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VPU

Vanguard Utilities ETF

593 hedge funds and large institutions have $2.05B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 225 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $4.35M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

58% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 551593 (+42)

1.43% more ownership

Funds ownership: 30.37%31.8% (+1.4%)

1% more capital invested

Capital invested by funds: $2.03B → $2.05B (+$22.2M)

Holders
593
Holders Change
+42
Holders Change %
+7.62%
% of All Funds
7.81%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
97
Increased
225
Reduced
142
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
326
Elevation Capital Advisory
Oregon
$376K +$189K +1,102 +92%
AT
327
American Trust
Kentucky
$371K +$388K +2,268 New
Northern Trust
328
Northern Trust
Illinois
$369K +$9.93K +58 +3%
MCCA
329
Mill Creek Capital Advisors
Pennsylvania
$367K
CFP
330
Curran Financial Partners
South Carolina
$367K -$1.12M -6,572 -75%
FFN
331
Focus Financial Network
Minnesota
$364K +$1.03K +6 +0.3%
BP
332
Ballentine Partners
Massachusetts
$363K +$380K +2,223 New
AF
333
Apexium Financial
Texas
$362K +$379K +2,213 New
SFS
334
Sharp Financial Services
Pennsylvania
$360K +$17.1K +100 +5%
GS
335
GTS Securities
New York
$354K +$371K +2,166 New
GRP
336
Global Retirement Partners
California
$352K +$106K +619 +40%
JIC
337
Joel Isaacson & Co
New York
$349K +$5.48K +32 +2%
EWA
338
Elevate Wealth Advisory
Georgia
$349K +$513 +3 +0.1%
MCM
339
MontVue Capital Management
Virginia
$347K
AWA
340
Acorn Wealth Advisors
Michigan
$347K -$2.74K -16 -0.7%
GLLW
341
Graves Light Lenhart Wealth
Virginia
$345K -$1.2K -7 -0.3%
WIA
342
World Investment Advisors
California
$341K -$15.9K -93 -4%
HH
343
Hilltop Holdings
Texas
$340K +$24.3K +142 +7%
SB
344
Simmons Bank
Arkansas
$340K
ITB
345
Idaho Trust Bank
Idaho
$338K +$28.8K +168 +9%
Belvedere Trading
346
Belvedere Trading
Illinois
$338K +$354K +2,066 New
FC
347
Fulcrum Capital
Washington
$335K
Bank of New York Mellon
348
Bank of New York Mellon
New York
$334K -$282K -1,645 -45%
CPA
349
Cardiff Park Advisors
California
$330K
CG
350
Caprock Group
Idaho
$329K +$344K +2,011 New