Vanguard High Dividend Yield ETF
536 hedge funds and large institutions have $5.47B invested in Vanguard High Dividend Yield ETF in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 220 increasing their positions, 150 reducing their positions, and 21 closing their positions.
310% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 21
47% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 150
25% more capital invested
Capital invested by funds: $4.39B → $5.47B (+$1.08B)
24% more funds holding in top 10
Funds holding in top 10: 54 → 67 (+13)
13% more funds holding
Funds holding: 475 → 536 (+61)
2.74% more ownership
Funds ownership: 28.33% → 31.06% (+2.7%)
34% less call options, than puts
Call options by funds: $6.04M | Put options by funds: $9.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$646M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18.8M |
| 4 |
Morgan Stanley
New York
|
+$16M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBSB
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
-$54.8M |
| 2 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$45.4M |
| 3 |
Goldman Sachs
New York
|
-$18M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$17.7M |
| 5 |
PC
Permanens Capital
New York
|
-$14.2M |
VYM Hedge Fund Activity: Q4 2016 in Review
536 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q4 2016, worth a combined $5.47B — up 25% from $4.39B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new VYM positions and 21 closed out — a net gain of 65 holders — while 220 added to existing stakes and 150 trimmed.
The largest buyer was Bank of America, adding an estimated $646M. The largest seller was Sullivan, Bruyette, Speros & Blaney, cutting an estimated $54.8M.
- 536 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q4 2016, up from 475 in Q3 2016.
- Funds reported $5.47B of Vanguard High Dividend Yield ETF stock for Q4 2016, up 25% quarter-over-quarter.
- 86 funds opened new Vanguard High Dividend Yield ETF positions in Q4 2016 and 21 closed out, a net change of +65 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q4 2016 was Bank of America, an estimated $646M added.
- The largest Vanguard High Dividend Yield ETF seller in Q4 2016 was Sullivan, Bruyette, Speros & Blaney, an estimated $54.8M sold.
Based on aggregated 13F filings for Q4 2016.