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Vanguard Utilities ETF
VPU

Overview Fund Activity

270 hedge funds and large institutions have $1.1B invested in Vanguard Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+17
Holders Change %
+6.72%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
42
Increased
98
Reduced
59
Closed
22
Calls
$4.42M
Puts
$1.57M
Net Calls
+$2.85M
Net Calls Change
+$1.35M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$129M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.2M
3
Bank of America
Bank of America
North Carolina
+$25.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.15M
2
TRCT
Tower Research Capital (TRC)
New York
-$7.37M
3
PL
Polianta Ltd
Jersey
-$6.68M
4
PFA
Pinnacle Family Advisors
Missouri
-$5.68M
5
Jane Street
Jane Street
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$2.91M +$1.77M +13,646 +155%
NFG
52
Next Financial Group
Texas
$2.89M +$2.28M +17,594 +377%
NFH
53
NEXT Financial Holdings
Texas
$2.89M +$2.89M +22,267 New
SGI
54
Summit Global Investments
Utah
$2.87M +$2.87M +22,114 New
HW
55
Hamilton Wealth
California
$2.86M -$225K -1,739 -7%
PCM
56
Perritt Capital Management
Illinois
$2.83M +$2.83M +21,830 New
WA
57
WBH Advisory
Maryland
$2.69M -$3.5K -27 -0.1%
IA
58
IFP Advisors
Florida
$2.66M +$2.97K +23 +0.1%
GJIC
59
Gamble Jones Investment Counsel
California
$2.56M +$61.1K +471 +2%
BCM
60
Brookstone Capital Management
Illinois
$2.46M +$1.92M +14,845 +356%
NNP
61
Nachman Norwood & Parrott
South Carolina
$2.44M – – –
AAS
62
Avantax Advisory Services
Texas
$2.37M +$2.37M +18,250 New
FT
63
Fiduciary Trust
Massachusetts
$2.18M -$13.9K -107 -0.6%
KTA
64
Keeley-Teton Advisors
Illinois
$2.1M +$1.04M +8,000 +98%
OCM
65
Orser Capital Management
Texas
$2.06M +$2.06M +15,895 New
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.04M +$144K +1,114 +8%
FAAS
67
First Allied Advisory Services
California
$2.03M +$323K +2,495 +19%
AI
68
Atria Investments
North Carolina
$1.97M +$1.05M +8,078 +114%
Citadel Advisors
69
Citadel Advisors
Florida
$1.84M -$3.02M -23,265 -62%
VC
70
Vestor Capital
Illinois
$1.82M +$63.5K +490 +4%
CCMD
71
Cypress Capital Management (Delaware)
Delaware
$1.81M -$35.3K -272 -2%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$1.71M +$881K +6,798 +106%
FPFS
73
First Personal Financial Services
North Carolina
$1.63M +$49.3K +380 +3%
KIA
74
KCM Investment Advisors
California
$1.62M +$1.62M +12,530 New
DBIA
75
Dumont & Blake Investment Advisors
New Jersey
$1.61M – – –
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