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Vanguard Utilities ETF
VPU

Overview Fund Activity

270 hedge funds and large institutions have $1.1B invested in Vanguard Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+17
Holders Change %
+6.72%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
42
Increased
98
Reduced
59
Closed
22
Calls
$4.42M
Puts
$1.57M
Net Calls
+$2.85M
Net Calls Change
+$1.35M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$129M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.2M
3
Bank of America
Bank of America
North Carolina
+$25.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.15M
2
TRCT
Tower Research Capital (TRC)
New York
-$7.37M
3
PL
Polianta Ltd
Jersey
-$6.68M
4
PFA
Pinnacle Family Advisors
Missouri
-$5.68M
5
Jane Street
Jane Street
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
226
QCI Asset Management
New York
$35K – – –
SWM
227
SeaCrest Wealth Management
New York
$34K -$1.16K -9 -3%
FCA
228
FinTrust Capital Advisors
South Carolina
$30K – – –
CMBA
229
C.M. Bidwell & Associates
Hawaii
$30K – – –
KTC
230
Kistler-Tiffany Companies
Pennsylvania
$29K – – –
CHC
231
City Holding Co
West Virginia
$26K – – –
FNB
232
Farmers National Bank
Kentucky
$26K +$26K +200 New
CIA
233
Cascade Investment Advisors
Oregon
$25.9K – – –
MA
234
MUFG Americas
New York
$24K -$13K -100 -35%
LA
235
Legacy Advisors
Pennsylvania
$24K +$24K +185 New
US Bancorp
236
US Bancorp
Minnesota
$23K -$2.92K -23 -11%
LYV
237
Live Your Vision
Pennsylvania
$21K – – –
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$16K -$3.97K -30 -20%
FHA
239
First Horizon Advisors
Tennessee
$15K +$3K +25 +25%
RFWA
240
RPg Family Wealth Advisory
Massachusetts
$13.3K +$13.3K +103 New
FANJ
241
Financial Architects (New Jersey)
New Jersey
$13K – – –
RWA
242
Ropes Wealth Advisors
Massachusetts
$13K – – –
S
243
SignatureFD
Georgia
$13K +$9.75K +75 +300%
WCG
244
Weaver Consulting Group
California
$11K +$11K +85 New
CF
245
Centaurus Financial
California
$9.84K +$1.9K +246 +24%
TC
246
Trust Company
Kansas
$8K – – –
AIA
247
Armor Investment Advisors
North Carolina
$8K – – –
PWMG
248
Prestige Wealth Management Group
New Jersey
$8K – – –
RIA
249
Realta Investment Advisors
Delaware
$8K +$8K +62 New
SSB
250
Sandy Spring Bank
Maryland
$7K – – –
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