Vanguard Utilities ETF
434 hedge funds and large institutions have $1.52B invested in Vanguard Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 155 increasing their positions, 87 reducing their positions, and 33 closing their positions.
182% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 33
120% more call options, than puts
Call options by funds: $5.67M | Put options by funds: $2.58M
78% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 87
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
14% more capital invested
Capital invested by funds: $1.32B → $1.52B (+$191M)
14% more funds holding
Funds holding: 382 → 434 (+52)
0.1% less ownership
Funds ownership: 27.4% → 27.3% (-0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$35.3M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$15.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.7M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$10.4M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$52.9M |
| 2 |
Citigroup
New York
|
-$47.9M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$15.4M |
| 4 |
HF
HRT Financial
New York
|
-$4.32M |
| 5 |
GB
Gunma Bank
Gunma,
Japan
|
-$4.31M |
VPU Hedge Fund Activity: Q4 2021 in Review
434 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2021, worth a combined $1.52B — up 14% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new VPU positions and 33 closed out — a net gain of 60 holders — while 155 added to existing stakes and 87 trimmed.
The largest buyer was Prudential Financial, adding an estimated $35.3M. The largest seller was Vanguard Group, exiting entirely with an estimated $52.9M sold.
- 434 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2021, up from 382 in Q3 2021.
- Funds reported $1.52B of Vanguard Utilities ETF stock for Q4 2021, up 14% quarter-over-quarter.
- 93 funds opened new Vanguard Utilities ETF positions in Q4 2021 and 33 closed out, a net change of +60 holders.
- The largest Vanguard Utilities ETF buyer in Q4 2021 was Prudential Financial, an estimated $35.3M added.
- The largest Vanguard Utilities ETF seller in Q4 2021 was Vanguard Group, an estimated $52.9M sold.
Based on aggregated 13F filings for Q4 2021.