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Vanguard Utilities ETF
VPU

Overview Fund Activity

151 hedge funds and large institutions have $843M invested in Vanguard Utilities ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.19%
New
29
Increased
50
Reduced
36
Closed
17
Calls
$1.18M
Puts
$1.27M
Net Calls
-$93K
Net Calls Change
-$1.03M

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$345M
2
Bank of America
2
Bank of America
North Carolina
$76.5M
3
LPL Financial
3
LPL Financial
California
$47.2M
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$15.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.7M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$2.21M
2
SG Americas Securities
2
SG Americas Securities
New York
$239K
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.53M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
101
CT Financial Advisors
Pennsylvania
$229K -$11.4K -106 -5%
CWM
102
Cabot Wealth Management
Massachusetts
$228K +$228K +2,117 New
BCCM
103
Bridge Creek Capital Management
Massachusetts
$227K -$11.8K -110 -5%
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$221K – – –
CAS
105
Cue Advisory Services
Arizona
$210K -$88.8K -825 -30%
VCM
106
Versant Capital Management
Arizona
$201K -$26.5K -247 -12%
CG
107
Cutler Group
California
$169K +$107K +1,000 +175%
VHAM
108
Van Hulzen Asset Management
California
$140K +$21.9K +204 +19%
AIP
109
Ameritas Investment Partners
Nebraska
$124K +$75.7K +705 +157%
KTC
110
Kistler-Tiffany Companies
Pennsylvania
$122K -$28.3K -263 -19%
MA
111
MUFG Americas
New York
$118K – – –
Schroder Investment Management Group
112
Schroder Investment Management Group
United Kingdom
$118K – – –
HIIFS
113
Harel Insurance Investments & Financial Services
Israel
$114K -$15K -155 Closed
FANJ
114
Financial Architects (New Jersey)
New Jersey
$114K +$114K +1,058 New
CAL
115
Capital Advisors Ltd
Ohio
$110K – – –
FHA
116
First Horizon Advisors
Tennessee
$109K -$5.6K -52 -5%
WT
117
Whittier Trust
California
$108K – – –
TIM
118
Tortoise Investment Management
New York
$108K – – –
WA
119
WFG Advisors
Texas
$100K -$48.3K -448 -33%
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$99.5K +$59.7K +555 +150%
TAT
121
TD Ameritrade Trust
Colorado
$99K -$12.4K -115 -11%
US Bancorp
122
US Bancorp
Minnesota
$90K -$19.3K -179 -18%
VIA
123
Vantage Investment Advisors
Pennsylvania
$74K +$427 +4 +0.6%
DADC
124
D.A. Davidson & Co
Montana
$73K +$21.3K +200 +41%
PFG
125
Piershale Financial Group
Illinois
$69K – – –
3 4
5
6 7