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Vanguard Utilities ETF
VPU

Overview Fund Activity

108 hedge funds and large institutions have $272M invested in Vanguard Utilities ETF in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
25
Increased
22
Reduced
40
Closed
7
Calls
$1.83M
Puts
$608K
Net Calls
+$1.22M
Net Calls Change
+$122K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.7M
4
CS
4
Credit Suisse
Switzerland
$1.61M
5
CPO
5
Cerity Partners OCIO
New York
$18M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$6.3M
3
Wells Fargo
3
Wells Fargo
California
$13.8M
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$6.38M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$761K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
76
MSI Financial Services
Massachusetts
$178K +$4.59K +55 +3%
PAS
77
Partnervest Advisory Services
California
$169K -$4.59K -55 -3%
LWM
78
LBA Wealth Management
Florida
$152K +$152K +1,820 New
FHA
79
First Horizon Advisors
Tennessee
$145K -$831 -10 -0.6%
GT
80
Glenmede Trust
Pennsylvania
$124K – – –
CFN
81
Cordasco Financial Network
Florida
$117K +$117K +1,400 New
1IC
82
1919 Investment Counsel
Maryland
$90K – – –
HNB
83
Huntington National Bank
Ohio
$85K -$84K – –
CAL
84
Capital Advisors Ltd
Ohio
$85K +$85K +1,020 New
TIM
85
Tortoise Investment Management
New York
$83K – – –
LNB
86
Ledyard National Bank
$75K -$125K -1,490 -62%
KIG
87
Kessler Investment Group
Indiana
$63K +$63K +756 New
PFG
88
Piershale Financial Group
Illinois
$52K +$499 +6 +1%
DADC
89
D.A. Davidson & Co
Montana
$41K -$16.4K -200 -29%
VIA
90
Vantage Investment Advisors
Pennsylvania
$39K +$39K +472 New
JFGIW
91
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K +$34K +406 New
FWM
92
Focused Wealth Management
New York
$31K -$3.85K -47 -11%
PSI
93
Pinnacle Summer Investments
Virginia
$31K +$22.4K +273 +263%
KFP
94
Keystone Financial Planning
Ohio
$30K +$30K +365 New
SF
95
Synovus Financial
Georgia
$28K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$28K – – –
M&T Bank
97
M&T Bank
New York
$27K – – –
ST
98
Smithfield Trust
Pennsylvania
$27K – – –
US Bancorp
99
US Bancorp
Minnesota
$24K +$24K +292 New
TF
100
Tompkins Financial
New York
$21K +$21K +247 New
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5