Vanguard Health Care ETF
615 hedge funds and large institutions have $3.7B invested in Vanguard Health Care ETF in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 230 increasing their positions, 165 reducing their positions, and 44 closing their positions.
104% more call options, than puts
Call options by funds: $8.45M | Put options by funds: $4.14M
45% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 44
39% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 165
3% more funds holding
Funds holding: 600 → 615 (+15)
1% more capital invested
Capital invested by funds: $3.66B → $3.7B (+$36.8M)
1.68% less ownership
Funds ownership: 33.64% → 31.95% (-1.7%)
14% less funds holding in top 10
Funds holding in top 10: 28 → 24 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$63.3M |
| 2 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$47.5M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$14.8M |
| 4 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$9.85M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$9.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$90.2M |
| 2 |
Morgan Stanley
New York
|
-$28.4M |
| 3 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$26.2M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$25.5M |
| 5 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$25M |
VHT Hedge Fund Activity: Q3 2020 in Review
615 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Health Care ETF (VHT) for Q3 2020, worth a combined $3.7B — up 1% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new VHT positions and 44 closed out — a net gain of 20 holders — while 230 added to existing stakes and 165 trimmed.
The largest buyer was Wells Fargo, adding an estimated $63.3M. The largest seller was Foundations Investment Advisors, cutting an estimated $90.2M.
- 615 institutional investors held Vanguard Health Care ETF (VHT) as of Q3 2020, up from 600 in Q2 2020.
- Funds reported $3.7B of Vanguard Health Care ETF stock for Q3 2020, up 1% quarter-over-quarter.
- 64 funds opened new Vanguard Health Care ETF positions in Q3 2020 and 44 closed out, a net change of +20 holders.
- The largest Vanguard Health Care ETF buyer in Q3 2020 was Wells Fargo, an estimated $63.3M added.
- The largest Vanguard Health Care ETF seller in Q3 2020 was Foundations Investment Advisors, an estimated $90.2M sold.
Based on aggregated 13F filings for Q3 2020.