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Vanguard Utilities ETF

221 hedge funds and large institutions have $653M invested in Vanguard Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
5.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
51
Reduced
71
Closed
20
Calls
$3.34M
Puts
$1.11M
Net Calls
+$2.23M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
101
Anchor Investment Management
South Carolina
$386K
CF
102
Centaurus Financial
California
$383K +$18.6K +160 +5%
RVPG
103
Relative Value Partners Group
$381K -$157K -1,344 -29%
EF
104
Empirical Finance
Pennsylvania
$380K
FFS
105
Founders Financial Securities
Maryland
$377K -$81.2K -700 -18%
BSW
106
Buckingham Strategic Wealth
Missouri
$375K -$113K -977 -23%
BAC
107
Boys Arnold & Co
North Carolina
$375K
MFW
108
Meristem Family Wealth
Minnesota
$372K
NFG
109
Next Financial Group
Texas
$363K -$113K -971 -24%
FCFC
110
First Commonwealth Financial Corp
Pennsylvania
$349K
GHA
111
GW Henssler & Associates
Georgia
$346K
OWD
112
Osborn Williams & Donohoe
Ohio
$340K
RMAM
113
Raab & Moskowitz Asset Management
New Jersey
$316K -$147K -1,270 -32%
FI
114
FormulaFolio Investments
Michigan
$314K -$38.4K -331 -11%
TA
115
Tiedemann Advisors
New York
$310K +$76K +650 +33%
LFS
116
Legacy Financial Strategies
Kansas
$295K +$295K +2,546 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$292K -$20.5K -177 -7%
PSF
118
Pacific Sun Financial
California
$283K -$71.3K -600 -20%
SB
119
Simmons Bank
Arkansas
$276K -$2.9K -25 -1%
MHS
120
M Holdings Securities
Oregon
$274K +$63.5K +548 +30%
DAS
121
Dynamic Advisor Solutions
Arizona
$257K +$2.78K +24 +1%
ACP
122
Ashfield Capital Partners
California
$256K -$4.05K -35 -2%
NB
123
Northwest Bancshares
Pennsylvania
$249K -$11.6K -100 -4%
CWM
124
Cabot Wealth Management
Massachusetts
$245K
AF
125
Advisornet Financial
Minnesota
$239K -$55.4K -479 -19%