7%
Ameriprise
6
Ameriprise
Minnesota
$382M -$15.2M -698,112 -4%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$219M +$64.8M +2,967,304 +41%
BCMIO
8
Beacon Capital Management Inc (Ohio)
Ohio
$210M -$1.48M -67,968 -0.7%
RBA
9
Richard Bernstein Advisors
New York
$181M +$53.6M +2,455,320 +40%
LPL Financial
10
LPL Financial
California
$141M +$8.18M +374,472 +6%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M -$12.1M -553,840 -10%
M&T Bank
12
M&T Bank
New York
$98M -$1.89M -86,528 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$92.2M +$1.74M +79,728 +2%
HIIFS
14
Harel Insurance Investments & Financial Services
Israel
$85.4M +$22.9M +1,046,800 +35%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$73.3M +$2.51M +115,136 +3%
Axa
16
Axa
France
$71.3M -$978K -44,800 -1%
BOS
17
Bingham Osborn & Scarborough
California
$63M -$6.15M -281,544 -9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$45.9M +$1.96M +89,960 +4%
AAS
19
Annex Advisory Services
Wisconsin
$43.6M -$1.15M -52,816 -3%
FNFDCM
20
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$38.4M +$77.7K +3,560 +0.2%
BCI
21
Brinker Capital Investments
Pennsylvania
$34.1M -$1.23M -56,448 -3%
NAMP
22
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$33.3M -$119K -5,440 -0.3%
RJA
23
Raymond James & Associates
Florida
$33.1M +$2.3M +105,112 +7%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$32.4M +$2.86M +130,864 +9%
BG
25
Bahl & Gaynor
Ohio
$32.1M -$417K -19,080 -1%

VGT Hedge Fund Activity: Q1 2018 in Review

494 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Information Technology ETF (VGT) for Q1 2018, worth a combined $9.96B — up 0.59% from $9.9B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VGT positions and 36 closed out — a net gain of 24 holders — while 175 added to existing stakes and 177 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $768M.

  • 494 institutional investors held Vanguard Information Technology ETF (VGT) as of Q1 2018, up from 471 in Q4 2017.
  • Funds reported $9.96B of Vanguard Information Technology ETF stock for Q1 2018, up 0.59% quarter-over-quarter.
  • 60 funds opened new Vanguard Information Technology ETF positions in Q1 2018 and 36 closed out, a net change of +24 holders.
  • The largest Vanguard Information Technology ETF buyer in Q1 2018 was JP Morgan Chase, an estimated $358M added.
  • The largest Vanguard Information Technology ETF seller in Q1 2018 was Bank of America, an estimated $768M sold.

Based on aggregated 13F filings for Q1 2018.