Vanguard Utilities ETF
374 hedge funds and large institutions have $1.14B invested in Vanguard Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 107 reducing their positions, and 25 closing their positions.
176% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 25
11% more funds holding
Funds holding: 336 → 374 (+38)
8% more capital invested
Capital invested by funds: $1.05B → $1.14B (+$88.2M)
4% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 107
0.59% more ownership
Funds ownership: 25.57% → 26.16% (+0.59%)
24% less call options, than puts
Call options by funds: $4.91M | Put options by funds: $6.47M
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$61M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$39.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.2M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$8.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$76.7M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$15.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.72M |
| 5 |
MSU
Mizuho Securities USA
New York
|
-$4.72M |
VPU Hedge Fund Activity: Q4 2020 in Review
374 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2020, worth a combined $1.14B — up 8.4% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new VPU positions and 25 closed out — a net gain of 44 holders — while 111 added to existing stakes and 107 trimmed.
The largest buyer was Vanguard Group, adding an estimated $61M. The largest seller was Exchange Traded Concepts, cutting an estimated $76.7M.
- 374 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2020, up from 336 in Q3 2020.
- Funds reported $1.14B of Vanguard Utilities ETF stock for Q4 2020, up 8.4% quarter-over-quarter.
- 69 funds opened new Vanguard Utilities ETF positions in Q4 2020 and 25 closed out, a net change of +44 holders.
- The largest Vanguard Utilities ETF buyer in Q4 2020 was Vanguard Group, an estimated $61M added.
- The largest Vanguard Utilities ETF seller in Q4 2020 was Exchange Traded Concepts, an estimated $76.7M sold.
Based on aggregated 13F filings for Q4 2020.