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Vanguard Utilities ETF
VPU

Overview Fund Activity

172 hedge funds and large institutions have $593M invested in Vanguard Utilities ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
172
Holders Change
+17
Holders Change %
+10.97%
% of All Funds
4.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
31
Increased
51
Reduced
50
Closed
12
Calls
$2.35M
Puts
$1.02M
Net Calls
+$1.33M
Net Calls Change
+$531K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$143M
3
Wells Fargo
3
Wells Fargo
California
$17.7M
4
Ameriprise
4
Ameriprise
Minnesota
$15.4M
5
LPL Financial
5
LPL Financial
California
$24.5M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$1.27M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
RSA
3
Robertson Stephens Advisors
California
$0
4
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$4.65M
5
UBS Group
5
UBS Group
Switzerland
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$504K +$60.2K +534 +14%
Wolverine Trading
77
Wolverine Trading
Illinois
$491K +$491K +4,371 New
V
78
Veritable
Delaware
$482K – – –
RMAM
79
Raab & Moskowitz Asset Management
New Jersey
$475K -$33.9K -301 -7%
MHI
80
Miller Howard Investments
New York
$473K -$1.34M -11,882 -74%
BC
81
Bartlett & Co
Ohio
$437K – – –
NPC
82
National Planning Corporation
California
$432K +$62.2K +551 +17%
ICOA
83
Investment Centers of America
North Dakota
$418K -$346K -3,072 -45%
AA
84
Advisory Alpha
Michigan
$408K +$1.8K +16 +0.4%
EF
85
Empirical Finance
Pennsylvania
$368K +$368K +3,275 New
BAC
86
Boys Arnold & Co
North Carolina
$364K – – –
OWD
87
Osborn Williams & Donohoe
Ohio
$352K -$103K -920 -23%
FA
88
FDx Advisors
Illinois
$347K +$347K +3,083 New
EAM
89
Evanson Asset Management
California
$346K +$15.9K +141 +5%
KFS
90
Kissinger Financial Services
Maryland
$342K -$10.5K -93 -3%
AA
91
Ancora Advisors
Ohio
$333K – – –
SB
92
Simmons Bank
Arkansas
$331K +$331K +2,942 New
Stifel Financial
93
Stifel Financial
Missouri
$326K +$68K +606 +26%
Vanguard Group
94
Vanguard Group
Pennsylvania
$324K -$17.3K -154 -5%
FI
95
FormulaFolio Investments
Michigan
$305K +$37.2K +330 +14%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$302K +$302K +2,678 New
HB
97
Homrich & Berg
Georgia
$289K – – –
NSIM
98
North Star Investment Management
Illinois
$288K +$2.36K +21 +0.8%
AWM
99
AE Wealth Management
Kansas
$278K +$26.5K +236 +11%
GHA
100
GW Henssler & Associates
Georgia
$277K -$675 -6 -0.2%
2 3
4
5 6