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Vanguard Utilities ETF
VPU

Overview Fund Activity

337 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+44
Holders Change %
+15.02%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
72
Increased
105
Reduced
89
Closed
24
Calls
$8.17M
Puts
$1.81M
Net Calls
+$6.36M
Net Calls Change
+$3.17M

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.7M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$10.6M
3
Truist Financial
Truist Financial
North Carolina
$3.83M
4
Morgan Stanley
Morgan Stanley
New York
$96.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.2M
3
M&T Bank
M&T Bank
New York
$0
4
Jane Street
Jane Street
New York
$0
5
CS
Comerica Securities
Michigan
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAC
126
Boys Arnold & Co
North Carolina
$857K – – –
CPSC
127
Carl P. Sherr & Co
Massachusetts
$836K +$836K +5,850 New
CRWM
128
Castle Rock Wealth Management
California
$835K +$23.9K +157 +3%
TF
129
Trek Financial
Arizona
$823K -$834K -5,837 -50%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$821K +$1.14K +8 +0.1%
ECM
131
ExodusPoint Capital Management
New York
$803K +$803K +5,620 New
HW
132
Hancock Whitney
Mississippi
$779K – – –
BF
133
BOK Financial
Oklahoma
$769K -$25.4K -178 -3%
IAS
134
Investment Advisory Services
Texas
$749K +$749K +5,245 New
RIA
135
Regal Investment Advisors
Michigan
$731K -$133K -930 -15%
FI
136
FormulaFolio Investments
Michigan
$717K +$48.9K +342 +7%
MPCG
137
Matrix Private Capital Group
New York
$698K +$698K +4,885 New
DAS
138
Dynamic Advisor Solutions
Arizona
$693K +$217K +1,519 +46%
VA
139
Valmark Advisers
Ohio
$685K -$37.2K -260 -5%
SWP
140
Stratos Wealth Partners
Ohio
$673K +$41.2K +288 +7%
BRWA
141
B. Riley Wealth Advisors
Florida
$650K -$43.1K -301 -6%
RFN
142
RDA Financial Network
Iowa
$640K +$115K +764 +22%
KIA
143
KCM Investment Advisors
California
$639K -$568K -3,974 -47%
ASN
144
Advisory Services Network
Georgia
$623K +$190K +1,329 +44%
BIA
145
Bigelow Investment Advisors
Maine
$612K -$47.1K -330 -7%
V
146
Veritable
Delaware
$612K – – –
CC
147
Callan Capital
California
$601K +$29.6K +207 +5%
BCP
148
Blackhawk Capital Partners
Wisconsin
$592K -$1.2M -8,380 -67%
OC
149
Oppenheimer & Co
New York
$591K -$368K -2,576 -38%
HCIA
150
Hochman Cole Investment Advisors
Illinois
$572K -$20.4K -143 -3%
4 5
6
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