VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

137 hedge funds and large institutions have $579M invested in Vanguard Utilities ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
31
Increased
37
Reduced
36
Closed
8
Calls
$2.27M
Puts
$942K
Net Calls
+$1.33M
Net Calls Change
+$1.48M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$157M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$83.9M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$64M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$17.7M
5
QA
5
Quantitative Advantage
Minnesota
$6.64M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.67M
5
RJA
5
Raymond James & Associates
Florida
$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
26
Hancock Whitney
Mississippi
$3.32M – – –
FT
27
Fiduciary Trust
Massachusetts
$3.1M +$94.2K +920 +3%
WA
28
WBH Advisory
Maryland
$2.68M -$32K -313 -1%
B
29
Bailard
California
$2.5M +$22.9K +224 +0.9%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.01M +$1.12M +10,914 +125%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.86M +$513K +5,010 +38%
BEAM
32
Baker Ellis Asset Management
Washington
$1.84M -$5.12K -50 -0.3%
DBIA
33
Dumont & Blake Investment Advisors
New Jersey
$1.79M – – –
M&T Bank
34
M&T Bank
New York
$1.69M +$1.69M +16,519 New
FMLI
35
Fukoku Mutual Life Insurance
Japan
$1.45M -$1.11M -10,800 -43%
VC
36
Vicus Capital
Pennsylvania
$1.37M +$148K +1,445 +12%
PFS
37
Prospera Financial Services
Texas
$1.24M -$4.1K -40 -0.3%
FIM
38
Freedom Investment Management
Connecticut
$1.13M -$111K -1,082 -9%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.1M -$4.31M -42,137 -80%
Vanguard Group
40
Vanguard Group
Pennsylvania
$1.09M +$613K +5,990 +129%
DHFB
41
Dixon Hubard Feinour & Brown
Virginia
$1.06M +$1.06M +10,375 New
NPC
42
National Planning Corporation
California
$1M -$5.44K -53 -0.5%
EC
43
Estate Counselors
Wisconsin
$898K -$71.7K -700 -7%
TCM
44
TD Capital Management
Tennessee
$878K – – –
NG
45
Northstar Group
New York
$808K +$808K +7,900 New
GWM
46
Greenwich Wealth Management
Connecticut
$741K -$154K -1,500 -17%
CWM
47
Concert Wealth Management
California
$715K +$108K +1,052 +18%
MFS
48
MSI Financial Services
Massachusetts
$663K +$141K +1,380 +27%
FAAS
49
First Allied Advisory Services
California
$659K -$273K -2,651 -29%
VAM
50
Visionary Asset Management
Texas
$609K +$609K +5,950 New
1
2
3 4 5