Vanguard Utilities ETF
108 hedge funds and large institutions have $272M invested in Vanguard Utilities ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 7 closing their positions.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
201% more call options, than puts
Call options by funds: $1.83M | Put options by funds: $608K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
20% more funds holding
Funds holding: 90 → 108 (+18)
0.28% more ownership
Funds ownership: 20.27% → 20.55% (+0.28%)
0% less capital invested
Capital invested by funds: $273M → $272M (-$253K)
45% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.71M |
| 3 |
Goldman Sachs
New York
|
+$2.44M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.62M |
| 5 |
CPO
Cerity Partners OCIO
New York
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.9M |
| 2 |
SG Americas Securities
New York
|
-$15.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.38M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$3.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.35M |
VPU Hedge Fund Activity: Q4 2013 in Review
108 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2013, worth a combined $272M — down 0.09% from $273M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new VPU positions and 7 closed out — a net gain of 18 holders — while 22 added to existing stakes and 40 trimmed.
The largest buyer was Bank of America, adding an estimated $2.8M. The largest seller was Fidelity Investments, exiting entirely with an estimated $17.9M sold.
- 108 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2013, up from 90 in Q3 2013.
- Funds reported $272M of Vanguard Utilities ETF stock for Q4 2013, down 0.09% quarter-over-quarter.
- 25 funds opened new Vanguard Utilities ETF positions in Q4 2013 and 7 closed out, a net change of +18 holders.
- The largest Vanguard Utilities ETF buyer in Q4 2013 was Bank of America, an estimated $2.8M added.
- The largest Vanguard Utilities ETF seller in Q4 2013 was Fidelity Investments, an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2013.