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VPU

Vanguard Utilities ETF

377 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 146 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 93

38% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $2.87M

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

2% more funds holding

Funds holding: 370377 (+7)

3% more capital invested

Capital invested by funds: $1.18B → $1.21B (+$31M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.93% less ownership

Funds ownership: 26%25.07% (-0.93%)

Holders
377
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
146
Reduced
93
Closed
32
Calls
$3.95M
Puts
$2.87M
Net Calls
+$1.08M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$157K -$16.8K -117 -9%
JP Morgan Chase
277
JP Morgan Chase
New York
$153K -$5.16K -36 -3%
Lazard Asset Management
278
Lazard Asset Management
New York
$151K
WT
279
Whittier Trust
California
$151K
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$150K
EIP
281
Ellis Investment Partners
Pennsylvania
$150K +$1K +7 +0.6%
MTC
282
Matrix Trust Company
Colorado
$144K -$183K -1,277 -55%
CIA
283
Choate Investment Advisors
Massachusetts
$143K
FGAM
284
Financial Gravity Asset Management
Texas
$139K -$3.01K -21 -81%
TIM
285
Tortoise Investment Management
New York
$139K
CCM
286
Covington Capital Management
California
$133K
PCFFS
287
Pacific Center for Financial Services
California
$127K
CT
288
Caldwell Trust
Florida
$124K
CAL
289
Capital Advisors Ltd
Ohio
$121K
EVM
290
Eaton Vance Management
Massachusetts
$121K
NSB
291
Norway Savings Bank
Maine
$114K -$22.2K -155 -16%
SWM
292
Selective Wealth Management
Virginia
$110K -$53.9K -376 -32%
FP
293
Financial Perspectives
Minnesota
$106K -$15.3M -106,865 -99%
AWM
294
Atticus Wealth Management
Florida
$105K -$10K -70 -8%
Kayne Anderson Rudnick Investment Management
295
Kayne Anderson Rudnick Investment Management
California
$99K
TCWA
296
Ten Capital Wealth Advisors
Washington
$97K
CB
297
Community Bank
New York
$94K
EW
298
Evoke Wealth
California
$83K -$5.88K -41 -6%
BAM
299
Bellevue Asset Management
Washington
$83K
S
300
SignatureFD
Georgia
$83K