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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
SWM
201
SeaCrest Wealth Management
New York
$14K -$1.49K -11 -10%
AF
202
Allworth Financial
California
$14K
TFGT
203
TS Financial Group (TSFG)
Illinois
$14K +$13.5K +100 New
FCMT
204
Founders Capital Management (Texas)
Texas
$12K +$4.74K +35 +70%
CIAS
205
Capital Investment Advisory Services
North Carolina
$10K
LWANC
206
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
1832 Asset Management
207
1832 Asset Management
Ontario, Canada
$10K +$9.47K +70 New
OIA
208
Optimum Investment Advisors
Illinois
$9K
CWM
209
Catamount Wealth Management
Connecticut
$8K -$7.31K -54 -50%
FHA
210
Flagship Harbor Advisors
Massachusetts
$6K -$27.1K -200 -81%
OWD
211
Osborn Williams & Donohoe
Ohio
$6K +$6.09K +45 New
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$5K
CF
213
Centaurus Financial
California
$4.36K +$21.9K +162 +36%
APA
214
American Portfolios Advisors
New York
$4.22K -$39.2K -290 -91%
ADL
215
Asset Dedication LLC
California
$4K
LF
216
Lee Financial
Texas
$4K
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$4K
SMG
218
Spectrum Management Group
Indiana
$3K +$3.11K +23 New
GTAM
219
Global Trust Asset Management
Florida
$2K
JIR
220
James Investment Research
Ohio
$1K
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$934
PL
222
Polianta Ltd
Jersey
-$6.24M -51,800 Closed
ZIG
223
Zurich Insurance Group
Switzerland
-$766K -6,359 Closed
FFA
224
Fragasso Financial Advisors
Pennsylvania
-$333K -2,767 Closed
Renaissance Technologies
225
Renaissance Technologies
New York
-$289K -2,400 Closed

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.