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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: 11 → 12 (+1)
8% more funds holding
Funds holding: 551 → 593 (+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
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$46.7M |
| 2 |
Morgan Stanley
New York
|
+$26.4M |
| 3 |
Two Sigma Investments
New York
|
+$18.3M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$12.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.81M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDCP
626
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| – | -$67.7K | -386 | Closed |
|
627
Simplex Trading
Chicago,
Illinois
| – | -$62K | -360 | Closed |
|
|
FNWA
628
Financial Network Wealth Advisors
Murray,
Utah
| – | -$46K | -264 | Closed |
|
|
NS
629
NBC Securities
Birmingham,
Alabama
| – | -$45K | -264 | Closed |
|
|
DI
630
DAGCO Inc
Westlake,
Ohio
| – | -$37.4K | -215 | Closed |
|
|
BHWM
631
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$31.5K | -181 | Closed |
|
|
CWM
632
Cedar Wealth Management
Walnut Creek,
California
| – | -$26.6K | -153 | Closed |
|
|
FIM
633
FWL Investment Management
Dallas,
Texas
| – | -$20.9K | -120 | Closed |
|
|
RIA
634
Realta Investment Advisors
Wilmington,
Delaware
| – | -$17.3K | -100 | Closed |
|
|
VWM
635
Venturi Wealth Management
Austin,
Texas
| – | -$9.57K | -55 | Closed |
|
|
JFA
636
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$4.7K | -27 | Closed |
|
|
CFB
637
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$2.44K | -14 | Closed |
|
|
AIA
638
Armor Investment Advisors
Raleigh,
North Carolina
| – | -$2.26K | -13 | Closed |
|