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Vanguard FTSE Emerging Markets ETF

1,727 hedge funds and large institutions have $53.3B invested in Vanguard FTSE Emerging Markets ETF in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 885 increasing their positions, 537 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 67

65% more repeat investments, than reductions

Existing positions increased: 885 | Existing positions reduced: 537

13% more capital invested

Capital invested by funds: $47.1B → $53.3B (+$6.18B)

6% more funds holding in top 10

Funds holding in top 10: 232245 (+13)

4% more funds holding

Funds holding: 1,6671,727 (+60)

1.89% more ownership

Funds ownership: 66.59%68.48% (+1.9%)

54% less call options, than puts

Call options by funds: $59.6M | Put options by funds: $129M

Holders
1,727
Holders Change
+60
Holders Change %
+3.6%
% of All Funds
30.32%
Holding in Top 10
245
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+5.6%
% of All Funds
4.3%
New
140
Increased
885
Reduced
537
Closed
67
Calls
$59.6M
Puts
$129M
Net Calls
-$69.1M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
226
Freestone Capital Holdings
Washington
$18.8M +$1.83M +34,444 +11%
MHIC
227
Marble Harbor Investment Counsel
Massachusetts
$18.5M +$47.9K +900 +0.3%
BS
228
Banco Santander
Spain
$18.5M -$1.08M -20,287 -5%
FSC
229
Full Sail Capital
Oklahoma
$18.4M +$692 +13 +0%
MW
230
Marcum Wealth
Ohio
$18.3M +$1.18M +22,167 +7%
PGA
231
Portland Global Advisors
Maine
$18M +$516K +9,685 +3%
OIS
232
Okabena Investment Services
Minnesota
$17.8M +$1.47M +27,683 +9%
CCM
233
Carlson Capital Management
Minnesota
$17.8M -$605K -11,365 -3%
RFA
234
Radnor Financial Advisors
Pennsylvania
$17.7M +$433K +8,131 +2%
CAM
235
Chandler Asset Management
California
$17.7M +$326K +6,130 +2%
CC
236
Callan Capital
California
$17.1M +$959K +18,010 +6%
CIBC World Market
237
CIBC World Market
Ontario, Canada
$17.1M +$1.07M +20,055 +6%
SSWG
238
Seven Springs Wealth Group
Tennessee
$16.9M -$5.48K -103 -0%
AA
239
Alesco Advisors
New York
$16.9M -$557K -10,469 -3%
PWAC
240
Private Wealth Advisors (California)
California
$16.9M +$3.74M +70,344 +28%
BEC
241
Blue Edge Capital
Virginia
$16.9M +$13.6K +256 +0.1%
GG
242
Gofen & Glossberg
Illinois
$16.5M +$396K +7,436 +2%
SP
243
Symmetry Partners
Connecticut
$16.5M +$3.01M +56,474 +22%
RWG
244
Ratio Wealth Group
Colorado
$16.5M +$3.16M +59,409 +23%
RIM
245
Rakuten Investment Management
Japan
$16.4M +$1.73M +32,500 +11%
NL
246
NEPC LLC
Massachusetts
$16.4M -$4.86M -91,235 -22%
AFS
247
Axiom Financial Strategies
Indiana
$16.3M +$8.74M +164,230 +111%
EC
248
Estate Counselors
Wisconsin
$16.2M +$870K +16,345 +6%
MNG
249
Manning & Napier Group
New York
$16.2M
SC
250
Sepio Capital
Utah
$16.2M -$2.13M -39,945 -11%

VWO Hedge Fund Activity: Q1 2021 in Review

1,727 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q1 2021, worth a combined $53.3B — up 13% from $47.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new VWO positions and 67 closed out — a net gain of 73 holders — while 885 added to existing stakes and 537 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $2.25B. The largest seller was Charles Schwab, cutting an estimated $444M.

  • 1,727 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q1 2021, up from 1,667 in Q4 2020.
  • Funds reported $53.3B of Vanguard FTSE Emerging Markets ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 140 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q1 2021 and 67 closed out, a net change of +73 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q1 2021 was Jones Financial Companies, an estimated $2.25B added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q1 2021 was Charles Schwab, an estimated $444M sold.

Based on aggregated 13F filings for Q1 2021.