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VPU
Vanguard Utilities ETF
219 hedge funds and large institutions have $755M invested in Vanguard Utilities ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
90% more call options, than puts
Call options by funds: $2.46M | Put options by funds: $1.3M
16% more capital invested
Capital invested by funds: $653M → $755M (+$101M)
1.7% more ownership
Funds ownership: 26.42% → 28.12% (+1.7%)
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
0% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 67
1% less funds holding
Funds holding: 221 → 219 (-2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
67
Reduced
67
Closed
19
Calls
$2.46M
Puts
$1.3M
Net Calls
+$1.17M
Net Calls Change
-$1.06M
Top Buyers
Top Sellers
| 1 |
Lazard Asset Management
New York
|
-$13.2M |
| 2 |
Citigroup
New York
|
-$6.26M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.48M |
| 4 |
VEA
Virtus ETF Advisers
New York
|
-$1.7M |
| 5 |
Jane Street
New York
|
-$1.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFS
226
Legacy Financial Strategies
Overland Park,
Kansas
| – | -$295K | -2,546 | Closed |
|
|
MIH
227
Meitav Investment House
Bene-Beraq,
Israel
| – | -$232K | -2,000 | Closed |
|
|
DHFB
228
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| – | -$208K | -1,790 | Closed |
|
|
PCM
229
Poehling Capital Management
Madison,
Wisconsin
| – | -$174K | -1,500 | Closed |
|
230
SEI Investments
Oaks,
Pennsylvania
| – | -$165K | -1,426 | Closed |
|
231
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$108K | -935 | Closed |
|
232
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$58K | -500 | Closed |
|
|
OIA
233
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$34K | -297 | Closed |
|
|
LA
234
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$17K | -149 | Closed |
|
|
RFWA
235
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$14K | -121 | Closed |
|
|
TL
236
TrueWealth LLC
Atlanta,
Georgia
| – | -$11K | -95 | Closed |
|
|
TAIM
237
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$2K | -20 | Closed |
|