VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

216 hedge funds and large institutions have $694M invested in Vanguard Utilities ETF in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+28
Holders Change %
+14.89%
% of All Funds
4.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
47
Increased
59
Reduced
54
Closed
19
Calls
$804K
Puts
$420K
Net Calls
+$384K
Net Calls Change
-$574K

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$24.9M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$7.4M
3
Bank of America
Bank of America
North Carolina
+$7.23M
4
Jane Street
Jane Street
New York
+$4.27M
5
Morgan Stanley
Morgan Stanley
New York
+$2.48M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.38M
3
PFA
Pinnacle Family Advisors
Missouri
-$5.42M
4
TSS
Two Sigma Securities
New York
-$4.61M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
76
Prospera Financial Services
Texas
$769K -$84.5K -737 -10%
FFC
77
First Financial Corp
Indiana
$766K -$28.1K -241 -4%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$747K -$82.1K -704 -10%
LNC
79
Lincoln National Corp
Pennsylvania
$725K +$463K +3,970 +177%
BAM
80
Belpointe Asset Management
Nevada
$674K +$674K +5,778 New
SPC
81
Sigma Planning Corp
Michigan
$668K -$32.1K -275 -5%
EDRH
82
Edmond de Rothschild Holding
Switzerland
$651K – – –
BSW
83
Buckingham Strategic Wealth
Missouri
$644K +$18.9K +162 +3%
Goldman Sachs
84
Goldman Sachs
New York
$633K -$86K -738 -12%
SB
85
Suntrust Banks
Georgia
$622K +$141K +1,207 +29%
TNAM
86
Terra Nova Asset Management
New York
$611K +$15.7K +135 +3%
HCIA
87
Hochman Cole Investment Advisors
Illinois
$604K – – –
HIS
88
Horizon Investment Services
Indiana
$589K +$23.1K +198 +4%
AWM
89
AE Wealth Management
Kansas
$537K +$70.9K +608 +15%
NG
90
Northstar Group
New York
$511K -$7.7K -66 -1%
V
91
Veritable
Delaware
$499K – – –
RMAM
92
Raab & Moskowitz Asset Management
New Jersey
$468K -$41.3K -354 -8%
BC
93
Bartlett & Co
Ohio
$453K – – –
AA
94
Ancora Advisors
Ohio
$451K – – –
ACM
95
AlphaStar Capital Management
North Carolina
$439K +$439K +3,768 New
VA
96
Valmark Advisers
Ohio
$428K +$428K +3,670 New
BIA
97
Bigelow Investment Advisors
Maine
$424K +$424K +3,640 New
ASN
98
Advisory Services Network
Georgia
$419K -$186K -1,600 -31%
AIM
99
Anchor Investment Management
South Carolina
$415K -$1.4K -12 -0.3%
CC
100
Centiva Capital
New York
$411K +$411K +3,528 New
2 3
4
5 6