Vanguard Utilities ETF
253 hedge funds and large institutions have $751M invested in Vanguard Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 77 increasing their positions, 53 reducing their positions, and 22 closing their positions.
700% more funds holding in top 10
Funds holding in top 10: 1 → 8 (+7)
168% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 22
146% more call options, than puts
Call options by funds: $2.52M | Put options by funds: $1.02M
45% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 53
16% more funds holding
Funds holding: 219 → 253 (+34)
0% less capital invested
Capital invested by funds: $755M → $751M (-$3.38M)
2.14% less ownership
Funds ownership: 28.12% → 25.98% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$20.5M |
| 2 |
Morgan Stanley
New York
|
+$18.1M |
| 3 |
PL
Polianta Ltd
St Helier,
Jersey
|
+$6.86M |
| 4 |
I
INVST
Indianapolis,
Indiana
|
+$6.28M |
| 5 |
BCP
Berkeley Capital Partners
Milton,
Georgia
|
+$6.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$138M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$35.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.7M |
| 4 |
VAM
Visionary Asset Management
Houston,
Texas
|
-$3.12M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$2.4M |
VPU Hedge Fund Activity: Q4 2018 in Review
253 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2018, worth a combined $751M — down 0.45% from $755M a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new VPU positions and 22 closed out — a net gain of 37 holders — while 77 added to existing stakes and 53 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $20.5M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $138M.
- 253 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2018, up from 219 in Q3 2018.
- Funds reported $751M of Vanguard Utilities ETF stock for Q4 2018, down 0.45% quarter-over-quarter.
- 59 funds opened new Vanguard Utilities ETF positions in Q4 2018 and 22 closed out, a net change of +37 holders.
- The largest Vanguard Utilities ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $20.5M added.
- The largest Vanguard Utilities ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $138M sold.
Based on aggregated 13F filings for Q4 2018.