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Vanguard Industrials ETF
VIS

155 hedge funds and large institutions have $1.46B invested in Vanguard Industrials ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

110% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 29

12% more funds holding

Funds holding: 138 → 155 (+17)

6% more call options, than puts

Call options by funds: $447K | Put options by funds: $421K

3% more capital invested

Capital invested by funds: $1.42B → $1.46B (+$40.1M)

0.67% less ownership

Funds ownership: 52% → 51.33% (-0.67%)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
32
Increased
61
Reduced
29
Closed
14
Calls
$447K
Puts
$421K
Net Calls
+$26K
Net Calls Change
+$217K

Top Buyers

Rank Fund Capital Flow
1
ACI
AMP Capital Investors
Australia
+$13.2M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$9.69M
3
Goldman Sachs
Goldman Sachs
New York
+$8.15M
4
Morgan Stanley
Morgan Stanley
New York
+$5.76M
5
HighTower Advisors
HighTower Advisors
Illinois
+$5.3M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$37.7M
2
PFG
Piershale Financial Group
Illinois
-$8.64M
3
PL
Polianta Ltd
Jersey
-$8.14M
4
PAA
Peregrine Asset Advisers
Oregon
-$7.19M
5
AG
Advisor Group
Arizona
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$235K – – –
FAB
102
First American Bank
Illinois
$232K – – –
AIM
103
Anchor Investment Management
South Carolina
$226K +$738 +6 +0.3%
VKH
104
Virtu KCG Holdings
New York
$223K +$222K +1,802 New
Bank of Nova Scotia
105
Bank of Nova Scotia
Ontario, Canada
$220K – – –
FT
106
Fiduciary Trust
Massachusetts
$218K – – –
BWAM
107
Boyd Watterson Asset Management
Ohio
$217K – – –
EWM
108
Endurance Wealth Management
Rhode Island
$213K – – –
CC
109
Callan Capital
California
$206K +$205K +1,664 New
MBT
110
Montecito Bank & Trust
California
$206K +$205K +1,665 New
IAA
111
Independent Advisor Alliance
North Carolina
$206K +$206K +1,672 New
RJA
112
Robshaw & Julian Associates
New York
$202K +$201K +1,630 New
GWS
113
Glassman Wealth Services
Virginia
$193K – – –
SIA
114
Spruce Investment Advisors
Connecticut
$191K -$112K -908 -37%
LNB
115
Ledyard National Bank
$182K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$180K +$21.8K +177 +14%
CPA
117
Clear Perspective Advisors
Illinois
$148K +$148K +1,200 New
HNB
118
Huntington National Bank
Ohio
$145K – – –
MCM
119
Manchester Capital Management
Vermont
$144K – – –
FWM
120
Focused Wealth Management
New York
$121K +$102K +826 +554%
ASN
121
Advisory Services Network
Georgia
$115K +$114K +926 New
DOA
122
D'Orazio & Associates
Virginia
$111K +$110K +895 New
CFA
123
Carroll Financial Associates
North Carolina
$110K +$10.7K +87 +11%
BP
124
Ballentine Partners
Massachusetts
$103K +$102K +833 New
OFW
125
Omnia Family Wealth
Florida
$86K -$23.5K -191 -22%
3 4
5
6 7

VIS Hedge Fund Activity: Q1 2017 in Review

155 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2017, worth a combined $1.46B — up 2.8% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VIS positions and 14 closed out — a net gain of 18 holders — while 61 added to existing stakes and 29 trimmed.

The largest buyer was AMP Capital Investors, opening a new position worth an estimated $13.2M. The largest seller was Bank of America, cutting an estimated $37.7M.

  • 155 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2017, up from 138 in Q4 2016.
  • Funds reported $1.46B of Vanguard Industrials ETF stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 32 funds opened new Vanguard Industrials ETF positions in Q1 2017 and 14 closed out, a net change of +18 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2017 was AMP Capital Investors, an estimated $13.2M added.
  • The largest Vanguard Industrials ETF seller in Q1 2017 was Bank of America, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2017.