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Vanguard Industrials ETF

221 hedge funds and large institutions have $2.3B invested in Vanguard Industrials ETF in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $294K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $2.01B → $2.3B (+$288M)

4% more funds holding

Funds holding: 213221 (+8)

0.51% more ownership

Funds ownership: 66.74%67.25% (+0.51%)

7% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 71

Holders
221
Holders Change
+8
Holders Change %
+3.76%
% of All Funds
4.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
33
Increased
66
Reduced
71
Closed
24
Calls
$1.75M
Puts
$294K
Net Calls
+$1.46M
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
126
First Commonwealth Financial Corp
Pennsylvania
$336K
DI
127
DFPG Investments
Utah
$335K -$812 -6 -0.3%
IA
128
IndexIQ Advisors
New York
$329K +$170K +1,258 +115%
WJA
129
Williams Jones & Associates
New York
$327K
WWM
130
Western Wealth Management
Colorado
$316K +$14.3K +106 +5%
Comerica Bank
131
Comerica Bank
Texas
$311K +$297K +2,195 New
CFGS
132
Concourse Financial Group Securities
Alabama
$305K -$12.6K -93 -4%
BIA
133
Bigelow Investment Advisors
Maine
$305K +$10.1K +75 +4%
LIM
134
Leavell Investment Management
Alabama
$297K
AFNAS
135
American Financial Network Advisory Services
California
$285K +$281K +2,076 New
SC
136
Scotia Capital
Ontario, Canada
$274K -$98.1K -725 -27%
DP
137
Dearborn Partners
Illinois
$274K
HIIFS
138
Harel Insurance Investments & Financial Services
Israel
$271K
AIA
139
Alera Investment Advisors
Illinois
$269K -$124K -915 -32%
CFG
140
CMC Financial Group
Georgia
$264K +$256K +1,890 New
BFA
141
Bragg Financial Advisors
North Carolina
$263K +$12.2K +90 +5%
UCFA
142
United Capital Financial Advisors
Texas
$245K +$9.74K +72 +4%
SS
143
Simplicity Solutions
Minnesota
$241K +$233K +1,725 New
SI
144
Stephens Inc
Arkansas
$238K +$271 +2 +0.1%
PCA
145
Personal Capital Advisors
California
$232K
BWP
146
Baldwin Wealth Partners
Massachusetts
$230K
FFN
147
Focus Financial Network
Minnesota
$228K +$221K +1,631 New
AWM
148
AE Wealth Management
Kansas
$228K +$220K +1,629 New
ACP
149
Ashfield Capital Partners
California
$222K -$467K -3,453 -68%
1WA
150
180 Wealth Advisors
Washington
$222K +$210K +1,552 New

VIS Hedge Fund Activity: Q1 2019 in Review

221 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q1 2019, worth a combined $2.3B — up 14% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VIS positions and 24 closed out — a net gain of 9 holders — while 66 added to existing stakes and 71 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $160M. The largest seller was Bank of America, cutting an estimated $166M.

  • 221 institutional investors held Vanguard Industrials ETF (VIS) as of Q1 2019, up from 213 in Q4 2018.
  • Funds reported $2.3B of Vanguard Industrials ETF stock for Q1 2019, up 14% quarter-over-quarter.
  • 33 funds opened new Vanguard Industrials ETF positions in Q1 2019 and 24 closed out, a net change of +9 holders.
  • The largest Vanguard Industrials ETF buyer in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $160M added.
  • The largest Vanguard Industrials ETF seller in Q1 2019 was Bank of America, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2019.