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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 %
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.58K – – –
PG
327
Proffitt & Goodson
Tennessee
$2K – – –
CHAM
328
Clear Harbor Asset Management
Connecticut
$1.42K +$1.42K +11 New
JIR
329
James Investment Research
Ohio
$1K -$250 -1 -20%
HFA
330
Hoover Financial Advisors
Pennsylvania
$1K – – –
CFN
331
Cordasco Financial Network
Florida
$1K – – –
PCG
332
Private Capital Group
Connecticut
$1K – – –
FCA
333
FinTrust Capital Advisors
South Carolina
$30 – – –
IAIM
334
International Assets Investment Management
Florida
– -$3.91M -18,026 Closed
RIA
335
Regal Investment Advisors
Michigan
– -$1.12M -9,025 Closed
Nomura Asset Management
336
Nomura Asset Management
Japan
– -$693K -5,600 Closed
SW
337
SkyOak Wealth
Michigan
– -$504K -4,075 Closed
OC
338
Oppenheimer & Co
New York
– -$424K -3,426 Closed
BWA
339
Beam Wealth Advisors
Louisiana
– -$326K -2,601 Closed
CWM
340
Campbell Wealth Management
Virginia
– -$174K -1,405 Closed
OPS
341
Orion Portfolio Solutions
Nebraska
– -$150K -1,214 Closed
PA
342
Perennial Advisors
New York
– -$51K -412 Closed
RFWA
343
RPg Family Wealth Advisory
Massachusetts
– -$48.4K -391 Closed
Simplex Trading
344
Simplex Trading
Illinois
– -$45K -368 Closed
RDWM
345
Red Door Wealth Management
Tennessee
– -$39K -322 Closed
KPW
346
Kore Private Wealth
New York
– -$38K -313 Closed
LFG
347
LifePlan Financial Group
Ohio
– -$31K -249 Closed
Deutsche Bank
348
Deutsche Bank
Germany
– -$22K -177 Closed
BFIM
349
Beese Fulmer Investment Management
Ohio
– -$16K -128 Closed
FANJ
350
Financial Architects (New Jersey)
New Jersey
– -$12K -100 Closed
11 12 13
14
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