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Vanguard Utilities ETF
VPU

Overview Fund Activity

333 hedge funds and large institutions have $1.05B invested in Vanguard Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
6.74%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
100
Reduced
106
Closed
21
Calls
$4.64M
Puts
$4.79M
Net Calls
-$148K
Net Calls Change
+$1.65M

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$72.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$15.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$29.7M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$91.4M
5
MSU
5
Mizuho Securities USA
New York
$4.72M

Top Sellers

1
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$151K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$36M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$67.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.03M
5
FIM
5
Freedom Investment Management
Connecticut
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
76
Cerity Partners OCIO
New York
$1.77M -$151K -1,171 -8%
FT
77
Fiduciary Trust
Massachusetts
$1.74M -$164K -1,273 -9%
UCFA
78
United Capital Financial Advisors
Texas
$1.69M +$122K +946 +8%
CS
79
Comerica Securities
Michigan
$1.69M -$528K -4,090 -24%
TLP
80
Trinity Legacy Partners
Texas
$1.69M +$39.7K +289 +2%
PWG
81
Private Wealth Group
Florida
$1.67M -$804K -6,225 -32%
AAS
82
Annex Advisory Services
Wisconsin
$1.66M -$26.7K -207 -2%
SA
83
Shilanski & Associates
Alaska
$1.62M +$1.62M +12,580 New
TC
84
Tatro Capital
Kentucky
$1.62M -$59.3K -459 -4%
HF
85
HRT Financial
New York
$1.6M -$387K -2,999 -20%
DBIA
86
Dumont & Blake Investment Advisors
New Jersey
$1.6M +$23.4K +181 +1%
FPFS
87
First Personal Financial Services
North Carolina
$1.54M +$2.2K +17 +0.1%
CCMD
88
Cypress Capital Management (Delaware)
Delaware
$1.52M – – –
CAAS
89
Capital Asset Advisory Services
Michigan
$1.49M +$96.2K +745 +7%
B
90
Bailard
California
$1.47M -$71.7K -555 -5%
TRCT
91
Tower Research Capital (TRC)
New York
$1.43M +$327K +2,537 +30%
CA
92
Calton & Associates
Florida
$1.42M +$192K +1,487 +16%
SWA
93
Stratos Wealth Advisors
Ohio
$1.41M +$1.41M +10,905 New
CRWM
94
Castle Rock Wealth Management
California
$1.39M -$2.73M -19,739 -66%
OSNBOA
95
Old Second National Bank of Aurora
Illinois
$1.37M +$22.2K +172 +2%
VFA
96
Voya Financial Advisors
Connecticut
$1.34M -$743K -5,814 -36%
GPA
97
Guidance Point Advisors
Massachusetts
$1.29M -$96.8K -750 -7%
ECM
98
Exchange Capital Management
Michigan
$1.29M -$18.9K -146 -1%
MAFM
99
Mid Atlantic Financial Management
Pennsylvania
$1.24M -$546K -3,842 -31%
5L
100
55I LLC
Massachusetts
$1.21M +$185K +1,434 +18%
2 3
4
5 6