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Vanguard Utilities ETF
VPU

Overview Fund Activity

151 hedge funds and large institutions have $843M invested in Vanguard Utilities ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.19%
New
29
Increased
50
Reduced
36
Closed
17
Calls
$1.18M
Puts
$1.27M
Net Calls
-$93K
Net Calls Change
-$1.03M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$345M
2
Bank of America
2
Bank of America
North Carolina
$76.5M
3
LPL Financial
3
LPL Financial
California
$47.2M
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$15.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.7M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$2.21M
2
SG Americas Securities
2
SG Americas Securities
New York
$239K
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.53M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
76
Estate Counselors
Wisconsin
$438K -$796K -7,400 -65%
HCIA
77
Hochman Cole Investment Advisors
Illinois
$438K – – –
WP
78
WealthSource Partners
California
$434K +$434K +4,032 New
BC
79
Bartlett & Co
Ohio
$417K – – –
VFS
80
VSR Financial Services
Kansas
$412K -$368K -3,427 -47%
ICAS
81
Investors Capital Advisory Services
Massachusetts
$384K +$66.7K +621 +21%
OWD
82
Osborn Williams & Donohoe
Ohio
$382K – – –
BRWA
83
B. Riley Wealth Advisors
Florida
$380K – – –
SMH
84
Sanders Morris Harris
Texas
$355K +$355K +3,307 New
AA
85
Ancora Advisors
Ohio
$339K +$108 +1 +0%
Walleye Trading
86
Walleye Trading
New York
$335K +$335K +3,114 New
NPC
87
National Planning Corporation
California
$329K -$152K -1,427 -32%
NSIM
88
North Star Investment Management
Illinois
$329K +$1.93K +18 +0.6%
LIM
89
Leavell Investment Management
Alabama
$315K +$315K +2,930 New
CB
90
Community Bank
New York
$301K – – –
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$294K +$62.7K +586 +27%
VFA
92
Voya Financial Advisors
Connecticut
$283K +$283K +2,648 New
SPC
93
Sigma Planning Corp
Michigan
$278K -$4.09K -38 -1%
HB
94
Homrich & Berg
Georgia
$276K – – –
LWM
95
LBA Wealth Management
Florida
$276K – – –
Neuberger Berman Group
96
Neuberger Berman Group
New York
$247K – – –
GHA
97
GW Henssler & Associates
Georgia
$241K +$10.2K +95 +4%
ACM
98
Argentus Capital Management
Texas
$241K +$212K +1,967 +726%
SG Americas Securities
99
SG Americas Securities
New York
$239K -$7.65M -71,273 -97%
CWM
100
Concert Wealth Management
California
$233K +$538 +5 +0.2%
2 3
4
5 6