Vanguard High Dividend Yield ETF
563 hedge funds and large institutions have $4.7B invested in Vanguard High Dividend Yield ETF in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 254 increasing their positions, 174 reducing their positions, and 25 closing their positions.
124% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 25
48% more call options, than puts
Call options by funds: $7.52M | Put options by funds: $5.09M
46% more repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 174
5% more funds holding
Funds holding: 536 → 563 (+27)
4.38% less ownership
Funds ownership: 31.06% → 26.68% (-4.4%)
10% less funds holding in top 10
Funds holding in top 10: 67 → 60 (-7)
14% less capital invested
Capital invested by funds: $5.47B → $4.7B (-$767M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$40.6M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$17.9M |
| 3 |
FSA
Financial Sense Advisors
San Diego,
California
|
+$15M |
| 4 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
+$12M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$651M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$229M |
| 3 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$74.2M |
| 4 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$58.6M |
| 5 |
SIA
Spruce Investment Advisors
Stamford,
Connecticut
|
-$24.8M |
VYM Hedge Fund Activity: Q1 2017 in Review
563 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2017, worth a combined $4.7B — down 14% from $5.47B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new VYM positions and 25 closed out — a net gain of 31 holders — while 254 added to existing stakes and 174 trimmed.
The largest buyer was Opus Capital Group, adding an estimated $40.6M. The largest seller was Bank of America, cutting an estimated $651M.
- 563 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2017, up from 536 in Q4 2016.
- Funds reported $4.7B of Vanguard High Dividend Yield ETF stock for Q1 2017, down 14% quarter-over-quarter.
- 56 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2017 and 25 closed out, a net change of +31 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q1 2017 was Opus Capital Group, an estimated $40.6M added.
- The largest Vanguard High Dividend Yield ETF seller in Q1 2017 was Bank of America, an estimated $651M sold.
Based on aggregated 13F filings for Q1 2017.