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Vanguard Utilities ETF
VPU

Overview Fund Activity

119 hedge funds and large institutions have $506M invested in Vanguard Utilities ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
13
Increased
44
Reduced
25
Closed
11
Calls
$1.25M
Puts
$387K
Net Calls
+$861K
Net Calls Change
+$372K

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$95.2M
2
Bank of America
2
Bank of America
North Carolina
$83.2M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$40.4M
4
DBT
4
Dubuque Bank & Trust
Iowa
$6.61M
5
Wells Fargo
5
Wells Fargo
California
$24.9M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$4.72M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.61M
3
VC
3
Vicus Capital
Pennsylvania
$1.04M
4
AP
4
Advisors Preferred
Maryland
$41.1K
5
RJA
5
Raymond James & Associates
Florida
$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$3.44M +$949K +9,815 +38%
HW
27
Hancock Whitney
Mississippi
$3.13M – – –
FT
28
Fiduciary Trust
Massachusetts
$2.69M +$97.7K +1,011 +4%
B
29
Bailard
California
$2.39M +$33.4K +345 +1%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$2.08M +$48K +496 +2%
CS
31
Credit Suisse
Switzerland
$2M +$2M +20,628 New
BEAM
32
Baker Ellis Asset Management
Washington
$1.88M – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.85M +$310K +3,211 +20%
WA
34
WBH Advisory
Maryland
$1.76M +$300K +3,108 +21%
CPO
35
Cerity Partners OCIO
New York
$1.69M -$576K -5,960 -25%
DBIA
36
Dumont & Blake Investment Advisors
New Jersey
$1.69M -$2.42K -25 -0.1%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.41M +$77.5K +802 +6%
PFS
38
Prospera Financial Services
Texas
$1.17M +$56.7K +586 +5%
TCM
39
TD Capital Management
Tennessee
$1.12M +$8.61K +89 +0.8%
FAAS
40
First Allied Advisory Services
California
$1.11M +$165K +1,703 +17%
DHFB
41
Dixon Hubard Feinour & Brown
Virginia
$1.06M +$1.06M +10,940 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.05M +$217K +2,247 +26%
VC
43
Vicus Capital
Pennsylvania
$1.04M -$1.81M -18,712 -64%
FIM
44
Freedom Investment Management
Connecticut
$971K +$95.4K +987 +11%
NPC
45
National Planning Corporation
California
$960K -$70.8K -732 -7%
EC
46
Estate Counselors
Wisconsin
$916K – – –
IC
47
Inverness Counsel
New York
$887K – – –
GWM
48
Greenwich Wealth Management
Connecticut
$627K -$380K -3,930 -38%
CWM
49
Concert Wealth Management
California
$584K +$143K +1,503 +32%
SI
50
SII Investments
Wisconsin
$575K +$1.26K +13 +0.2%
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