Vanguard Utilities ETF
VPU
481 hedge funds and large institutions have $1.48B invested in Vanguard Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 146 reducing their positions, and 52 closing their positions.
113% more call options, than puts
Call options by funds: $4.35M | Put options by funds: $2.04M
20% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 146
11% more capital invested
Capital invested by funds: $1.34B → $1.48B (+$147M)
5.2% more ownership
Funds ownership: 26.06% → 31.26% (+5.2%)
2% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 52
2% less funds holding
Funds holding: 489 → 481 (-8)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$155M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$68.2M |
| 3 |
HP
Hound Partners
New York
|
+$31.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$28.9M |
| 5 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
-$28.8M |
| 2 |
BA
BCM Advisors
Lafayette,
Louisiana
|
-$27.5M |
| 3 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$13.6M |
| 4 |
Morgan Stanley
New York
|
-$9.71M |
| 5 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$8.48M |
VPU Hedge Fund Activity: Q3 2023 in Review
481 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q3 2023, worth a combined $1.48B — up 11% from $1.34B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of VPU and 51 opened new positions — a net loss of 1 holder — while 146 trimmed existing stakes and 175 added.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $155M. The largest seller was PGIM Custom Harvest, cutting an estimated $28.8M.
- 481 institutional investors held Vanguard Utilities ETF (VPU) as of Q3 2023, down from 489 in Q2 2023.
- Funds reported $1.48B of Vanguard Utilities ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 51 funds opened new Vanguard Utilities ETF positions in Q3 2023 and 52 closed out, a net change of -1 holder.
- The largest Vanguard Utilities ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $155M added.
- The largest Vanguard Utilities ETF seller in Q3 2023 was PGIM Custom Harvest, an estimated $28.8M sold.
Based on aggregated 13F filings for Q3 2023.