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Vanguard Utilities ETF
VPU

Overview Fund Activity

137 hedge funds and large institutions have $579M invested in Vanguard Utilities ETF in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
31
Increased
37
Reduced
36
Closed
8
Calls
$2.27M
Puts
$942K
Net Calls
+$1.33M
Net Calls Change
+$1.48M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$157M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$83.9M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$64M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$17.7M
5
QA
5
Quantitative Advantage
Minnesota
$6.64M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.67M
5
RJA
5
Raymond James & Associates
Florida
$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICAS
76
Investors Capital Advisory Services
Massachusetts
$286K +$16.9K +165 +6%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$281K -$61.5K -601 -18%
JPTCCM
78
J.P. Turner & Co Capital Management
Georgia
$267K +$267K +2,611 New
MIM
79
Marco Investment Management
Georgia
$263K – – –
MAA
80
Managed Account Advisors
New Jersey
$257K +$199K +1,946 +343%
PI
81
Placemark Investments
Illinois
$256K -$3.48K -34 -1%
CCM
82
Covington Capital Management
California
$254K – – –
GA
83
Geneva Advisors
Illinois
$249K – – –
CAN
84
Cetera Advisor Networks
California
$247K +$10.2K +100 +4%
SHA
85
Smith Hayes Advisers
Nebraska
$239K +$819 +8 +0.3%
CWM
86
Cabot Wealth Management
Massachusetts
$238K – – –
IFWM
87
Institute for Wealth Management
Colorado
$232K -$8.5K -83 -4%
UCFA
88
United Capital Financial Advisors
Texas
$225K – – –
TYCC
89
Texas Yale Capital Corp
Florida
$225K +$225K +2,200 New
KTC
90
Kistler-Tiffany Companies
Pennsylvania
$222K -$16.5K -161 -7%
LWM
91
LBA Wealth Management
Florida
$207K -$12.8K -125 -6%
FI
92
FormulaFolio Investments
Michigan
$207K +$207K +2,025 New
CFA
93
CT Financial Advisors
Pennsylvania
$181K +$181K +1,768 New
CFN
94
Cordasco Financial Network
Florida
$143K – – –
AIP
95
Ameritas Investment Partners
Nebraska
$138K +$138K +1,355 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$137K +$103K +1,005 +300%
RIA
97
Regal Investment Advisors
Michigan
$122K +$28.7K +281 +31%
MA
98
MUFG Americas
New York
$113K – – –
TAT
99
TD Ameritrade Trust
Colorado
$113K +$113K +1,080 New
FHA
100
First Horizon Advisors
Tennessee
$104K – – –
2 3
4
5 6