VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

167 hedge funds and large institutions have $883M invested in Vanguard Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+16
Holders Change %
+10.6%
% of All Funds
4.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
27
Increased
54
Reduced
43
Closed
10
Calls
$1.9M
Puts
$1.33M
Net Calls
+$575K
Net Calls Change
+$668K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$17.8M
2
Ameriprise
Ameriprise
Minnesota
$11.2M
3
UFF
USA Financial Formulas
Michigan
$4.21M
4
SFA
Sequoia Financial Advisors
Ohio
$2.36M
5
CPO
Cerity Partners OCIO
New York
$13.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$28.8M
2
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$0
3
Bank of America
Bank of America
North Carolina
$77M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
151
Zions Bancorporation
Utah
$29K – – –
LNB
152
Ledyard National Bank
$27K – – –
CCM
153
Cribstone Capital Management
Maine
$26K +$26K +230 New
BC
154
Barnett & Company
Tennessee
$25K – – –
CHC
155
City Holding Co
West Virginia
$23K +$23K +200 New
WP
156
WealthPLAN Partners
Nebraska
$19.5K +$19.5K +411 New
First Manhattan
157
First Manhattan
New York
$17K – – –
GI
158
Gradient Investments
Minnesota
$16K – – –
ASN
159
Advisory Services Network
Georgia
$11K – – –
AIM
160
Advantage Investment Management
Iowa
$11K – – –
IAS
161
INR Advisory Services
Pennsylvania
$11K +$11K +94 New
GWS
162
Glassman Wealth Services
Virginia
$10K – – –
FMP
163
Financial Management Professionals
Texas
$4K – – –
MCM
164
Manchester Capital Management
Vermont
$3K – – –
QAM
165
QCI Asset Management
New York
$3K +$3K +22 New
FWM
166
Focused Wealth Management
New York
$2K – – –
BIM
167
BlackRock Investment Management
Delaware
$2K +$476 +5 +31%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
– -$15.4M -143,422 Closed
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
– -$2.57M -23,890 Closed
AIG
170
American International Group
New York
– -$1.97M -18,300 Closed
TRCT
171
Tower Research Capital (TRC)
New York
– -$1.54M -14,347 Closed
GWM
172
Greenwich Wealth Management
Connecticut
– -$863K -8,022 Closed
Walleye Trading
173
Walleye Trading
New York
– -$335K -3,114 Closed
BCCM
174
Bridge Creek Capital Management
Massachusetts
– -$227K -2,115 Closed
TWA
175
TCI Wealth Advisors
Arizona
– -$19K -176 Closed
4 5 6
7
8