Vanguard High Dividend Yield ETF
1,067 hedge funds and large institutions have $11B invested in Vanguard High Dividend Yield ETF in 2020 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 367 increasing their positions, 341 reducing their positions, and 42 closing their positions.
369% more first-time investments, than exits
New positions opened: 197 | Existing positions closed: 42
38% more call options, than puts
Call options by funds: $50.1M | Put options by funds: $36.2M
23% more capital invested
Capital invested by funds: $8.97B → $11B (+$2.05B)
15% more funds holding
Funds holding: 929 → 1,067 (+138)
2% more funds holding in top 10
Funds holding in top 10: 96 → 98 (+2)
1.27% more ownership
Funds ownership: 33.94% → 35.21% (+1.3%)
8% more repeat investments, than reductions
Existing positions increased: 367 | Existing positions reduced: 341
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$256M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$142M |
| 3 |
AF
Ally Financial
Detroit,
Michigan
|
+$115M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$61.8M |
| 5 |
Morgan Stanley
New York
|
+$56.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$34.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$30.1M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$21.9M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$14.2M |
| 5 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
-$13.8M |
VYM Hedge Fund Activity: Q4 2020 in Review
1,067 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2020, worth a combined $11B — up 23% from $8.97B a quarter earlier.
Buyers outnumbered sellers: 197 funds opened new VYM positions and 42 closed out — a net gain of 155 holders — while 367 added to existing stakes and 341 trimmed.
The largest buyer was Bank of America, adding an estimated $256M. The largest seller was HighTower Advisors, exiting entirely with an estimated $34.2M sold.
- 1,067 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2020, up from 929 in Q3 2020.
- Funds reported $11B of Vanguard High Dividend Yield ETF stock for Q4 2020, up 23% quarter-over-quarter.
- 197 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2020 and 42 closed out, a net change of +155 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q4 2020 was Bank of America, an estimated $256M added.
- The largest Vanguard High Dividend Yield ETF seller in Q4 2020 was HighTower Advisors, an estimated $34.2M sold.
Based on aggregated 13F filings for Q4 2020.