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Vanguard Utilities ETF
VPU

Overview Fund Activity

253 hedge funds and large institutions have $751M invested in Vanguard Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 77 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+34
Holders Change %
+15.53%
% of All Funds
5.65%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.18%
New
59
Increased
77
Reduced
53
Closed
22
Calls
$2.52M
Puts
$1.03M
Net Calls
+$1.5M
Net Calls Change
+$331K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$72.8M
3
PL
3
Polianta Ltd
Jersey
$6.68M
4
I
4
INVST
Indiana
$6.12M
5
BCP
5
Berkeley Capital Partners
Georgia
$5.89M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$41M
2
CWM
2
Cornerstone Wealth Management
Missouri
$340K
3
Bank of America
3
Bank of America
North Carolina
$58M
4
VAM
4
Visionary Asset Management
Texas
$0
5
AIP
5
Almanack Investment Partners
Pennsylvania
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
76
Synovus Financial
Georgia
$1.13M -$102K -868 -8%
HW
77
Hancock Whitney
Mississippi
$1.09M – – –
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$1.04M +$91.8K +779 +10%
GEA
79
Glen Eagle Advisors
New Jersey
$991K +$10.6K +90 +1%
KTA
80
Keeley-Teton Advisors
Illinois
$966K +$966K +8,200 New
BCP
81
Blackhawk Capital Partners
Wisconsin
$943K +$943K +8,002 New
VFA
82
Voya Financial Advisors
Connecticut
$924K -$74.9K -638 -7%
PP
83
PagnatoKarp Partners
Virginia
$846K +$846K +7,184 New
MAFM
84
Mid Atlantic Financial Management
Pennsylvania
$845K +$845K +7,172 New
AI
85
Atria Investments
North Carolina
$835K -$982K -8,334 -54%
AAS
86
Annex Advisory Services
Wisconsin
$821K -$72.8K -618 -8%
CA
87
Cetera Advisors
Colorado
$797K – – –
SB
88
Suntrust Banks
Georgia
$797K +$31.9K +271 +4%
GFPC
89
Global Financial Private Capital
Florida
$789K -$112K -948 -12%
SPC
90
Sigma Planning Corp
Michigan
$782K +$130K +1,103 +20%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$755K -$877K -7,437 -54%
APA
92
American Portfolios Advisors
New York
$740K +$527K +4,473 +248%
BF
93
BOK Financial
Oklahoma
$727K -$2.59K -22 -0.4%
FFC
94
First Financial Corp
Indiana
$703K -$63K -534 -8%
TF
95
Trek Financial
Arizona
$679K +$679K +5,763 New
KA
96
Kovack Advisors
Florida
$641K +$641K +5,440 New
JHCP
97
Jackson Hole Capital Partners
Oklahoma
$604K +$604K +5,123 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$600K +$225K +1,905 +60%
ACA
99
Atlas Capital Advisors
Wyoming
$559K +$221K +1,872 +65%
NFG
100
Next Financial Group
Texas
$551K +$502K +4,259 +1,029%
2 3
4
5 6