Vanguard Utilities ETF
90 hedge funds and large institutions have $273M invested in Vanguard Utilities ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 13 closing their positions.
106% more call options, than puts
Call options by funds: $2.14M | Put options by funds: $1.04M
30% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 23
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
2% more capital invested
Capital invested by funds: $267M → $273M (+$5.38M)
0.78% more ownership
Funds ownership: 19.49% → 20.27% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 91 → 90 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.3M |
| 2 |
SG Americas Securities
New York
|
+$14.5M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$6.92M |
| 4 |
AIG
American International Group
New York
|
+$2.23M |
| 5 |
B
Bailard
Foster City,
California
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.19M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.81M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
-$3.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.1M |
VPU Hedge Fund Activity: Q3 2013 in Review
90 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q3 2013, worth a combined $273M — up 2% from $267M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VPU positions and 13 closed out — a net gain of 1 holder — while 30 added to existing stakes and 23 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $18.3M. The largest seller was Credit Suisse, exiting entirely with an estimated $14M sold.
- 90 institutional investors held Vanguard Utilities ETF (VPU) as of Q3 2013, down from 91 in Q2 2013.
- Funds reported $273M of Vanguard Utilities ETF stock for Q3 2013, up 2% quarter-over-quarter.
- 14 funds opened new Vanguard Utilities ETF positions in Q3 2013 and 13 closed out, a net change of +1 holder.
- The largest Vanguard Utilities ETF buyer in Q3 2013 was Fidelity Investments, an estimated $18.3M added.
- The largest Vanguard Utilities ETF seller in Q3 2013 was Credit Suisse, an estimated $14M sold.
Based on aggregated 13F filings for Q3 2013.