Vanguard High Dividend Yield ETF
465 hedge funds and large institutions have $3.99B invested in Vanguard High Dividend Yield ETF in 2016 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 226 increasing their positions, 117 reducing their positions, and 20 closing their positions.
145% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 20
93% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 117
77% more call options, than puts
Call options by funds: $8.17M | Put options by funds: $4.61M
6% more capital invested
Capital invested by funds: $3.74B → $3.99B (+$241M)
5% more funds holding
Funds holding: 441 → 465 (+24)
4% more funds holding in top 10
Funds holding in top 10: 51 → 53 (+2)
0.66% less ownership
Funds ownership: 28.73% → 28.07% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$41.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$40.3M |
| 3 |
Morgan Stanley
New York
|
+$25.6M |
| 4 |
SIA
Spruce Investment Advisors
Stamford,
Connecticut
|
+$25.4M |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$207M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$137M |
| 3 |
LPL Financial
San Diego,
California
|
-$83.6M |
| 4 |
PC
Permanens Capital
New York
|
-$42.9M |
| 5 |
AIG
American International Group
New York
|
-$7.61M |
VYM Hedge Fund Activity: Q2 2016 in Review
465 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q2 2016, worth a combined $3.99B — up 6.4% from $3.74B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new VYM positions and 20 closed out — a net gain of 29 holders — while 226 added to existing stakes and 117 trimmed.
The largest buyer was Wells Fargo, adding an estimated $41.5M. The largest seller was Bank of Montreal, cutting an estimated $207M.
- 465 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q2 2016, up from 441 in Q1 2016.
- Funds reported $3.99B of Vanguard High Dividend Yield ETF stock for Q2 2016, up 6.4% quarter-over-quarter.
- 49 funds opened new Vanguard High Dividend Yield ETF positions in Q2 2016 and 20 closed out, a net change of +29 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q2 2016 was Wells Fargo, an estimated $41.5M added.
- The largest Vanguard High Dividend Yield ETF seller in Q2 2016 was Bank of Montreal, an estimated $207M sold.
Based on aggregated 13F filings for Q2 2016.