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Vanguard Utilities ETF
VPU

Overview Fund Activity

333 hedge funds and large institutions have $1.05B invested in Vanguard Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
6.74%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
100
Reduced
106
Closed
21
Calls
$4.64M
Puts
$4.79M
Net Calls
-$148K
Net Calls Change
+$1.65M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$72.3M
2
Goldman Sachs
Goldman Sachs
New York
$15.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$29.7M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$91.4M
5
MSU
Mizuho Securities USA
New York
$4.72M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$151K
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.03M
5
FIM
Freedom Investment Management
Connecticut
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
126
Ameritas Investment Company
Nebraska
$763K – – –
CPSC
127
Carl P. Sherr & Co
Massachusetts
$763K +$3.36K +26 +0.4%
FNC
128
First National Corp
Massachusetts
$755K +$163K +13,147 +28%
WCM
129
Windham Capital Management
Massachusetts
$749K +$68.3K +529 +10%
FFC
130
First Financial Corp
Indiana
$726K -$20.3K -157 -3%
CBFP
131
Cedar Brook Financial Partners
Ohio
$714K -$35.4K -274 -5%
HW
132
Hancock Whitney
Mississippi
$704K – – –
SWM
133
SeaCrest Wealth Management
New York
$702K +$702K +5,441 New
Lido Advisors
134
Lido Advisors
California
$700K +$700K +5,422 New
TP
135
Tranquility Partners
Tennessee
$687K +$56.3K +436 +9%
ASN
136
Advisory Services Network
Georgia
$684K -$56K -433 -8%
IAS
137
Investment Advisory Services
Texas
$677K – – –
APW
138
Aurora Private Wealth
New Jersey
$635K +$146K +1,129 +30%
IFWM
139
Institute for Wealth Management
Colorado
$634K -$25.3K -196 -4%
MA
140
Mutual Advisors
Nebraska
$617K +$236K +1,823 +62%
BF
141
BOK Financial
Oklahoma
$614K -$3.35K -26 -0.5%
BRC
142
Bell Rock Capital
Delaware
$614K +$158K +1,223 +35%
LFAS
143
Level Four Advisory Services
Texas
$600K -$185K -1,431 -24%
GRP
144
Global Retirement Partners
California
$593K +$37.4K +290 +7%
APP
145
Avantax Planning Partners
Iowa
$592K +$129 +1 +0%
HCIA
146
Hochman Cole Investment Advisors
Illinois
$590K +$55.1K +427 +10%
SWP
147
Stratos Wealth Partners
Ohio
$587K -$266K -2,062 -31%
GWM
148
Gray Wealth Management
Maine
$578K -$21.4K -166 -4%
Neuberger Berman Group
149
Neuberger Berman Group
New York
$577K +$284K +2,200 +97%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$571K +$90.6K +702 +19%
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