VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

118 hedge funds and large institutions have $295M invested in Vanguard Utilities ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
39
Reduced
27
Closed
11
Calls
$4.85M
Puts
$4.36M
Net Calls
+$489K
Net Calls Change
-$734K

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$29.4M
2
QA
2
Quantitative Advantage
Minnesota
$6.08M
3
SG Americas Securities
3
SG Americas Securities
New York
$10.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.16M
5
RJA
5
Raymond James & Associates
Florida
$7.75M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$2.12M
2
TCM
2
TD Capital Management
Tennessee
$1.04M
3
U
3
UBS
Switzerland
$8.56M
4
Bank of America
4
Bank of America
North Carolina
$18.4M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SF
101
Synovus Financial
Georgia
$31K 346 – –
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$30K 335 – –
ST
103
Smithfield Trust
Pennsylvania
$29K 325 – –
M&T Bank
104
M&T Bank
New York
$29K 325 – –
KCPG
105
Kavar Capital Partners Group
Kansas
$18K 205 +2 +1%
CIM
106
Contravisory Investment Management
Massachusetts
$16K 180 +180 New
GI
107
Gradient Investments
Minnesota
$13K 140 – –
AssetMark Inc
108
AssetMark Inc
California
$12K 132 -9,698 -99%
NES
109
New England Securities
New York
$12K 137 – –
MAS
110
Madden Advisory Services
Florida
$12K 130 – –
WRM
111
Westport Resources Management
Connecticut
$12K 130 – –
MPWT
112
MassMutual Private Wealth & Trust
Connecticut
$10.9K 120 – –
MAA
113
Managed Account Advisors
New Jersey
$5K 51 +51 New
AllianceBernstein
114
AllianceBernstein
Tennessee
$5K 55 +55 New
WTB
115
Washington Trust Bank
Washington
$4K 45 +45 New
FMP
116
Financial Management Professionals
Texas
$3K 38 – –
BRWM
117
B. Riley Wealth Management
Tennessee
$2K 22 +22 New
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27 291 +291 New
CS
119
Credit Suisse
Switzerland
– – -19,337 Closed
VKH
120
Virtu KCG Holdings
New York
– – -16,752 Closed
TRCT
121
Tower Research Capital (TRC)
New York
– – -12,533 Closed
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
– – -9,686 Closed
TYCC
123
Texas Yale Capital Corp
Florida
– – -4,420 Closed
IH
124
IFC Holdings
Florida
– – -3,774 Closed
Bessemer Group
125
Bessemer Group
New Jersey
– – -3,000 Closed
2 3 4
5
6