Vanguard Utilities ETF
VPU
466 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 126 reducing their positions, and 39 closing their positions.
180% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $3.79M
38% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 39
33% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 126
2% more funds holding
Funds holding: 455 → 466 (+11)
8.81% less ownership
Funds ownership: 32.68% → 23.86% (-8.8%)
34% less capital invested
Capital invested by funds: $2B → $1.32B (-$681M)
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$58.1M |
| 2 |
Morgan Stanley
New York
|
+$29.1M |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$12.7M |
| 4 |
FNC
First National Corp
Rockland,
Massachusetts
|
+$11.6M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$290M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$225M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$72.9M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$58.4M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$28.6M |
VPU Hedge Fund Activity: Q2 2022 in Review
466 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2022, worth a combined $1.32B — down 34% from $2B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new VPU positions and 39 closed out — a net gain of 15 holders — while 167 added to existing stakes and 126 trimmed.
The largest buyer was Bank of America, adding an estimated $58.1M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $290M sold.
- 466 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2022, up from 455 in Q1 2022.
- Funds reported $1.32B of Vanguard Utilities ETF stock for Q2 2022, down 34% quarter-over-quarter.
- 54 funds opened new Vanguard Utilities ETF positions in Q2 2022 and 39 closed out, a net change of +15 holders.
- The largest Vanguard Utilities ETF buyer in Q2 2022 was Bank of America, an estimated $58.1M added.
- The largest Vanguard Utilities ETF seller in Q2 2022 was Exchange Traded Concepts, an estimated $290M sold.
Based on aggregated 13F filings for Q2 2022.