Vanguard Utilities ETF
VPU
370 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 123 increasing their positions, 113 reducing their positions, and 43 closing their positions.
119% more call options, than puts
Call options by funds: $6.89M | Put options by funds: $3.15M
9% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 113
3% more capital invested
Capital invested by funds: $1.14B → $1.18B (+$39.2M)
2% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 43
0.15% less ownership
Funds ownership: 26.16% → 26% (-0.15%)
1% less funds holding
Funds holding: 374 → 370 (-4)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$15M |
| 2 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$14.6M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$8.65M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$7.63M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$5.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$11.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.46M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$9.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.69M |
| 5 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$5.09M |
VPU Hedge Fund Activity: Q1 2021 in Review
370 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2021, worth a combined $1.18B — up 3.4% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new VPU positions and 43 closed out — a net gain of 1 holder — while 123 added to existing stakes and 113 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $11.1M.
- 370 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2021, down from 374 in Q4 2020.
- Funds reported $1.18B of Vanguard Utilities ETF stock for Q1 2021, up 3.4% quarter-over-quarter.
- 44 funds opened new Vanguard Utilities ETF positions in Q1 2021 and 43 closed out, a net change of +1 holder.
- The largest Vanguard Utilities ETF buyer in Q1 2021 was Cambridge Investment Research Advisors, an estimated $15M added.
- The largest Vanguard Utilities ETF seller in Q1 2021 was LPL Financial, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2021.