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Vanguard Communication Services ETF
VOX

143 hedge funds and large institutions have $999M invested in Vanguard Communication Services ETF in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 53 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

141% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 22

79% more capital invested

Capital invested by funds: $558M → $999M (+$441M)

68% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $678K

35% more funds holding

Funds holding: 106 → 143 (+37)

10.05% more ownership

Funds ownership: 64.2% → 74.26% (+10%)

Holders
143
Holders Change
+37
Holders Change %
+34.91%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.11%
New
52
Increased
53
Reduced
22
Closed
14
Calls
$1.14M
Puts
$678K
Net Calls
+$462K
Net Calls Change
+$227K

Top Buyers

1
CI
Clal Insurance
Israel
+$71.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.9M
3
UCFA
United Capital Financial Advisors
Texas
+$28.9M
4
RIG
RiverFront Investment Group
Virginia
+$26.4M
5
Bank of America
Bank of America
North Carolina
+$21.8M

Top Sellers

1
MFBTD
MB Financial Bank - Trust Department
Illinois
-$8.05M
2
Goldman Sachs
Goldman Sachs
New York
-$5.52M
3
TH
Timber Hill
Connecticut
-$1.24M
4
BAC
Boys Arnold & Co
North Carolina
-$737K
5
PAG
Pinnacle Advisory Group
Maryland
-$705K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$4.97M +$4.12M +47,917 +834%
MPM
27
Meritage Portfolio Management
Kansas
$4.83M -$101K -1,180 -2%
FM
28
Forward Management
California
$4.34M +$4.02M +46,762 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$3.8M +$152K +1,764 +4%
MCM
30
Murphy Capital Management
New Jersey
$3.63M -$32.9K -383 -1%
HCM
31
Hollencrest Capital Management
California
$3.57M +$601 +7 +0%
FT
32
Fiduciary Trust
Massachusetts
$3.57M +$172K +2,007 +6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.46M +$1.86M +21,697 +139%
CCMH
34
Cornerstone Capital Management Holdings
New York
$3.07M +$2.85M +33,143 New
NYLIM
35
New York Life Investment Management
New York
$3.07M +$2.85M +33,143 New
KCM
36
Karp Capital Management
California
$2.97M +$1.24M +14,464 +82%
WA
37
WBH Advisory
Maryland
$2.8M +$129K +1,497 +5%
FIG
38
FundX Investment Group
California
$2.72M +$2.52M +29,317 New
DBIA
39
Dumont & Blake Investment Advisors
New Jersey
$2.68M -$79.6K -927 -3%
BCM
40
Brookstone Capital Management
Illinois
$2.62M +$2.43M +28,309 New
Jane Street
41
Jane Street
New York
$2.52M +$2.33M +27,169 New
CI
42
Cavalier Investments
Georgia
$2.23M +$2.06M +24,011 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$2.05M +$885K +10,298 +87%
UFA
44
US Financial Advisors
Massachusetts
$1.9M +$1.68M +19,539 +1,964%
BRWA
45
B. Riley Wealth Advisors
Florida
$1.89M -$2.15K -25 -0.1%
BHB
46
Bank Hapoalim BM
Israel
$1.87M +$1.73M +20,160 New
TCOO
47
Trust Company of Oklahoma
Oklahoma
$1.86M +$125K +1,460 +8%
TCT
48
TIAA CREF Trust
Missouri
$1.69M +$1.57M +18,228 New
BCMIO
49
Beacon Capital Management Inc (Ohio)
Ohio
$1.57M +$995K +11,584 +216%
WF
50
WealthTrust Fairport
Ohio
$1.55M +$80K +931 +6%
1
2
3 4 5

VOX Hedge Fund Activity: Q1 2016 in Review

143 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Communication Services ETF (VOX) for Q1 2016, worth a combined $999M — up 79% from $558M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VOX positions and 14 closed out — a net gain of 38 holders — while 53 added to existing stakes and 22 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $71.2M. The largest seller was MB Financial Bank - Trust Department, cutting an estimated $8.05M.

  • 143 institutional investors held Vanguard Communication Services ETF (VOX) as of Q1 2016, up from 106 in Q4 2015.
  • Funds reported $999M of Vanguard Communication Services ETF stock for Q1 2016, up 79% quarter-over-quarter.
  • 52 funds opened new Vanguard Communication Services ETF positions in Q1 2016 and 14 closed out, a net change of +38 holders.
  • The largest Vanguard Communication Services ETF buyer in Q1 2016 was Clal Insurance, an estimated $71.2M added.
  • The largest Vanguard Communication Services ETF seller in Q1 2016 was MB Financial Bank - Trust Department, an estimated $8.05M sold.

Based on aggregated 13F filings for Q1 2016.