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Vanguard Utilities ETF
VPU

Overview Fund Activity

333 hedge funds and large institutions have $1.05B invested in Vanguard Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
6.74%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
100
Reduced
106
Closed
21
Calls
$4.64M
Puts
$4.79M
Net Calls
-$148K
Net Calls Change
+$1.65M

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$72.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$15.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$29.7M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$91.4M
5
MSU
5
Mizuho Securities USA
New York
$4.72M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$151K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$36M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$67.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.03M
5
FIM
5
Freedom Investment Management
Connecticut
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
26
Hamilton Wealth
California
$6.27M +$2.16M +16,764 +53%
NWS
27
Newport Wealth Strategies
California
$6.1M +$1.28M +9,855 +27%
MML Investors Services
28
MML Investors Services
Massachusetts
$5.52M +$69.1K +535 +1%
RJA
29
Raymond James & Associates
Florida
$5.36M +$475K +3,682 +10%
M&T Bank
30
M&T Bank
New York
$5.24M -$82.2K -637 -2%
VC
31
Vestor Capital
Illinois
$5.19M +$5.19M +40,168 New
SCI
32
Stableford Capital II
Arizona
$4.91M -$159K -1,233 -3%
BCM
33
Brookstone Capital Management
Illinois
$4.85M +$3.15M +24,399 +185%
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$4.76M -$52.4K -406 -1%
MSU
35
Mizuho Securities USA
New York
$4.72M +$4.72M +36,589 New
NCM
36
Nelson Capital Management
California
$4.53M -$154K -1,194 -3%
CAM
37
Congress Asset Management
Massachusetts
$4.37M +$4.37M +33,885 New
TF
38
TIAA FSB
Florida
$4.19M -$3.45M -26,690 -45%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$4.14M -$180K -1,398 -4%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$4.11M +$163K +1,259 +4%
FAAS
41
First Allied Advisory Services
California
$4.11M -$26.1K -202 -0.6%
AWM
42
AE Wealth Management
Kansas
$4.03M -$1.36M -10,552 -25%
Cohen & Steers
43
Cohen & Steers
New York
$3.8M -$2.88M -22,294 -43%
IA
44
IFG Advisory
Georgia
$3.69M +$85.8K +665 +2%
BFP
45
Briaud Financial Planning
Texas
$3.61M – – –
SS
46
Simplicity Solutions
Minnesota
$3.24M -$1.26M -9,762 -28%
AIS
47
American Investment Services
Massachusetts
$3.21M -$160K -1,239 -5%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$3.18M -$22.1K -171 -0.7%
Creative Planning
49
Creative Planning
Kansas
$2.97M +$627K +4,857 +27%
NFG
50
Next Financial Group
Texas
$2.9M +$237K +1,837 +9%
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