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Vanguard Utilities ETF
VPU

Overview Fund Activity

333 hedge funds and large institutions have $1.05B invested in Vanguard Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
6.74%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
100
Reduced
106
Closed
21
Calls
$4.64M
Puts
$4.79M
Net Calls
-$148K
Net Calls Change
+$1.65M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$72.3M
2
Goldman Sachs
Goldman Sachs
New York
$15.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$29.7M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$91.4M
5
MSU
Mizuho Securities USA
New York
$4.72M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$151K
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.03M
5
FIM
Freedom Investment Management
Connecticut
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
276
First Manhattan
New York
$72K – – –
JGIA
277
Jackson Grant Investment Advisers
Connecticut
$67K +$385 +3 +0.6%
PFO
278
Pathstone Family Office
New Jersey
$66K +$66K +515 New
NFSG
279
Newbridge Financial Services Group
Florida
$61K +$61K +474 New
AIP
280
Ameritas Investment Partners
Nebraska
$57K -$1.93K -15 -3%
JCM
281
Jacobi Capital Management
Pennsylvania
$53K +$260 +2 +0.5%
CSPIA
282
Cary Street Partners Investment Advisory
Virginia
$43K +$43K +330 New
ST
283
Smithfield Trust
Pennsylvania
$42K – – –
GI
284
Gradient Investments
Minnesota
$41K – – –
AA
285
Advisory Alpha
Michigan
$41K +$41K +301 New
TVWM
286
Tower View Wealth Management
Wisconsin
$40K +$256 +2 +0.6%
KTC
287
Kistler-Tiffany Companies
Pennsylvania
$38K – – –
SSB
288
Sandy Spring Bank
Maryland
$34K +$12.8K +100 +61%
CTC
289
Central Trust Company
Missouri
$33K – – –
ME
290
McIlrath & Eck
Washington
$33K +$25.9K +200 +364%
RCA
291
Ranch Capital Advisors
Florida
$30K -$9.79K -76 -25%
EDRH
292
Edmond de Rothschild Holding
Switzerland
$29K -$95.8K -740 -77%
JFA
293
JNBA Financial Advisors
Minnesota
$28K – – –
CHC
294
City Holding Co
West Virginia
$26K – – –
LWM
295
Liberty Wealth Management
California
$26K +$255 +2 +1%
DOA
296
D'Orazio & Associates
Virginia
$26K +$7.37K +57 +40%
CIA
297
Cascade Investment Advisors
Oregon
$25.8K – – –
FNBOSM
298
First National Bank of South Miami
Florida
$25K -$30.3K -230 -55%
TWA
299
TCI Wealth Advisors
Arizona
$23K – – –
HI
300
Hudock Inc
Pennsylvania
$20K +$258 +2 +1%
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