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VPU

Vanguard Utilities ETF
VPU

455 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $2.99M

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

43% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 121

32% more capital invested

Capital invested by funds: $1.52B → $2B (+$484M)

5.37% more ownership

Funds ownership: 27.3% → 32.68% (+5.4%)

5% more funds holding

Funds holding: 434 → 455 (+21)

Holders
455
Holders Change
+21
Holders Change %
+4.84%
% of All Funds
7.18%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
121
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$268M
2
Morgan Stanley
Morgan Stanley
New York
+$37.3M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$30.1M
4
Osaic Holdings
Osaic Holdings
Arizona
+$12.4M
5
I
INVST
Indiana
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$31.4M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$19M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.23M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
-$4.97M
5
PL
Polianta Ltd
Jersey
-$4.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
76
Cabana LLC
Arkansas
$2.91M +$2.72M +17,986 New
DFA
77
DHK Financial Advisors
New Hampshire
$2.83M +$16.5K +109 +0.6%
TWP
78
Transparent Wealth Partners
Arkansas
$2.83M +$2.65M +17,518 New
HF
79
HRT Financial
New York
$2.78M +$2.59M +17,161 New
P
80
Pariax
California
$2.77M -$321K -2,126 -11%
WA
81
WBH Advisory
Maryland
$2.74M -$40.8K -270 -2%
EF
82
Empowered Funds
Pennsylvania
$2.74M +$2.56M +16,936 New
KIA
83
KCM Investment Advisors
California
$2.7M -$212K -1,403 -8%
DADC
84
D.A. Davidson & Co
Montana
$2.65M +$113K +747 +5%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$2.62M -$7.41K -49 -0.3%
ACM
86
Absolute Capital Management
Pennsylvania
$2.59M +$1.19M +7,900 +98%
SPC
87
Sigma Planning Corp
Michigan
$2.42M -$721K -4,769 -24%
EP
88
Eudaimonia Partners
Tennessee
$2.3M +$2.15M +14,241 New
CC
89
Callan Capital
California
$2.3M +$277K +1,832 +15%
HT
90
Heritage Trust
Oklahoma
$2.28M -$516K -3,410 -20%
Renaissance Technologies
91
Renaissance Technologies
New York
$2.2M +$832K +5,500 +68%
MPM
92
MBB Public Markets
Illinois
$2.17M +$1.71M +11,284 +533%
RWA
93
Roberts Wealth Advisors
California
$2.13M +$8.01K +53 +0.4%
LP
94
Lloyd Park
Illinois
$2.13M +$568K +3,753 +40%
ADL
95
Asset Dedication LLC
California
$2.11M +$1.98M +13,067 +17,900%
DBIA
96
Dumont & Blake Investment Advisors
New Jersey
$2.1M -$21.3K -141 -1%
FTUS
97
Flow Traders U.S.
New York
$2.1M +$1.96M +12,975 New
OSNBOA
98
Old Second National Bank of Aurora
Illinois
$1.99M +$248K +1,641 +15%
Lido Advisors
99
Lido Advisors
California
$1.93M +$15.6K +103 +0.9%
AAS
100
Annex Advisory Services
Wisconsin
$1.92M +$46.7K +309 +3%
2 3
4
5 6

VPU Hedge Fund Activity: Q1 2022 in Review

455 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2022, worth a combined $2B — up 32% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VPU positions and 31 closed out — a net gain of 24 holders — while 173 added to existing stakes and 121 trimmed.

The largest buyer was Exchange Traded Concepts, adding an estimated $268M. The largest seller was Prudential Financial, cutting an estimated $31.4M.

  • 455 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2022, up from 434 in Q4 2021.
  • Funds reported $2B of Vanguard Utilities ETF stock for Q1 2022, up 32% quarter-over-quarter.
  • 55 funds opened new Vanguard Utilities ETF positions in Q1 2022 and 31 closed out, a net change of +24 holders.
  • The largest Vanguard Utilities ETF buyer in Q1 2022 was Exchange Traded Concepts, an estimated $268M added.
  • The largest Vanguard Utilities ETF seller in Q1 2022 was Prudential Financial, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2022.