Vanguard Utilities ETF
492 hedge funds and large institutions have $1.65B invested in Vanguard Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 145 reducing their positions, and 55 closing their positions.
215% more call options, than puts
Call options by funds: $7.29M | Put options by funds: $2.31M
23% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 145
14% more capital invested
Capital invested by funds: $1.45B → $1.65B (+$201M)
1.94% more ownership
Funds ownership: 30.28% → 32.22% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
4% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 55
1% less funds holding
Funds holding: 498 → 492 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$153M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$69.2M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$24M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$140M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$36.8M |
| 3 |
HP
Hound Partners
New York
|
-$26.6M |
| 4 |
RAG
RIA Advisory Group
Des Moines,
Iowa
|
-$6.93M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.43M |
VPU Hedge Fund Activity: Q1 2024 in Review
492 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2024, worth a combined $1.65B — up 14% from $1.45B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of VPU and 53 opened new positions — a net loss of 2 holders — while 145 trimmed existing stakes and 178 added.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $153M. The largest seller was Morgan Stanley, cutting an estimated $140M.
- 492 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2024, down from 498 in Q4 2023.
- Funds reported $1.65B of Vanguard Utilities ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 53 funds opened new Vanguard Utilities ETF positions in Q1 2024 and 55 closed out, a net change of -2 holders.
- The largest Vanguard Utilities ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $153M added.
- The largest Vanguard Utilities ETF seller in Q1 2024 was Morgan Stanley, an estimated $140M sold.
Based on aggregated 13F filings for Q1 2024.