Vanguard Utilities ETF
489 hedge funds and large institutions have $1.34B invested in Vanguard Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 177 reducing their positions, and 38 closing their positions.
63% more call options, than puts
Call options by funds: $6.09M | Put options by funds: $3.73M
16% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 38
0% more funds holding
Funds holding: 487 → 489 (+2)
0.01% more ownership
Funds ownership: 26.05% → 26.06% (+0.01%)
3% less capital invested
Capital invested by funds: $1.38B → $1.34B (-$44M)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
33% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 177
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Hound Partners
New York
|
+$21.8M |
| 2 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$14.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.82M |
| 4 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$8.35M |
| 5 |
Two Sigma Investments
New York
|
+$7.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$47.5M |
| 2 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$11.2M |
| 3 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$8.95M |
| 4 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$3.16M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$2.63M |
VPU Hedge Fund Activity: Q2 2023 in Review
489 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2023, worth a combined $1.34B — down 3.2% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new VPU positions and 38 closed out — a net gain of 6 holders — while 119 added to existing stakes and 177 trimmed.
The largest buyer was Hound Partners, opening a new position worth an estimated $21.8M. The largest seller was EP Wealth Advisors, cutting an estimated $47.5M.
- 489 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2023, up from 487 in Q1 2023.
- Funds reported $1.34B of Vanguard Utilities ETF stock for Q2 2023, down 3.2% quarter-over-quarter.
- 44 funds opened new Vanguard Utilities ETF positions in Q2 2023 and 38 closed out, a net change of +6 holders.
- The largest Vanguard Utilities ETF buyer in Q2 2023 was Hound Partners, an estimated $21.8M added.
- The largest Vanguard Utilities ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $47.5M sold.
Based on aggregated 13F filings for Q2 2023.