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VPU

Vanguard Utilities ETF
VPU

455 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $2.99M

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

43% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 121

32% more capital invested

Capital invested by funds: $1.52B → $2B (+$484M)

5.37% more ownership

Funds ownership: 27.3% → 32.68% (+5.4%)

5% more funds holding

Funds holding: 434 → 455 (+21)

Holders
455
Holders Change
+21
Holders Change %
+4.84%
% of All Funds
7.18%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
121
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$268M
2
Morgan Stanley
Morgan Stanley
New York
+$37.3M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$30.1M
4
Osaic Holdings
Osaic Holdings
Arizona
+$12.4M
5
I
INVST
Indiana
+$10.2M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$31.4M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$19M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.23M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
-$4.97M
5
PL
Polianta Ltd
Jersey
-$4.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$11.4M +$8.41M +55,634 +377%
SWA
27
Stratos Wealth Advisors
Ohio
$10.8M +$227K +1,498 +2%
AIS
28
American Investment Services
Massachusetts
$10.6M -$76.8K -508 -0.8%
I
29
INVST
Indiana
$10.5M +$10.2M +67,684 New
US Bancorp
30
US Bancorp
Minnesota
$10.5M -$637K -4,215 -6%
AI
31
Atria Investments
North Carolina
$10.4M +$1.12M +7,390 +13%
FNC
32
First National Corp
Massachusetts
$9.99M -$4.3M -28,414 -32%
BFS
33
Bard Financial Services
Connecticut
$9.79M -$310K -2,050 -3%
Truist Financial
34
Truist Financial
North Carolina
$9.19M -$65.9K -436 -0.8%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$9.19M -$108K -713 -1%
Nomura Asset Management
36
Nomura Asset Management
Japan
$8.29M +$319K +2,110 +4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$8.15M +$1.32M +8,749 +21%
GJIC
38
Gamble Jones Investment Counsel
California
$8.02M +$41.1K +272 +0.6%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$7.89M +$295K +1,953 +4%
CAM
40
Congress Asset Management
Massachusetts
$7.84M +$273K +1,805 +4%
CWM
41
Congress Wealth Management
Massachusetts
$7.82M +$269K +1,780 +4%
AIM
42
Anchor Investment Management
South Carolina
$7.37M +$242K +1,600 +4%
VC
43
Vestor Capital
Illinois
$6.91M -$79.7K -527 -1%
Goldman Sachs
44
Goldman Sachs
New York
$6.49M +$267K +1,763 +5%
MML Investors Services
45
MML Investors Services
Massachusetts
$6.45M -$214K -1,414 -3%
Prudential Financial
46
Prudential Financial
New Jersey
$6.44M -$31.4M -207,438 -84%
CA
47
Calton & Associates
Florida
$5.87M +$3.29M +21,749 +150%
CAN
48
Cetera Advisor Networks
California
$5.54M +$214K +1,412 +4%
PWG
49
Private Wealth Group
Florida
$5.4M +$171K +1,131 +4%
EDRH
50
Edmond de Rothschild Holding
Switzerland
$5.26M +$4.92M +32,539 New
1
2
3 4 5

VPU Hedge Fund Activity: Q1 2022 in Review

455 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2022, worth a combined $2B — up 32% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VPU positions and 31 closed out — a net gain of 24 holders — while 173 added to existing stakes and 121 trimmed.

The largest buyer was Exchange Traded Concepts, adding an estimated $268M. The largest seller was Prudential Financial, cutting an estimated $31.4M.

  • 455 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2022, up from 434 in Q4 2021.
  • Funds reported $2B of Vanguard Utilities ETF stock for Q1 2022, up 32% quarter-over-quarter.
  • 55 funds opened new Vanguard Utilities ETF positions in Q1 2022 and 31 closed out, a net change of +24 holders.
  • The largest Vanguard Utilities ETF buyer in Q1 2022 was Exchange Traded Concepts, an estimated $268M added.
  • The largest Vanguard Utilities ETF seller in Q1 2022 was Prudential Financial, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2022.