Vanguard High Dividend Yield ETF
367 hedge funds and large institutions have $2.86B invested in Vanguard High Dividend Yield ETF in 2015 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 173 increasing their positions, 83 reducing their positions, and 28 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 83
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
4% more funds holding
Funds holding: 352 → 367 (+15)
3% more funds holding in top 10
Funds holding in top 10: 36 → 37 (+1)
1% more capital invested
Capital invested by funds: $2.84B → $2.86B (+$19.1M)
1.01% less ownership
Funds ownership: 27.11% → 26.1% (-1%)
24% less call options, than puts
Call options by funds: $1.63M | Put options by funds: $2.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$25.4M |
| 2 |
Goldman Sachs
New York
|
+$23.1M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$20.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$14.9M |
| 5 |
Morgan Stanley
New York
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$37.3M |
| 2 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$20.6M |
| 3 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$20.4M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$20M |
| 5 |
LC
Lubar & Co
Milwaukee,
Wisconsin
|
-$15.9M |
VYM Hedge Fund Activity: Q1 2015 in Review
367 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2015, worth a combined $2.86B — up 0.67% from $2.84B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new VYM positions and 28 closed out — a net gain of 20 holders — while 173 added to existing stakes and 83 trimmed.
The largest buyer was Bank of America, adding an estimated $25.4M. The largest seller was Deutsche Bank, exiting entirely with an estimated $37.3M sold.
- 367 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2015, up from 352 in Q4 2014.
- Funds reported $2.86B of Vanguard High Dividend Yield ETF stock for Q1 2015, up 0.67% quarter-over-quarter.
- 48 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2015 and 28 closed out, a net change of +20 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q1 2015 was Bank of America, an estimated $25.4M added.
- The largest Vanguard High Dividend Yield ETF seller in Q1 2015 was Deutsche Bank, an estimated $37.3M sold.
Based on aggregated 13F filings for Q1 2015.