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Vanguard Utilities ETF
VPU

Overview Fund Activity

187 hedge funds and large institutions have $643M invested in Vanguard Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+15
Holders Change %
+8.72%
% of All Funds
4.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
31
Increased
54
Reduced
52
Closed
14
Calls
$1.01M
Puts
$766K
Net Calls
+$241K
Net Calls Change
-$1.08M

Top Buyers

1
FMLI
1
Fukoku Mutual Life Insurance
Japan
$8.8M
2
FI
2
FormulaFolio Investments
Michigan
$7.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.5M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$150M
5
AA
5
Advisory Alpha
Michigan
$3.72M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.41M
2
PP
2
Pension Partners
New York
$0
3
TH
3
Timber Hill
Connecticut
$0
4
DOA
4
D'Orazio & Associates
Virginia
$20.5M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
101
Kissinger Financial Services
Maryland
$346K -$800 -7 -0.2%
SB
102
Simmons Bank
Arkansas
$336K – – –
Stifel Financial
103
Stifel Financial
Missouri
$336K +$4.9K +43 +1%
OWD
104
Osborn Williams & Donohoe
Ohio
$335K -$22.9K -200 -6%
AA
105
Ancora Advisors
Ohio
$327K -$10.2K -89 -3%
HB
106
Homrich & Berg
Georgia
$293K – – –
VKH
107
Virtu KCG Holdings
New York
$293K +$293K +2,567 New
NSIM
108
North Star Investment Management
Illinois
$292K – – –
GRP
109
Global Retirement Partners
California
$283K +$127K +1,107 +81%
NCM
110
Narwhal Capital Management
Georgia
$282K +$282K +2,468 New
GHA
111
GW Henssler & Associates
Georgia
$281K – – –
RCAG
112
Rehmann Capital Advisory Group
Michigan
$280K – – –
LIM
113
Leavell Investment Management
Alabama
$272K – – –
BWA
114
BDO Wealth Advisors
Florida
$254K +$254K +2,222 New
FNBT
115
FineMark National Bank & Trust
Florida
$251K – – –
Fidelity Investments
116
Fidelity Investments
Massachusetts
$251K +$5.48K +48 +2%
CWM
117
Cornerstone Wealth Management
Missouri
$247K +$11.8K +104 +5%
CWM
118
Cabot Wealth Management
Massachusetts
$242K – – –
IC
119
InterOcean Capital
Illinois
$235K +$26.9K +235 +13%
NFG
120
Next Financial Group
Texas
$224K +$162K +1,418 +262%
DAS
121
Dynamic Advisor Solutions
Arizona
$223K +$8.58K +75 +4%
TSS
122
Two Sigma Securities
New York
$215K +$215K +1,882 New
VCM
123
Versant Capital Management
Arizona
$214K – – –
CC
124
Callan Capital
California
$211K +$211K +1,847 New
SIAP
125
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$206K -$68.6K -600 -25%
3 4
5
6 7