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Vanguard Utilities ETF
VPU

Overview Fund Activity

219 hedge funds and large institutions have $755M invested in Vanguard Utilities ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
5.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
67
Reduced
67
Closed
19
Calls
$2.46M
Puts
$1.3M
Net Calls
+$1.17M
Net Calls Change
-$1.06M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$176M
2
Bank of America
2
Bank of America
North Carolina
$61.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.1M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$6.16M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$0
2
Citigroup
2
Citigroup
New York
$1.12M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$2.18M
4
VEA
4
Virtus ETF Advisers
New York
$735K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
51
Baker Ellis Asset Management
Washington
$1.3M -$23.6K -200 -2%
Creative Planning
52
Creative Planning
Kansas
$1.24M -$11.3K -96 -0.9%
SF
53
Synovus Financial
Georgia
$1.23M -$72.7K -618 -6%
Vanguard Group
54
Vanguard Group
Pennsylvania
$1.21M +$25.1K +213 +2%
FPFS
55
First Personal Financial Services
North Carolina
$1.16M +$320K +2,716 +38%
CS
56
Comerica Securities
Michigan
$1.15M -$59.1K -500 -5%
Citigroup
57
Citigroup
New York
$1.12M -$6.22M -52,756 -85%
HW
58
Hancock Whitney
Mississippi
$1.09M – – –
VFA
59
Voya Financial Advisors
Connecticut
$989K -$85.8K -738 -8%
FA
60
FDx Advisors
Illinois
$986K +$140K +1,185 +16%
GEA
61
Glen Eagle Advisors
New Jersey
$981K +$28.1K +238 +3%
KIA
62
KCM Investment Advisors
California
$959K +$959K +8,140 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$947K +$14.1K +120 +2%
GFPC
64
Global Financial Private Capital
Florida
$901K -$118K -1,003 -12%
AAS
65
Annex Advisory Services
Wisconsin
$894K -$11K -93 -1%
Citadel Advisors
66
Citadel Advisors
Florida
$885K -$989K -8,386 -53%
HighTower Advisors
67
HighTower Advisors
Illinois
$845K -$2.84K -24 -0.3%
CA
68
Cetera Advisors
Colorado
$798K -$297K -2,522 -27%
SB
69
Suntrust Banks
Georgia
$766K +$75.5K +640 +11%
FFC
70
First Financial Corp
Indiana
$765K -$4.12K -35 -0.5%
TRCT
71
Tower Research Capital (TRC)
New York
$737K -$1.15M -9,720 -61%
VEA
72
Virtus ETF Advisers
New York
$735K -$1.69M -14,307 -70%
BF
73
BOK Financial
Oklahoma
$730K -$57K -483 -7%
SPC
74
Sigma Planning Corp
Michigan
$652K -$67.3K -571 -9%
BAM
75
Belpointe Asset Management
Nevada
$645K +$645K +5,474 New
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3
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