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VPU

Vanguard Utilities ETF
VPU

91 hedge funds and large institutions have $267M invested in Vanguard Utilities ETF in 2013 Q2 according to their latest regulatory filings, with 91 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $641K

19.49% more ownership

Funds ownership: 0% → 19.49% (+19%)

Holders
91
Holders Change
+91
Holders Change %
–
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
91
Increased
–
Reduced
–
Closed
–
Calls
$1.59M
Puts
$641K
Net Calls
+$953K
Net Calls Change
+$953K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FT
26
Fiduciary Trust
Massachusetts
$1.89M +$1.96M +22,984 New
BEAM
27
Baker Ellis Asset Management
Washington
$1.88M +$1.94M +22,847 New
Ameriprise
28
Ameriprise
Minnesota
$1.81M +$1.87M +21,976 New
NPC
29
National Planning Corporation
California
$1.75M +$1.82M +21,355 New
GF
30
Genworth Financial
Virginia
$1.64M +$1.7M +19,941 New
DBIA
31
Dumont & Blake Investment Advisors
New Jersey
$1.5M +$1.55M +18,275 New
VF
32
Virtu Financial
New York
$1.44M +$1.49M +17,561 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.23M +$1.28M +14,993 New
EC
34
Estate Counselors
Wisconsin
$1.19M +$1.24M +14,570 New
Citigroup
35
Citigroup
New York
$1.07M +$1.1M +12,986 New
LIM
36
Leavell Investment Management
Alabama
$777K +$804K +9,450 New
WA
37
WESPAC Advisors
California
$769K +$796K +9,359 New
GWM
38
Greenwich Wealth Management
Connecticut
$758K +$784K +9,220 New
CWM
39
Concert Wealth Management
California
$719K +$747K +8,779 New
VFS
40
VSR Financial Services
Kansas
$683K +$707K +8,306 New
FIM
41
Freedom Investment Management
Connecticut
$672K +$696K +8,176 New
SI
42
SII Investments
Wisconsin
$638K +$661K +7,770 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$564K +$583K +6,856 New
IH
44
IFC Holdings
Florida
$564K +$588K +6,907 New
NSIM
45
North Star Investment Management
Illinois
$502K +$520K +6,106 New
IC
46
Inverness Counsel
New York
$493K – – –
ICOA
47
Investment Centers of America
North Dakota
$490K +$519K +6,098 New
WA
48
WFG Advisors
Texas
$487K +$504K +5,925 New
B
49
Baird
Wisconsin
$487K +$504K +5,929 New
KIG
50
Kessler Investment Group
Indiana
$462K +$478K +5,620 New
1
2
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VPU Hedge Fund Activity: Q2 2013 in Review

91 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2013, worth a combined $267M.

Buyers outnumbered sellers: 91 funds opened new VPU positions and 0 closed out — a net gain of 91 holders — while 0 added to existing stakes and 0 trimmed.

  • 91 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $267M of Vanguard Utilities ETF stock for Q2 2013.
  • 91 funds opened new Vanguard Utilities ETF positions in Q2 2013 and 0 closed out, a net change of +91 holders.

Based on aggregated 13F filings for Q2 2013.