Vanguard Utilities ETF
286 hedge funds and large institutions have $1.02B invested in Vanguard Utilities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 23 closing their positions.
96% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 23
45% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 66
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
23% more call options, than puts
Call options by funds: $2.49M | Put options by funds: $2.02M
6% more funds holding
Funds holding: 270 → 286 (+16)
3.8% less ownership
Funds ownership: 30.63% → 26.83% (-3.8%)
7% less capital invested
Capital invested by funds: $1.1B → $1.02B (-$82M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$9M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.59M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.17M |
| 4 |
Morgan Stanley
New York
|
+$5.06M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$131M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$22.7M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$6.52M |
| 4 |
JP Morgan Chase
New York
|
-$5.99M |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$5.53M |
VPU Hedge Fund Activity: Q2 2019 in Review
286 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2019, worth a combined $1.02B — down 7.5% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new VPU positions and 23 closed out — a net gain of 22 holders — while 96 added to existing stakes and 66 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $9M. The largest seller was Factory Mutual Insurance, exiting entirely with an estimated $131M sold.
- 286 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2019, up from 270 in Q1 2019.
- Funds reported $1.02B of Vanguard Utilities ETF stock for Q2 2019, down 7.5% quarter-over-quarter.
- 45 funds opened new Vanguard Utilities ETF positions in Q2 2019 and 23 closed out, a net change of +22 holders.
- The largest Vanguard Utilities ETF buyer in Q2 2019 was Redhawk Wealth Advisors, an estimated $9M added.
- The largest Vanguard Utilities ETF seller in Q2 2019 was Factory Mutual Insurance, an estimated $131M sold.
Based on aggregated 13F filings for Q2 2019.