VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

219 hedge funds and large institutions have $608M invested in Vanguard Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
37
Increased
58
Reduced
70
Closed
32
Calls
$1.78M
Puts
$861K
Net Calls
+$917K
Net Calls Change
+$533K

Top Buyers

1
FMI
Factory Mutual Insurance
Massachusetts
+$19M
2
Morgan Stanley
Morgan Stanley
New York
+$7.39M
3
Lazard Asset Management
Lazard Asset Management
New York
+$6.72M
4
Ameriprise
Ameriprise
Minnesota
+$3.31M
5
PCA
Personal Capital Advisors
California
+$2.45M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$28.6M
2
Bank of America
Bank of America
North Carolina
-$27.8M
3
DOA
D'Orazio & Associates
Virginia
-$18.6M
4
BCM
Brookstone Capital Management
Illinois
-$4.61M
5
Jane Street
Jane Street
New York
-$4.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$1.24M +$108K +970 +10%
CS
52
Comerica Securities
Michigan
$1.19M -$148K -1,320 -11%
CPO
53
Cerity Partners OCIO
New York
$1.18M -$38.9K -348 -3%
IA
54
IFP Advisors
Florida
$1.17M – – –
Vanguard Group
55
Vanguard Group
Pennsylvania
$1.14M -$26.5K -237 -2%
CA
56
Cetera Advisors
Colorado
$1.07M +$1.07M +9,570 New
VFA
57
Voya Financial Advisors
Connecticut
$1.06M +$779 +7 +0.1%
HW
58
Hancock Whitney
Mississippi
$1.03M – – –
GFPC
59
Global Financial Private Capital
Florida
$1.03M +$80.6K +721 +8%
WMSA
60
Weiss Multi-Strategy Advisers
New York
$1.01M +$1.01M +9,000 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$964K +$72.7K +650 +8%
GEA
62
Glen Eagle Advisors
New Jersey
$890K +$47K +420 +6%
FA
63
FDx Advisors
Illinois
$855K +$17.7K +158 +2%
AAS
64
Annex Advisory Services
Wisconsin
$841K +$841K +7,526 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$836K -$95.7K -856 -10%
FPFS
66
First Personal Financial Services
North Carolina
$771K +$29.5K +264 +4%
Millennium Management
67
Millennium Management
New York
$757K -$472K -4,226 -38%
BF
68
BOK Financial
Oklahoma
$749K -$214K -1,911 -22%
FFC
69
First Financial Corp
Indiana
$745K +$10.7K +96 +1%
SPC
70
Sigma Planning Corp
Michigan
$667K +$26.9K +241 +4%
EDRH
71
Edmond de Rothschild Holding
Switzerland
$654K +$30.2K +270 +5%
SB
72
Suntrust Banks
Georgia
$617K +$20.5K +183 +3%
DOA
73
D'Orazio & Associates
Virginia
$567K -$18.6M -165,946 -97%
PFS
74
Prospera Financial Services
Texas
$552K -$197K -1,764 -26%
TRCT
75
Tower Research Capital (TRC)
New York
$543K +$515K +4,603 +1,834%
1 2
3
4 5