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VPU

Vanguard Utilities ETF

377 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 146 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 93

38% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $2.87M

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

2% more funds holding

Funds holding: 370377 (+7)

3% more capital invested

Capital invested by funds: $1.18B → $1.21B (+$31M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.93% less ownership

Funds ownership: 26%25.07% (-0.93%)

Holders
377
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
146
Reduced
93
Closed
32
Calls
$3.95M
Puts
$2.87M
Net Calls
+$1.08M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
Evergreen Capital Management
Washington
$3.73M +$148K +1,035 +4%
DAS
52
Dynamic Advisor Solutions
Arizona
$3.64M +$65.5K +457 +2%
KAS
53
Kestra Advisory Services
Texas
$3.63M +$89.9K +627 +2%
CS
54
Comerica Securities
Michigan
$3.58M +$1.88M +13,126 +104%
CAN
55
Cetera Advisor Networks
California
$3.42M +$1.61M +11,229 +84%
NCM
56
Nelson Capital Management
California
$3.25M +$39.7K +277 +1%
FT
57
Fiduciary Trust
Massachusetts
$3.05M +$4.73K +33 +0.2%
HighTower Advisors
58
HighTower Advisors
Illinois
$2.8M +$108K +753 +4%
Citadel Advisors
59
Citadel Advisors
Florida
$2.71M +$2.03M +14,174 +263%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$2.71M -$1.68M -11,754 -38%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$2.69M +$2.07M +14,410 +289%
HT
62
Heritage Trust
Oklahoma
$2.67M -$170K -1,187 -6%
NWS
63
Newport Wealth Strategies
California
$2.65M -$684K -4,771 -20%
NNP
64
Nachman Norwood & Parrott
South Carolina
$2.61M
WA
65
WBH Advisory
Maryland
$2.54M -$3.58K -25 -0.1%
Creative Planning
66
Creative Planning
Kansas
$2.51M -$702K -4,901 -21%
FIM
67
Freedom Investment Management
Connecticut
$2.48M -$14.1M -98,260 -85%
HI
68
Harbour Investments
Wisconsin
$2.39M -$664K -4,631 -21%
Stifel Financial
69
Stifel Financial
Missouri
$2.3M +$14.3K +100 +0.6%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$2.25M +$25.2K +176 +1%
KIA
71
KCM Investment Advisors
California
$2.22M +$41.6K +290 +2%
PCH
72
PGIM Custom Harvest
New Jersey
$2.15M +$227K +1,584 +11%
FTS
73
Fifth Third Securities
Ohio
$2.15M +$12.2K +85 +0.6%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$2.07M -$89.9K -627 -4%
TRCT
75
Tower Research Capital (TRC)
New York
$1.97M +$2.03M +14,180 New