We are live on ! Find out more
VWO icon

Vanguard FTSE Emerging Markets ETF

818 hedge funds and large institutions have $26.8B invested in Vanguard FTSE Emerging Markets ETF in 2014 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 358 increasing their positions, 303 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

38% more call options, than puts

Call options by funds: $150M | Put options by funds: $109M

18% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 303

9% more capital invested

Capital invested by funds: $24.5B → $26.8B (+$2.29B)

8% more funds holding in top 10

Funds holding in top 10: 143154 (+11)

4% more funds holding

Funds holding: 783818 (+35)

1.16% less ownership

Funds ownership: 58.77%57.6% (-1.2%)

Holders
818
Holders Change
+35
Holders Change %
+4.47%
% of All Funds
23.5%
Holding in Top 10
154
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.69%
% of All Funds
4.42%
New
77
Increased
358
Reduced
303
Closed
36
Calls
$150M
Puts
$109M
Net Calls
+$41M
Net Calls Change
+$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
726
Regal Investment Advisors
Michigan
$249K +$67.2K +1,595 +38%
BAM
727
Berkshire Asset Management
Pennsylvania
$245K -$2.11K -50 -0.9%
PAS
728
Partnervest Advisory Services
California
$241K +$178K +4,236 +314%
BTNA
729
Bremer Trust National Association
Minnesota
$240K
WA
730
WBH Advisory
Maryland
$239K +$42 +1 +0%
WPP
731
Whalerock Point Partners
Rhode Island
$232K +$10.7K +253 +5%
BFIM
732
Beese Fulmer Investment Management
Ohio
$231K -$20.2K -480 -8%
GHAM
733
Gilman Hill Asset Management
Connecticut
$231K
TWA
734
TCI Wealth Advisors
Arizona
$228K -$49.3K -1,170 -18%
GD
735
Grandfield & Dodd
New York
$227K
CAPTRUST Financial Advisors
736
CAPTRUST Financial Advisors
North Carolina
$225K -$2.42M -57,382 -92%
TF
737
Tompkins Financial
New York
$224K
PA
738
Pinnacle Associates
New York
$224K +$4.3K +102 +2%
BB
739
Busey Bank
Illinois
$223K -$14.1K -334 -6%
WC
740
Whitnell & Co
Illinois
$222K
SWP
741
Stratos Wealth Partners
Ohio
$222K +$218K +5,164 New
3AM
742
3D Asset Management
Connecticut
$221K -$4.38K -104 -2%
Mirae Asset Global Investments
743
Mirae Asset Global Investments
South Korea
$220K -$37.9K -900 -15%
CS
744
Comerica Securities
Michigan
$219K
OCM
745
Osterweis Capital Management
California
$219K
TFA
746
Toth Financial Advisory
Virginia
$219K
MC
747
Moors & Cabot
Massachusetts
$213K +$206K +4,884 New
PFC
748
Poplar Forest Capital
California
$213K +$208K +4,929 New
Rafferty Asset Management
749
Rafferty Asset Management
New York
$211K +$206K +4,891 New
CM
750
Capital Management
Virginia
$207K +$202K +4,802 New

VWO Hedge Fund Activity: Q2 2014 in Review

818 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q2 2014, worth a combined $26.8B — up 9.3% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VWO positions and 36 closed out — a net gain of 41 holders — while 358 added to existing stakes and 303 trimmed.

The largest buyer was Vanguard Group, adding an estimated $189M. The largest seller was Goldman Sachs, cutting an estimated $283M.

  • 818 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q2 2014, up from 783 in Q1 2014.
  • Funds reported $26.8B of Vanguard FTSE Emerging Markets ETF stock for Q2 2014, up 9.3% quarter-over-quarter.
  • 77 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q2 2014 and 36 closed out, a net change of +41 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q2 2014 was Vanguard Group, an estimated $189M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q2 2014 was Goldman Sachs, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2014.