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Vanguard FTSE Emerging Markets ETF

1,915 hedge funds and large institutions have $49.4B invested in Vanguard FTSE Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 906 increasing their positions, 684 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 85

32% more repeat investments, than reductions

Existing positions increased: 906 | Existing positions reduced: 684

1% more funds holding

Funds holding: 1,9021,915 (+13)

0.05% more ownership

Funds ownership: 67.96%68.01% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 247247 (0)

3% less capital invested

Capital invested by funds: $51B → $49.4B (-$1.53B)

40% less call options, than puts

Call options by funds: $54.4M | Put options by funds: $91.1M

Holders
1,915
Holders Change
+13
Holders Change %
+0.68%
% of All Funds
30.51%
Holding in Top 10
247
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.94%
New
148
Increased
906
Reduced
684
Closed
85
Calls
$54.4M
Puts
$91.1M
Net Calls
-$36.7M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.23B +$168M +4,112,351 +5%
Betterment LLC
2
Betterment LLC
New York
$2.93B +$32.1M +787,088 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.41B +$59.8M +1,468,168 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.39B +$141M +3,458,504 +6%
Morgan Stanley
5
Morgan Stanley
New York
$1.99B +$136M +3,339,631 +7%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.87B +$3.61M +88,662 +0.2%
Wells Fargo
7
Wells Fargo
California
$1.86B +$26.6M +652,468 +1%
Wealthfront Advisers
8
Wealthfront Advisers
California
$1.56B -$168M -4,116,478 -10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.46B +$327M +8,015,875 +23%
WL
10
WIT LLC
District of Columbia
$1.13B +$71.2K +1,747 +7%
Empower Advisory Group
11
Empower Advisory Group
Colorado
$1.07B +$1.07B +26,317,286 New
Northern Trust
12
Northern Trust
Illinois
$919M +$77.2M +1,895,474 +9%
Creative Planning
13
Creative Planning
Kansas
$907M +$1.12M +27,600 +0.1%
Goldman Sachs
14
Goldman Sachs
New York
$874M -$19.7M -483,339 -2%
UBS Group
15
UBS Group
Switzerland
$775M +$103M +2,536,295 +15%
Financial Engines Advisors
16
Financial Engines Advisors
California
$737M +$17.1M +420,409 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$687M +$3.81M +93,581 +0.6%
SDIC
18
South Dakota Investment Council
South Dakota
$637M +$310K +7,615 +0%
WI
19
WealthNavi Inc
Japan
$630M +$31.7M +779,092 +5%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$512M +$34.1M +837,490 +7%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$457M +$7.65M +187,723 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$450M +$6.08M +149,299 +1%
JP Morgan Chase
23
JP Morgan Chase
New York
$435M +$35.2M +863,111 +9%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$415M -$14.1M -346,320 -3%
TF
25
TIAA FSB
Florida
$387M +$4.21M +103,403 +1%

VWO Hedge Fund Activity: Q1 2023 in Review

1,915 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE Emerging Markets ETF (VWO) for Q1 2023, worth a combined $49.4B — down 3% from $51B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new VWO positions and 85 closed out — a net gain of 63 holders — while 906 added to existing stakes and 684 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $327M. The largest seller was Jane Street, cutting an estimated $253M.

  • 1,915 institutional investors held Vanguard FTSE Emerging Markets ETF (VWO) as of Q1 2023, up from 1,902 in Q4 2022.
  • Funds reported $49.4B of Vanguard FTSE Emerging Markets ETF stock for Q1 2023, down 3% quarter-over-quarter.
  • 148 funds opened new Vanguard FTSE Emerging Markets ETF positions in Q1 2023 and 85 closed out, a net change of +63 holders.
  • The largest Vanguard FTSE Emerging Markets ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $327M added.
  • The largest Vanguard FTSE Emerging Markets ETF seller in Q1 2023 was Jane Street, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2023.