Vanguard High Dividend Yield ETF
423 hedge funds and large institutions have $3.35B invested in Vanguard High Dividend Yield ETF in 2015 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 161 increasing their positions, 112 reducing their positions, and 24 closing their positions.
246% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 24
44% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 112
26% more funds holding in top 10
Funds holding in top 10: 35 → 44 (+9)
24% more capital invested
Capital invested by funds: $2.71B → $3.35B (+$639M)
15% more funds holding
Funds holding: 368 → 423 (+55)
3.1% more ownership
Funds ownership: 26.27% → 29.37% (+3.1%)
31% less call options, than puts
Call options by funds: $2.49M | Put options by funds: $3.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$176M |
| 2 |
LPL Financial
San Diego,
California
|
+$83.9M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$25.4M |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$21.1M |
| 5 |
Morgan Stanley
New York
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$24.3M |
| 2 |
Barclays
London,
United Kingdom
|
-$16.8M |
| 3 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$9.45M |
| 4 |
AssetMark Inc
Concord,
California
|
-$9.03M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.36M |
VYM Hedge Fund Activity: Q4 2015 in Review
423 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2015, worth a combined $3.35B — up 24% from $2.71B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new VYM positions and 24 closed out — a net gain of 59 holders — while 161 added to existing stakes and 112 trimmed.
The largest buyer was Bank of America, adding an estimated $176M. The largest seller was Goldman Sachs, cutting an estimated $24.3M.
- 423 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2015, up from 368 in Q3 2015.
- Funds reported $3.35B of Vanguard High Dividend Yield ETF stock for Q4 2015, up 24% quarter-over-quarter.
- 83 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2015 and 24 closed out, a net change of +59 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q4 2015 was Bank of America, an estimated $176M added.
- The largest Vanguard High Dividend Yield ETF seller in Q4 2015 was Goldman Sachs, an estimated $24.3M sold.
Based on aggregated 13F filings for Q4 2015.