Vanguard High Dividend Yield ETF
704 hedge funds and large institutions have $5.52B invested in Vanguard High Dividend Yield ETF in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 240 increasing their positions, 267 reducing their positions, and 46 closing their positions.
37% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 46
24% more call options, than puts
Call options by funds: $8.87M | Put options by funds: $7.13M
2% more funds holding
Funds holding: 691 → 704 (+13)
1.49% less ownership
Funds ownership: 28.8% → 27.31% (-1.5%)
4% less funds holding in top 10
Funds holding in top 10: 78 → 75 (-3)
10% less repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 267
10% less capital invested
Capital invested by funds: $6.15B → $5.52B (-$629M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$135M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$22.5M |
| 3 |
CL
CPWM LLC
Seattle,
Washington
|
+$15.9M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$12.4M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$403M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$82.2M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$50M |
| 4 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
-$22.5M |
| 5 |
Jane Street
New York
|
-$20.4M |
VYM Hedge Fund Activity: Q1 2018 in Review
704 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q1 2018, worth a combined $5.52B — down 10% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new VYM positions and 46 closed out — a net gain of 17 holders — while 240 added to existing stakes and 267 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $135M. The largest seller was Bank of America, cutting an estimated $403M.
- 704 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q1 2018, up from 691 in Q4 2017.
- Funds reported $5.52B of Vanguard High Dividend Yield ETF stock for Q1 2018, down 10% quarter-over-quarter.
- 63 funds opened new Vanguard High Dividend Yield ETF positions in Q1 2018 and 46 closed out, a net change of +17 holders.
- The largest Vanguard High Dividend Yield ETF buyer in Q1 2018 was Morgan Stanley, an estimated $135M added.
- The largest Vanguard High Dividend Yield ETF seller in Q1 2018 was Bank of America, an estimated $403M sold.
Based on aggregated 13F filings for Q1 2018.