Vanguard Utilities ETF
497 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 40 closing their positions.
368% more call options, than puts
Call options by funds: $8.25M | Put options by funds: $1.76M
118% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 40
48% more capital invested
Capital invested by funds: $1.37B → $2.03B (+$663M)
18% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 137
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
7% more funds holding
Funds holding: 465 → 497 (+32)
0.72% more ownership
Funds ownership: 25.67% → 26.38% (+0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$12M |
| 2 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$11.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.15M |
| 4 |
Morgan Stanley
New York
|
+$7.18M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$6.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$31M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.75M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$8.27M |
| 5 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$7.54M |
VPU Hedge Fund Activity: Q4 2022 in Review
497 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2022, worth a combined $2.03B — up 48% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new VPU positions and 40 closed out — a net gain of 47 holders — while 161 added to existing stakes and 137 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $12M. The largest seller was Bank of America, cutting an estimated $31M.
- 497 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2022, up from 465 in Q3 2022.
- Funds reported $2.03B of Vanguard Utilities ETF stock for Q4 2022, up 48% quarter-over-quarter.
- 87 funds opened new Vanguard Utilities ETF positions in Q4 2022 and 40 closed out, a net change of +47 holders.
- The largest Vanguard Utilities ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $12M added.
- The largest Vanguard Utilities ETF seller in Q4 2022 was Bank of America, an estimated $31M sold.
Based on aggregated 13F filings for Q4 2022.