Vanguard Utilities ETF
339 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 24 closing their positions.
351% more call options, than puts
Call options by funds: $8.17M | Put options by funds: $1.81M
204% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 24
18% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 89
15% more funds holding
Funds holding: 294 → 339 (+45)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2% less capital invested
Capital invested by funds: $1.21B → $1.18B (-$25.5M)
1% less ownership
Funds ownership: 27.72% → 26.72% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.4M |
| 2 |
Rockefeller Capital Management
New York
|
+$5.05M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$3.77M |
| 4 |
Morgan Stanley
New York
|
+$3.67M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$14.2M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$12.9M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$7.8M |
| 4 |
Jane Street
New York
|
-$7.23M |
| 5 |
CS
Comerica Securities
Detroit,
Michigan
|
-$6.94M |
VPU Hedge Fund Activity: Q4 2019 in Review
339 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2019, worth a combined $1.18B — down 2.1% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new VPU positions and 24 closed out — a net gain of 49 holders — while 105 added to existing stakes and 89 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $6.4M. The largest seller was JP Morgan Chase, cutting an estimated $14.2M.
- 339 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2019, up from 294 in Q3 2019.
- Funds reported $1.18B of Vanguard Utilities ETF stock for Q4 2019, down 2.1% quarter-over-quarter.
- 73 funds opened new Vanguard Utilities ETF positions in Q4 2019 and 24 closed out, a net change of +49 holders.
- The largest Vanguard Utilities ETF buyer in Q4 2019 was Commonwealth Equity Services, an estimated $6.4M added.
- The largest Vanguard Utilities ETF seller in Q4 2019 was JP Morgan Chase, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2019.