Vanguard Utilities ETF
141 hedge funds and large institutions have $355M invested in Vanguard Utilities ETF in 2015 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 18 closing their positions.
222% more call options, than puts
Call options by funds: $1.36M | Put options by funds: $423K
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
42% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 38
12% more capital invested
Capital invested by funds: $318M → $355M (+$37.3M)
5% more funds holding
Funds holding: 134 → 141 (+7)
1.96% more ownership
Funds ownership: 19.49% → 21.45% (+2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.88M |
| 3 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
+$4.68M |
| 4 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
+$1.87M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$3.27M |
| 2 |
B
Bailard
Foster City,
California
|
-$2.36M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.17M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$883K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$611K |
VPU Hedge Fund Activity: Q4 2015 in Review
141 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2015, worth a combined $355M — up 12% from $318M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new VPU positions and 18 closed out — a net gain of 8 holders — while 54 added to existing stakes and 38 trimmed.
The largest buyer was LPL Financial, adding an estimated $14.3M. The largest seller was HighTower Advisors, cutting an estimated $3.27M.
- 141 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2015, up from 134 in Q3 2015.
- Funds reported $355M of Vanguard Utilities ETF stock for Q4 2015, up 12% quarter-over-quarter.
- 26 funds opened new Vanguard Utilities ETF positions in Q4 2015 and 18 closed out, a net change of +8 holders.
- The largest Vanguard Utilities ETF buyer in Q4 2015 was LPL Financial, an estimated $14.3M added.
- The largest Vanguard Utilities ETF seller in Q4 2015 was HighTower Advisors, an estimated $3.27M sold.
Based on aggregated 13F filings for Q4 2015.