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Vanguard Health Care ETF

286 hedge funds and large institutions have $1.51B invested in Vanguard Health Care ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 84 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

71% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $2M

12% more funds holding

Funds holding: 256286 (+30)

1.58% more ownership

Funds ownership: 26.09%27.67% (+1.6%)

3% more capital invested

Capital invested by funds: $1.47B → $1.51B (+$46.5M)

8% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 91

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
286
Holders Change
+30
Holders Change %
+11.72%
% of All Funds
7.15%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.23%
New
66
Increased
84
Reduced
91
Closed
32
Calls
$3.42M
Puts
$2M
Net Calls
+$1.42M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$188M +$15.2M +119,158 +9%
Morgan Stanley
2
Morgan Stanley
New York
$137M +$13.9M +108,764 +11%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$103M -$10.1M -78,982 -9%
Bank of America
4
Bank of America
North Carolina
$101M -$27.5M -215,071 -21%
Wells Fargo
5
Wells Fargo
California
$65.9M +$8.98M +70,381 +16%
M&T Bank
6
M&T Bank
New York
$63.8M -$367K -2,873 -0.6%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.6M +$1.44M +11,247 +3%
PAG
8
Pinnacle Advisory Group
Maryland
$55.3M -$278K -2,178 -0.5%
EHC
9
Everett Harris & Co
California
$39.1M -$4.68M -36,645 -11%
SCM
10
SCS Capital Management
Massachusetts
$34.5M +$34.7M +271,966 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$33.5M +$5.93M +46,438 +21%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$31.1M +$31.3M +244,940 New
LPL Financial
13
LPL Financial
California
$28M -$1.86M -14,534 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$22.6M +$9.24M +72,395 +68%
RCYC
15
Richard C. Young & Co
Rhode Island
$22.4M -$281K -2,200 -1%
DOA
16
D'Orazio & Associates
Virginia
$20.7M +$350K +2,739 +2%
SPIA
17
Strategic Point Investment Advisors
Rhode Island
$20.1M -$129K -1,012 -0.6%
MIH
18
Madison Investment Holdings
Wisconsin
$19.8M +$16.6M +130,193 +497%
Ameriprise
19
Ameriprise
Minnesota
$18.9M +$4.29M +33,618 +29%
JHIU
20
Janus Henderson Investors US
Colorado
$17.7M +$17.8M +139,310 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$16.6M -$4.46M -34,930 -21%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$16.4M +$2.77M +21,663 +20%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$13.9M -$861K -6,749 -6%
MM
24
Main Management
California
$13.8M
PGFC
25
Peapack-Gladstone Financial Corp
New Jersey
$13.4M +$404K +3,163 +3%