Vanguard Utilities ETF
465 hedge funds and large institutions have $1.37B invested in Vanguard Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 156 increasing their positions, 128 reducing their positions, and 37 closing their positions.
88% more call options, than puts
Call options by funds: $7.9M | Put options by funds: $4.21M
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
22% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 128
11% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 37
1.81% more ownership
Funds ownership: 23.86% → 25.67% (+1.8%)
4% more capital invested
Capital invested by funds: $1.32B → $1.37B (+$50.9M)
0% less funds holding
Funds holding: 466 → 465 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BCM Advisors
Lafayette,
Louisiana
|
+$30.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.67M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.65M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$7.55M |
| 2 |
Nomura Asset Management
Tokyo,
Japan
|
-$5.61M |
| 3 |
GB
Gunma Bank
Gunma,
Japan
|
-$4.75M |
| 4 |
Rockefeller Capital Management
New York
|
-$3.48M |
| 5 |
SA
Shilanski & Associates
Anchorage,
Alaska
|
-$2.78M |
VPU Hedge Fund Activity: Q3 2022 in Review
465 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q3 2022, worth a combined $1.37B — up 3.9% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new VPU positions and 37 closed out — a net gain of 4 holders — while 156 added to existing stakes and 128 trimmed.
The largest buyer was BCM Advisors, opening a new position worth an estimated $30.3M. The largest seller was US Bancorp, cutting an estimated $7.55M.
- 465 institutional investors held Vanguard Utilities ETF (VPU) as of Q3 2022, down from 466 in Q2 2022.
- Funds reported $1.37B of Vanguard Utilities ETF stock for Q3 2022, up 3.9% quarter-over-quarter.
- 41 funds opened new Vanguard Utilities ETF positions in Q3 2022 and 37 closed out, a net change of +4 holders.
- The largest Vanguard Utilities ETF buyer in Q3 2022 was BCM Advisors, an estimated $30.3M added.
- The largest Vanguard Utilities ETF seller in Q3 2022 was US Bancorp, an estimated $7.55M sold.
Based on aggregated 13F filings for Q3 2022.