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Vanguard Utilities ETF
VPU

Overview Fund Activity

151 hedge funds and large institutions have $843M invested in Vanguard Utilities ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.19%
New
29
Increased
50
Reduced
36
Closed
17
Calls
$1.18M
Puts
$1.27M
Net Calls
-$93K
Net Calls Change
-$1.03M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$345M
2
Bank of America
2
Bank of America
North Carolina
$76.5M
3
LPL Financial
3
LPL Financial
California
$47.2M
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$15.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.7M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$2.21M
2
SG Americas Securities
2
SG Americas Securities
New York
$239K
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.53M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
51
Freedom Investment Management
Connecticut
$1.43M -$128K -1,189 -8%
PFS
52
Prospera Financial Services
Texas
$1.28M -$98.6K -917 -7%
DHFB
53
Dixon Hubard Feinour & Brown
Virginia
$1.02M +$1.02M +9,635 New
DBT
54
Dubuque Bank & Trust
Iowa
$968K +$457K +4,245 +89%
Creative Planning
55
Creative Planning
Kansas
$952K -$39.4K -367 -4%
FAAS
56
First Allied Advisory Services
California
$936K -$15.4K -144 -2%
SI
57
SII Investments
Wisconsin
$871K +$282K +2,612 +48%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$871K +$871K +8,103 New
SWP
59
Stratos Wealth Partners
Ohio
$869K +$87.9K +818 +11%
GWM
60
Greenwich Wealth Management
Connecticut
$863K -$29.6K -275 -3%
HIS
61
Horizon Investment Services
Indiana
$777K -$235K -2,183 -23%
RVPG
62
Relative Value Partners Group
$757K – – –
NG
63
Northstar Group
New York
$721K – – –
QAM
64
Quantres Asset Management
Cayman Islands
$636K +$636K +5,910 New
EDRH
65
Edmond de Rothschild Holding
Switzerland
$604K +$604K +5,620 New
PCA
66
Personal Capital Advisors
California
$587K +$296K +2,754 +102%
IH
67
IFC Holdings
Florida
$567K +$567K +5,234 New
AA
68
Advisory Alpha
Michigan
$562K +$67.8K +630 +14%
RMAM
69
Raab & Moskowitz Asset Management
New Jersey
$512K +$512K +4,764 New
CAN
70
Cetera Advisor Networks
California
$506K -$19.9K -184 -4%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$489K +$12.3K +114 +3%
ICOA
72
Investment Centers of America
North Dakota
$483K +$33K +305 +7%
FPFS
73
First Personal Financial Services
North Carolina
$473K +$51.2K +476 +12%
V
74
Veritable
Delaware
$460K – – –
Goldman Sachs
75
Goldman Sachs
New York
$444K -$4.19K -39 -0.9%
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