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Vanguard Utilities ETF
VPU

Overview Fund Activity

216 hedge funds and large institutions have $694M invested in Vanguard Utilities ETF in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+28
Holders Change %
+14.89%
% of All Funds
4.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
47
Increased
59
Reduced
54
Closed
19
Calls
$804K
Puts
$420K
Net Calls
+$384K
Net Calls Change
-$574K

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$24.9M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$7.4M
3
Bank of America
Bank of America
North Carolina
+$7.23M
4
Jane Street
Jane Street
New York
+$4.27M
5
Morgan Stanley
Morgan Stanley
New York
+$2.48M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.38M
3
PFA
Pinnacle Family Advisors
Missouri
-$5.42M
4
TSS
Two Sigma Securities
New York
-$4.61M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
126
Front Row Advisors
California
$224K +$224K +1,925 New
LIM
127
Leavell Investment Management
Alabama
$219K – – –
VCM
128
Versant Capital Management
Arizona
$218K – – –
FFS
129
Founders Financial Securities
Maryland
$217K +$217K +1,865 New
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$216K +$45.2K +388 +26%
IH
131
IFC Holdings
Florida
$213K +$213K +1,834 New
FAIM
132
Financial Advocates Investment Management
Washington
$211K +$211K +1,807 New
SIAP
133
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K – – –
SCA
134
Snowden Capital Advisors
New York
$209K +$466 +4 +0.2%
DHFB
135
Dixon Hubard Feinour & Brown
Virginia
$209K -$559K -4,790 -73%
Neuberger Berman Group
136
Neuberger Berman Group
New York
$208K +$208K +1,787 New
APA
137
American Portfolios Advisors
New York
$204K +$204K +1,746 New
CA
138
Calton & Associates
Florida
$184K +$184K +1,647 New
NSIM
139
North Star Investment Management
Illinois
$182K -$59.8K -514 -25%
CBT
140
Capital Bank & Trust
California
$163K +$116 +1 +0.1%
CB
141
Community Bank
New York
$161K – – –
CAL
142
Capital Advisors Ltd
Ohio
$141K – – –
SWP
143
Stratos Wealth Partners
Ohio
$132K +$132K +1,130 New
FANJ
144
Financial Architects (New Jersey)
New Jersey
$130K +$1.87K +16 +1%
MA
145
MUFG Americas
New York
$128K – – –
WWM
146
Wagner Wealth Management
South Carolina
$125K +$125K +1,115 New
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$122K +$27.1K +232 +29%
TIM
148
Tortoise Investment Management
New York
$117K – – –
WT
149
Whittier Trust
California
$117K – – –
CCM
150
Covington Capital Management
California
$112K – – –
4 5
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