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Vanguard Utilities ETF
VPU

Overview Fund Activity

188 hedge funds and large institutions have $686M invested in Vanguard Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
4.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
64
Reduced
58
Closed
15
Calls
$1.61M
Puts
$654K
Net Calls
+$958K
Net Calls Change
+$717K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$6.66M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.6M
3
PFA
3
Pinnacle Family Advisors
Missouri
$5.42M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$159M
5
TSS
5
Two Sigma Securities
New York
$4.61M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$393K
2
Morgan Stanley
2
Morgan Stanley
New York
$27.8M
3
AA
3
Advisory Alpha
Michigan
$24K
4
Jane Street
4
Jane Street
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$3.91M +$178K +1,509 +5%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$3.9M -$69.7K -597 -2%
HT
28
Heritage Trust
Oklahoma
$3.72M -$77.8K -666 -2%
VEA
29
Virtus ETF Advisers
New York
$3.42M +$715K +6,127 +26%
FAAS
30
First Allied Advisory Services
California
$3.19M +$1.54M +13,157 +94%
QA
31
Quantitative Advantage
Minnesota
$3.15M +$3.15M +27,007 New
I
32
INVST
Indiana
$3.14M +$3.14M +26,920 New
VAM
33
Visionary Asset Management
Texas
$2.97M -$109K -933 -4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.89M +$372K +3,184 +15%
B
35
Bailard
California
$2.89M -$72.4K -620 -2%
AI
36
Atria Investments
North Carolina
$2.8M +$1.53M +13,120 +121%
FT
37
Fiduciary Trust
Massachusetts
$2.61M -$396K -3,388 -13%
WA
38
WBH Advisory
Maryland
$2.57M -$62.9K -539 -2%
AG
39
Advisor Group
Arizona
$2.52M +$283K +2,425 +13%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$2.5M +$465K +3,979 +23%
SIA
41
Spruce Investment Advisors
Connecticut
$2.3M +$1.5M +12,829 +186%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.23M +$15.9K +136 +0.7%
VC
43
Vicus Capital
Pennsylvania
$2.12M +$817 +7 +0%
CCMD
44
Cypress Capital Management (Delaware)
Delaware
$2.11M -$36.2K -310 -2%
DBIA
45
Dumont & Blake Investment Advisors
New Jersey
$1.84M -$2.92K -25 -0.2%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.78M +$169K +1,444 +10%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.77M +$209K +1,794 +13%
GJIC
48
Gamble Jones Investment Counsel
California
$1.69M +$901K +7,718 +114%
SI
49
SII Investments
Wisconsin
$1.69M -$124K -1,062 -7%
NPC
50
National Planning Corporation
California
$1.63M +$91.8K +786 +6%
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