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Vanguard Utilities ETF
VPU

Overview Fund Activity

270 hedge funds and large institutions have $1.1B invested in Vanguard Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+17
Holders Change %
+6.72%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
42
Increased
98
Reduced
59
Closed
22
Calls
$4.42M
Puts
$1.57M
Net Calls
+$2.85M
Net Calls Change
+$1.35M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$129M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.2M
3
Bank of America
Bank of America
North Carolina
+$25.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.15M
2
TRCT
Tower Research Capital (TRC)
New York
-$7.37M
3
PL
Polianta Ltd
Jersey
-$6.68M
4
PFA
Pinnacle Family Advisors
Missouri
-$5.68M
5
Jane Street
Jane Street
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
PFG Advisors
Arizona
$1.59M -$137K -1,045 -8%
ACA
77
Atlas Capital Advisors
Wyoming
$1.52M +$907K +6,999 +147%
FTS
78
Fifth Third Securities
Ohio
$1.52M +$224K +1,726 +17%
Citigroup
79
Citigroup
New York
$1.51M +$144K +1,108 +11%
TF
80
TIAA FSB
Florida
$1.48M +$1.48M +11,438 New
ECM
81
Exchange Capital Management
Michigan
$1.48M -$776K -5,987 -34%
Creative Planning
82
Creative Planning
Kansas
$1.41M -$192K -1,482 -12%
BEAM
83
Baker Ellis Asset Management
Washington
$1.4M – – –
Vanguard Group
84
Vanguard Group
Pennsylvania
$1.35M +$33.8K +261 +3%
CPO
85
Cerity Partners OCIO
New York
$1.35M -$114K -881 -8%
GPA
86
Guidance Point Advisors
Massachusetts
$1.32M +$6.87K +53 +0.5%
SF
87
Synovus Financial
Georgia
$1.3M +$61.5K +475 +5%
HW
88
Hancock Whitney
Mississippi
$1.2M – – –
SWP
89
Stratos Wealth Partners
Ohio
$1.15M -$167K -1,292 -13%
Goldman Sachs
90
Goldman Sachs
New York
$1.14M +$561K +4,329 +97%
GEA
91
Glen Eagle Advisors
New Jersey
$1.09M +$1.3K +10 +0.1%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$1.05M +$557K +4,299 +112%
FFC
93
First Financial Corp
Indiana
$997K +$225K +1,734 +29%
AAS
94
Annex Advisory Services
Wisconsin
$964K +$61.1K +471 +7%
VFA
95
Voya Financial Advisors
Connecticut
$960K -$53.6K -416 -5%
IFWM
96
Institute for Wealth Management
Colorado
$958K -$762K -5,853 -44%
SFS
97
Sowell Financial Services
Arkansas
$956K +$956K +7,375 New
MAFM
98
Mid Atlantic Financial Management
Pennsylvania
$930K +$259 +2 +0%
CA
99
Cetera Advisors
Colorado
$915K +$40.8K +316 +5%
SB
100
Suntrust Banks
Georgia
$864K -$13.6K -105 -2%
2 3
4
5 6