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Vanguard Industrials ETF
VIS

88 hedge funds and large institutions have $836M invested in Vanguard Industrials ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

208% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 13

41% more capital invested

Capital invested by funds: $595M → $836M (+$241M)

21% more funds holding

Funds holding: 73 → 88 (+15)

7.51% more ownership

Funds ownership: 46.6% → 54.11% (+7.5%)

Holders
88
Holders Change
+15
Holders Change %
+20.55%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
40
Reduced
13
Closed
3
Calls
$310K
Puts
–
Net Calls
+$310K
Net Calls Change
+$42K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$84.4M
2
MAA
Managed Account Advisors
New Jersey
+$11M
3
Wells Fargo
Wells Fargo
California
+$5.22M
4
TH
Timber Hill
Connecticut
+$4.21M
5
Morgan Stanley
Morgan Stanley
New York
+$3.32M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.81M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.94M
3
LPL Financial
LPL Financial
California
-$448K
4
Comerica Bank
Comerica Bank
Texas
-$341K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
76
JCIC Asset Management
Ontario, Canada
$120K -$123K -1,300 -52%
PWAG
77
Polaris Wealth Advisory Group
California
$106K – – –
WA
78
Waverly Advisors
Alabama
$91K – – –
WT
79
Whittier Trust
California
$64K – – –
FWM
80
Focused Wealth Management
New York
$52K +$7.19K +76 +17%
EWM
81
Elite Wealth Management
Washington
$46K +$43.9K +464 New
MWP
82
MYCIO Wealth Partners
Pennsylvania
$38K +$35.8K +378 New
KCPG
83
Kavar Capital Partners Group
Kansas
$25K +$23.7K +250 New
CFA
84
Carroll Financial Associates
North Carolina
$19K – – –
PAS
85
Partnervest Advisory Services
California
$17K – – –
WA
86
WFG Advisors
Texas
$11K -$2.46K -26 -19%
SFSIG
87
San Francisco Sentry Investment Group
California
$10K – – –
HI
88
Hudock Inc
Pennsylvania
$5K +$1.32K +14 +41%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$622 +$342K +3,616 +139%
Comerica Bank
90
Comerica Bank
Texas
– -$341K -3,817 Closed
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
– -$10K -116 Closed
Invesco
92
Invesco
Georgia
– -$4K -40 Closed
1 2 3
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VIS Hedge Fund Activity: Q4 2013 in Review

88 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2013, worth a combined $836M — up 41% from $595M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VIS positions and 3 closed out — a net gain of 16 holders — while 40 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $84.4M. The largest seller was Royal Bank of Canada, cutting an estimated $2.81M.

  • 88 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2013, up from 73 in Q3 2013.
  • Funds reported $836M of Vanguard Industrials ETF stock for Q4 2013, up 41% quarter-over-quarter.
  • 19 funds opened new Vanguard Industrials ETF positions in Q4 2013 and 3 closed out, a net change of +16 holders.
  • The largest Vanguard Industrials ETF buyer in Q4 2013 was Bank of America, an estimated $84.4M added.
  • The largest Vanguard Industrials ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2013.