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Vanguard Utilities ETF
VPU

Overview Fund Activity

270 hedge funds and large institutions have $1.1B invested in Vanguard Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+17
Holders Change %
+6.72%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
42
Increased
98
Reduced
59
Closed
22
Calls
$4.42M
Puts
$1.57M
Net Calls
+$2.85M
Net Calls Change
+$1.35M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$129M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.2M
3
Bank of America
Bank of America
North Carolina
+$25.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.15M
2
TRCT
Tower Research Capital (TRC)
New York
-$7.37M
3
PL
Polianta Ltd
Jersey
-$6.68M
4
PFA
Pinnacle Family Advisors
Missouri
-$5.68M
5
Jane Street
Jane Street
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
101
American Portfolios Advisors
New York
$834K +$20.5K +158 +3%
TF
102
Trek Financial
Arizona
$747K – – –
BF
103
BOK Financial
Oklahoma
$737K -$63.3K -488 -8%
BCP
104
Blackhawk Capital Partners
Wisconsin
$710K -$327K -2,524 -32%
FI
105
FormulaFolio Investments
Michigan
$699K +$384K +2,967 +122%
JHCP
106
Jackson Hole Capital Partners
Oklahoma
$664K – – –
CAN
107
Cetera Advisor Networks
California
$660K +$218K +1,684 +49%
AWM
108
AE Wealth Management
Kansas
$659K +$432K +3,334 +190%
SS
109
Simplicity Solutions
Minnesota
$653K +$418K +3,227 +178%
FA
110
FDx Advisors
Illinois
$650K +$650K +5,017 New
WCM
111
Windham Capital Management
Massachusetts
$647K +$647K +4,995 New
AA
112
Advisory Alpha
Michigan
$630K +$57.5K +446 +10%
VA
113
Valmark Advisers
Ohio
$625K +$77.5K +598 +14%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$586K -$72.6K -560 -11%
V
115
Veritable
Delaware
$555K – – –
HCIA
116
Hochman Cole Investment Advisors
Illinois
$551K – – –
CC
117
Callan Capital
California
$546K +$52.7K +406 +11%
HIS
118
Horizon Investment Services
Indiana
$538K -$17.8K -137 -3%
FA
119
Fortis Advisors
Pennsylvania
$518K +$3.76K +29 +0.7%
BCWM
120
Bartlett & Co Wealth Management
Ohio
$503K – – –
BC
121
Bartlett & Co
Ohio
$503K – – –
MIH
122
Meitav Investment House
Israel
$477K +$219K +1,700 +85%
AA
123
Ancora Advisors
Ohio
$469K – – –
CBFP
124
Cedar Brook Financial Partners
Ohio
$465K +$465K +3,586 New
FCFC
125
First Commonwealth Financial Corp
Pennsylvania
$445K +$54.9K +424 +14%
3 4
5
6 7