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Vanguard FTSE Emerging Markets ETF

1,060 hedge funds and large institutions have $31.3B invested in Vanguard FTSE Emerging Markets ETF in 2017 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 529 increasing their positions, 340 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 39

56% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 340

17% more capital invested

Capital invested by funds: $26.7B → $31.3B (+$4.61B)

13% more funds holding in top 10

Funds holding in top 10: 164186 (+22)

5% more funds holding

Funds holding: 1,0101,060 (+50)

0.91% more ownership

Funds ownership: 60.79%61.7% (+0.91%)

10% less call options, than puts

Call options by funds: $81.8M | Put options by funds: $90.7M

Holders
1,060
Holders Change
+50
Holders Change %
+4.95%
% of All Funds
26.38%
Holding in Top 10
186
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+13.41%
% of All Funds
4.63%
New
100
Increased
529
Reduced
340
Closed
39
Calls
$81.8M
Puts
$90.7M
Net Calls
-$8.95M
Net Calls Change
-$4.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.87B +$377M +9,764,395 +11%
BA
2
Bridgewater Associates
Connecticut
$2.87B -$773M -20,018,578 -22%
Bank of America
3
Bank of America
North Carolina
$2.22B +$238M +6,173,994 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.76B +$229M +5,944,098 +15%
Morgan Stanley
5
Morgan Stanley
New York
$1.11B +$145M +3,748,880 +16%
WIM
6
Windhaven Investment Management
Massachusetts
$957M -$82.3M -2,131,933 -8%
Goldman Sachs
7
Goldman Sachs
New York
$784M +$15.6M +405,243 +2%
W
8
Wealthfront
California
$745M +$114M +2,962,889 +19%
Northern Trust
9
Northern Trust
Illinois
$685M +$71.8M +1,859,765 +12%
Betterment LLC
10
Betterment LLC
New York
$630M +$95.9M +2,485,392 +19%
UBS Group
11
UBS Group
Switzerland
$502M +$22.6M +585,461 +5%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$498M +$17.2M +444,740 +4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$472M +$95.2M +2,466,717 +26%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$438M +$49.9M +1,292,313 +13%
USAA
15
United Services Automobile Association
Texas
$379M +$752K +19,485 +0.2%
Creative Planning
16
Creative Planning
Kansas
$362M +$16.1M +417,691 +5%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$345M +$6.24M +161,728 +2%
YU
18
Yale University
Connecticut
$345M -$145M -3,756,000 -30%
ACI
19
AMP Capital Investors
Australia
$324M -$208M -5,399,600 -40%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$315M -$24.1M -624,902 -7%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$306M +$130M +3,361,022 +77%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$306M +$297M +7,700,000 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$285M -$88.6M -2,296,453 -24%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$267M +$9.89M +256,280 +4%
JP Morgan Chase
25
JP Morgan Chase
New York
$267M -$50.1M -1,298,461 -16%

VWO Hedge Fund Activity: Q1 2017 in Review

1,060 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q1 2017, worth a combined $31.3B — up 17% from $26.7B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VWO positions and 39 closed out — a net gain of 61 holders — while 529 added to existing stakes and 340 trimmed.

The largest buyer was Wells Fargo, adding an estimated $377M. The largest seller was Bridgewater Associates, cutting an estimated $773M.

  • 1,060 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q1 2017, up from 1,010 in Q4 2016.
  • Funds reported $31.3B of Vanguard FTSE Emerging Markets ETF stock for Q1 2017, up 17% quarter-over-quarter.
  • 100 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q1 2017 and 39 closed out, a net change of +61 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q1 2017 was Wells Fargo, an estimated $377M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q1 2017 was Bridgewater Associates, an estimated $773M sold.

Based on aggregated 13F filings for Q1 2017.