Vanguard Industrials ETF
213 hedge funds and large institutions have $2.01B invested in Vanguard Industrials ETF in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 49 increasing their positions, 72 reducing their positions, and 45 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 45
3% more funds holding
Funds holding: 207 → 213 (+6)
2.85% less ownership
Funds ownership: 69.59% → 66.74% (-2.9%)
28% less capital invested
Capital invested by funds: $2.79B → $2.01B (-$781M)
32% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$12.7M |
| 2 |
SCA
Spearhead Capital Advisors
Wellington,
Florida
|
+$8.65M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.54M |
| 4 |
PL
Polianta Ltd
St Helier,
Jersey
|
+$6.87M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$180M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$93.4M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$19.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.25M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$7.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Parallax Volatility Advisers
San Francisco,
California
| – | -$23.3K | -176 | -99% |
|
|
GP
252
Girard Partners
King Of Prussia,
Pennsylvania
| – | -$23K | -156 | Closed |
|
|
WF
253
WealthTrust Fairport
Cleveland,
Ohio
| – | -$16K | -106 | Closed |
|
|
TAIM
254
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$15K | -100 | Closed |
|
|
CPIG
255
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$5K | -39 | Closed |
|
|
WP
256
WealthShield Partners
Cary,
North Carolina
| – | -$5K | -35 | Closed |
|
|
GI
257
Gradient Investments
Arden Hills,
Minnesota
| – | -$5K | -34 | Closed |
|
|
OFW
258
Omnia Family Wealth
Aventura,
Florida
| – | -$5K | -32 | Closed |
|
VIS Hedge Fund Activity: Q4 2018 in Review
213 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2018, worth a combined $2.01B — down 28% from $2.79B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new VIS positions and 45 closed out — a net gain of 8 holders — while 49 added to existing stakes and 72 trimmed.
The largest buyer was Stifel Financial, adding an estimated $12.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $180M.
- 213 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2018, up from 207 in Q3 2018.
- Funds reported $2.01B of Vanguard Industrials ETF stock for Q4 2018, down 28% quarter-over-quarter.
- 53 funds opened new Vanguard Industrials ETF positions in Q4 2018 and 45 closed out, a net change of +8 holders.
- The largest Vanguard Industrials ETF buyer in Q4 2018 was Stifel Financial, an estimated $12.7M added.
- The largest Vanguard Industrials ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $180M sold.
Based on aggregated 13F filings for Q4 2018.