Vanguard High Dividend Yield ETF
441 hedge funds and large institutions have $3.75B invested in Vanguard High Dividend Yield ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 220 increasing their positions, 105 reducing their positions, and 34 closing their positions.
122% more call options, than puts
Call options by funds: $10M | Put options by funds: $4.51M
110% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 105
68% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 34
16% more funds holding in top 10
Funds holding in top 10: 44 → 51 (+7)
12% more capital invested
Capital invested by funds: $3.36B → $3.75B (+$388M)
4% more funds holding
Funds holding: 423 → 441 (+18)
0.65% less ownership
Funds ownership: 29.38% → 28.73% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$61.8M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$33.8M |
| 3 |
Morgan Stanley
New York
|
+$28.8M |
| 4 |
Goldman Sachs
New York
|
+$20.1M |
| 5 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$111M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$22.5M |
| 3 |
BIAS
Beacon Investment Advisory Services
Morristown,
New Jersey
|
-$10.6M |
| 4 |
JP Morgan Chase
New York
|
-$7.96M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$5.83M |
VYM Hedge Fund Activity: Q1 2016 in Review
441 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2016, worth a combined $3.75B — up 12% from $3.36B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new VYM positions and 34 closed out — a net gain of 23 holders — while 220 added to existing stakes and 105 trimmed.
The largest buyer was Stuart Chaussee & Associates, adding an estimated $61.8M. The largest seller was Bank of America, cutting an estimated $111M.
- 441 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2016, up from 423 in Q4 2015.
- Funds reported $3.75B of Vanguard High Dividend Yield ETF stock for Q1 2016, up 12% quarter-over-quarter.
- 57 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2016 and 34 closed out, a net change of +23 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q1 2016 was Stuart Chaussee & Associates, an estimated $61.8M added.
- The largest Vanguard High Dividend Yield ETF seller in Q1 2016 was Bank of America, an estimated $111M sold.
Based on aggregated 13F filings for Q1 2016.