Vanguard Utilities ETF
151 hedge funds and large institutions have $843M invested in Vanguard Utilities ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 17 closing their positions.
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
137% more capital invested
Capital invested by funds: $355M → $843M (+$488M)
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
39% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 36
13.61% more ownership
Funds ownership: 21.45% → 35.06% (+14%)
7% more funds holding
Funds holding: 141 → 151 (+10)
7% less call options, than puts
Call options by funds: $1.18M | Put options by funds: $1.27M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$321M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$16.1M |
| 4 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$14.3M |
| 5 |
Morgan Stanley
New York
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$8.47M |
| 2 |
SG Americas Securities
New York
|
-$7.12M |
| 3 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$7.04M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.82M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.22M |
VPU Hedge Fund Activity: Q1 2016 in Review
151 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2016, worth a combined $843M — up 137% from $355M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new VPU positions and 17 closed out — a net gain of 12 holders — while 50 added to existing stakes and 36 trimmed.
The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $321M. The largest seller was HighTower Advisors, cutting an estimated $8.47M.
- 151 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2016, up from 141 in Q4 2015.
- Funds reported $843M of Vanguard Utilities ETF stock for Q1 2016, up 137% quarter-over-quarter.
- 29 funds opened new Vanguard Utilities ETF positions in Q1 2016 and 17 closed out, a net change of +12 holders.
- The largest Vanguard Utilities ETF buyer in Q1 2016 was Bank of Nova Scotia, an estimated $321M added.
- The largest Vanguard Utilities ETF seller in Q1 2016 was HighTower Advisors, an estimated $8.47M sold.
Based on aggregated 13F filings for Q1 2016.