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Vanguard Utilities ETF
VPU

Overview Fund Activity

286 hedge funds and large institutions have $1.02B invested in Vanguard Utilities ETF in 2019 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 96 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+16
Holders Change %
+5.93%
% of All Funds
6.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
45
Increased
96
Reduced
66
Closed
23
Calls
$2.49M
Puts
$2.02M
Net Calls
+$465K
Net Calls Change
-$2.39M

Top Buyers

1
RWA
Redhawk Wealth Advisors
Minnesota
$9.15M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.2M
3
Ameriprise
Ameriprise
Minnesota
$26.8M
4
Morgan Stanley
Morgan Stanley
New York
$77.9M
5
UBS Group
UBS Group
Switzerland
$22.1M

Top Sellers

1
FMI
Factory Mutual Insurance
Massachusetts
$0
2
Bank of America
Bank of America
North Carolina
$68.9M
3
AIC
Ameritas Investment Company
Nebraska
$313K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.06M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
126
Callan Capital
California
$566K +$6.91K +52 +1%
HCIA
127
Hochman Cole Investment Advisors
Illinois
$565K – – –
PAMG
128
Patton Albertson Miller Group
Tennessee
$550K +$550K +4,070 New
HIS
129
Horizon Investment Services
Indiana
$546K -$5.58K -42 -1%
AF
130
Advisornet Financial
Minnesota
$543K +$291K +2,191 +116%
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
$518K +$169K +1,270 +48%
BCWM
132
Bartlett & Co Wealth Management
Ohio
$516K – – –
BC
133
Bartlett & Co
Ohio
$516K – – –
APP
134
Avantax Planning Partners
Iowa
$501K +$501K +3,705 New
JHCP
135
Jackson Hole Capital Partners
Oklahoma
$495K -$186K -1,400 -27%
AA
136
Ancora Advisors
Ohio
$481K – – –
RFN
137
RDA Financial Network
Iowa
$476K +$31.1K +230 +7%
BTS
138
BB&T Securities
Virginia
$459K +$243K +1,832 +113%
FCFC
139
First Commonwealth Financial Corp
Pennsylvania
$456K – – –
VAM
140
Verity Asset Management
North Carolina
$447K +$447K +3,362 New
EF
141
Empirical Finance
Pennsylvania
$435K – – –
RVPG
142
Relative Value Partners Group
$433K -$13.3K -100 -3%
NG
143
Northstar Group
New York
$426K -$13.3K -100 -3%
MFW
144
Meristem Family Wealth
Minnesota
$426K – – –
RFC
145
Regions Financial Corp
Alabama
$422K -$266 -2 -0.1%
RMAM
146
Raab & Moskowitz Asset Management
New Jersey
$417K +$9.3K +70 +2%
IA
147
IndexIQ Advisors
New York
$414K -$35K -263 -8%
UCFA
148
United Capital Financial Advisors
Texas
$406K -$44.4K -334 -10%
ASN
149
Advisory Services Network
Georgia
$403K +$8.1K +61 +2%
BAC
150
Boys Arnold & Co
North Carolina
$399K – – –
4 5
6
7 8