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Vanguard Utilities ETF
VPU

Overview Fund Activity

167 hedge funds and large institutions have $883M invested in Vanguard Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+16
Holders Change %
+10.6%
% of All Funds
4.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
27
Increased
54
Reduced
43
Closed
10
Calls
$1.9M
Puts
$1.33M
Net Calls
+$575K
Net Calls Change
+$668K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$17.8M
2
Ameriprise
Ameriprise
Minnesota
$11.2M
3
UFF
USA Financial Formulas
Michigan
$4.21M
4
SFA
Sequoia Financial Advisors
Ohio
$2.36M
5
CPO
Cerity Partners OCIO
New York
$13.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$28.8M
2
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$0
3
Bank of America
Bank of America
North Carolina
$77M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
126
Schroder Investment Management Group
United Kingdom
$126K – – –
HIIFS
127
Harel Insurance Investments & Financial Services
Israel
$122K -$114K – –
FANJ
128
Financial Architects (New Jersey)
New Jersey
$122K +$802 +7 +0.7%
CAL
129
Capital Advisors Ltd
Ohio
$117K – – –
FHA
130
First Horizon Advisors
Tennessee
$116K – – –
TIM
131
Tortoise Investment Management
New York
$115K – – –
WT
132
Whittier Trust
California
$115K – – –
SEI Investments
133
SEI Investments
Pennsylvania
$114K +$114K +996 New
TAT
134
TD Ameritrade Trust
Colorado
$106K +$800 +7 +0.8%
NFG
135
Next Financial Group
Texas
$88K +$19.9K +175 +29%
DADC
136
D.A. Davidson & Co
Montana
$82K +$3.98K +35 +5%
AP
137
Advisors Preferred
Maryland
$81K +$81K +707 New
VIA
138
Vantage Investment Advisors
Pennsylvania
$80K +$573 +5 +0.7%
US Bancorp
139
US Bancorp
Minnesota
$76K -$19.6K -171 -21%
PFG
140
Piershale Financial Group
Illinois
$73K – – –
IWM
141
Integrated Wealth Management
California
$68K – – –
S
142
SignatureFD
Georgia
$63K +$45.8K +400 +267%
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$60.1K -$45.8K -400 -43%
JGIA
144
Jackson Grant Investment Advisers
Connecticut
$52K +$455 +4 +0.9%
GWM
145
Geneos Wealth Management
Colorado
$47K – – –
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$46K – – –
AA
147
Apriem Advisors
California
$46K +$46K +400 New
ST
148
Smithfield Trust
Pennsylvania
$37K – – –
KKAMG
149
Kernodle & Katon Asset Management Group
Arkansas
$33K – – –
PFBT
150
Parkside Financial Bank & Trust
Missouri
$31K +$31K +270 New
4 5
6
7 8