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Vanguard Utilities ETF
VPU

Overview Fund Activity

270 hedge funds and large institutions have $1.1B invested in Vanguard Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+17
Holders Change %
+6.72%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
42
Increased
98
Reduced
59
Closed
22
Calls
$4.42M
Puts
$1.57M
Net Calls
+$2.85M
Net Calls Change
+$1.35M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$129M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.2M
3
Bank of America
Bank of America
North Carolina
+$25.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.15M
2
TRCT
Tower Research Capital (TRC)
New York
-$7.37M
3
PL
Polianta Ltd
Jersey
-$6.68M
4
PFA
Pinnacle Family Advisors
Missouri
-$5.68M
5
Jane Street
Jane Street
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
126
United Capital Financial Advisors
Texas
$439K +$13K +100 +3%
IA
127
IndexIQ Advisors
New York
$438K +$130K +1,003 +42%
RVPG
128
Relative Value Partners Group
$435K +$12.9K +100 +3%
NG
129
Northstar Group
New York
$428K – – –
RFN
130
RDA Financial Network
Iowa
$426K +$426K +3,290 New
EF
131
Empirical Finance
Pennsylvania
$424K – – –
MFW
132
Meristem Family Wealth
Minnesota
$415K – – –
RFC
133
Regions Financial Corp
Alabama
$412K +$15.3K +118 +4%
RMAM
134
Raab & Moskowitz Asset Management
New Jersey
$397K – – –
BAC
135
Boys Arnold & Co
North Carolina
$389K – – –
GHA
136
GW Henssler & Associates
Georgia
$387K – – –
ASN
137
Advisory Services Network
Georgia
$386K -$9.21K -71 -2%
BIA
138
Bigelow Investment Advisors
Maine
$386K – – –
BSW
139
Buckingham Strategic Wealth
Missouri
$383K -$36.3K -280 -9%
OWD
140
Osborn Williams & Donohoe
Ohio
$378K – – –
FFS
141
Founders Financial Securities
Maryland
$374K – – –
DOA
142
D'Orazio & Associates
Virginia
$374K +$2.72K +21 +0.7%
SWMG
143
Strategic Wealth Management Group
Maryland
$371K +$51.8K +400 +16%
MHS
144
M Holdings Securities
Oregon
$346K +$4.54K +35 +1%
TA
145
Tiedemann Advisors
New York
$343K – – –
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$341K -$242K -1,870 -42%
WPW
147
Waldron Private Wealth
Pennsylvania
$321K +$321K +2,480 New
OC
148
Oppenheimer & Co
New York
$316K +$316K +2,440 New
TAT
149
TD Ameritrade Trust
Colorado
$311K +$22.5K +174 +8%
DAS
150
Dynamic Advisor Solutions
Arizona
$292K -$11.8K -91 -4%
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6
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