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VPU

Vanguard Utilities ETF

593 hedge funds and large institutions have $2.05B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 225 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $4.35M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

58% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 551593 (+42)

1.43% more ownership

Funds ownership: 30.37%31.8% (+1.4%)

1% more capital invested

Capital invested by funds: $2.03B → $2.05B (+$22.2M)

Holders
593
Holders Change
+42
Holders Change %
+7.62%
% of All Funds
7.81%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
97
Increased
225
Reduced
142
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9M +$1.75M +10,233 +13%
Stifel Financial
27
Stifel Financial
Missouri
$14.2M +$1.96M +11,438 +15%
UI
28
Unconventional Investor
New Hampshire
$13.7M +$146K +856 +1%
CFD
29
Creative Financial Designs
Indiana
$13.4M +$12.3M +71,791 +715%
SC
30
Swan Capital
Florida
$12M +$1.55M +9,063 +14%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$10.7M -$58.9K -344 -0.5%
MML Investors Services
32
MML Investors Services
Massachusetts
$10.6M +$425K +2,486 +4%
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$10M +$7.98M +46,637 +319%
Cerity Partners
34
Cerity Partners
New York
$9.46M -$113K -661 -1%
Truist Financial
35
Truist Financial
North Carolina
$9.35M -$343K -2,003 -3%
Goldman Sachs
36
Goldman Sachs
New York
$9.32M +$827K +4,835 +9%
NCM
37
Nelson Capital Management
California
$9.31M -$24.5K -143 -0.3%
AIS
38
American Investment Services
Massachusetts
$9.29M +$20.5K +120 +0.2%
GB
39
Gunma Bank
Japan
$9.25M +$4.56M +26,624 +89%
PCA
40
Pallas Capital Advisors
Massachusetts
$8.89M +$7.36K +43 +0.1%
PAG
41
Private Advisor Group
New Jersey
$7.97M +$349K +2,038 +4%
HW
42
Hamilton Wealth
California
$7.93M -$556K -3,249 -6%
VC
43
Vestor Capital
Illinois
$7.71M -$92.4K -540 -1%
I
44
INVST
Indiana
$7.69M -$446K -2,604 -5%
RB
45
Richmond Brothers
Michigan
$7.54M +$713K +4,169 +10%
JP Morgan Chase
46
JP Morgan Chase
New York
$7.51M +$1.4M +8,206 +22%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$7.29M -$62K -362 -0.8%
AAS
48
Avantax Advisory Services
Texas
$7.07M +$4.13M +24,105 +126%
DK
49
David Kennon
Florida
$6.41M +$58.7K +343 +0.9%
NSLI
50
Nan Shan Life Insurance
Taiwan
$6.37M +$6.67M +39,000 New