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Vanguard Industrials ETF

293 hedge funds and large institutions have $2.33B invested in Vanguard Industrials ETF in 2020 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 99 increasing their positions, 65 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $918K | Put options by funds: $289K

188% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 25

52% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 65

24% more capital invested

Capital invested by funds: $1.87B → $2.33B (+$457M)

18% more funds holding

Funds holding: 249293 (+44)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 60.96%60.71% (-0.25%)

Holders
293
Holders Change
+44
Holders Change %
+17.67%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
72
Increased
99
Reduced
65
Closed
25
Calls
$918K
Puts
$289K
Net Calls
+$629K
Net Calls Change
-$765K
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$5.84M -$4.23M -26,424 -43%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$5.57M +$1.46M +9,120 +39%
PPWP
28
Proquility Private Wealth Partners
Nevada
$5.48M +$5.16M +32,252 New
Lazard Asset Management
29
Lazard Asset Management
New York
$5.45M +$4.64M +28,957 +930%
MPWT
30
MassMutual Private Wealth & Trust
Connecticut
$5.11M +$306K +1,910 +7%
MAM
31
Madison Asset Management
Wisconsin
$4.92M +$2.95M +18,425 +175%
CCA
32
Cadent Capital Advisors
Oklahoma
$4.74M +$4.46M +27,856 New
AI
33
Atria Investments
North Carolina
$4.57M +$1.65M +10,299 +62%
KWM
34
Keebeck Wealth Management
Illinois
$4.52M
PWM
35
Praetorian Wealth Management
California
$4.28M -$1.34M -8,346 -25%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$4.27M +$1.44M +8,998 +56%
QWM
37
Quaker Wealth Management
New Jersey
$4.17M +$61.6K +385 +2%
Truist Financial
38
Truist Financial
North Carolina
$4.07M +$1.26M +7,886 +49%
B
39
Bailard
California
$3.98M -$299K -1,870 -7%
TC
40
Tatro Capital
Kentucky
$3.95M -$40.3K -252 -1%
TFA
41
Tranquilli Financial Advisor
New Jersey
$3.77M +$3.55M +22,200 New
NFG
42
Next Financial Group
Texas
$3.66M -$471K -2,941 -12%
PAG
43
Private Advisor Group
New Jersey
$3.61M +$162K +1,013 +5%
PCH
44
PGIM Custom Harvest
New Jersey
$3.52M +$3.31M +20,655 New
JP Morgan Chase
45
JP Morgan Chase
New York
$3.4M +$141K +879 +5%
JWCA
46
J.W. Cole Advisors
Florida
$3.26M +$2.72M +16,990 +772%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$3.26M +$130K +810 +4%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$3.23M +$3.04M +18,992 New
CFP
49
Curran Financial Partners
South Carolina
$3.09M +$2.91M +18,164 New
Barclays
50
Barclays
United Kingdom
$3.07M

VIS Hedge Fund Activity: Q4 2020 in Review

293 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2020, worth a combined $2.33B — up 24% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new VIS positions and 25 closed out — a net gain of 47 holders — while 99 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was Bank of America, cutting an estimated $8.16M.

  • 293 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2020, up from 249 in Q3 2020.
  • Funds reported $2.33B of Vanguard Industrials ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 72 funds opened new Vanguard Industrials ETF positions in Q4 2020 and 25 closed out, a net change of +47 holders.
  • The largest Vanguard Industrials ETF buyer in Q4 2020 was Morgan Stanley, an estimated $14M added.
  • The largest Vanguard Industrials ETF seller in Q4 2020 was Bank of America, an estimated $8.16M sold.

Based on aggregated 13F filings for Q4 2020.