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Vanguard Utilities ETF
VPU

Overview Fund Activity

167 hedge funds and large institutions have $595M invested in Vanguard Utilities ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
–
Holders Change %
0%
% of All Funds
4.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
20
Increased
50
Reduced
63
Closed
16
Calls
$2.42M
Puts
$1.36M
Net Calls
+$1.06M
Net Calls Change
+$486K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$114M
2
BCM
Brookstone Capital Management
Illinois
$10.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.34M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.35M
5
VAM
Visionary Asset Management
Texas
$2.8M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$24.4M
2
Bank of America
Bank of America
North Carolina
$57.8M
3
Morgan Stanley
Morgan Stanley
New York
$28.9M
4
UBS Group
UBS Group
Switzerland
$9.28M
5
LPL Financial
LPL Financial
California
$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
151
JNBA Financial Advisors
Minnesota
$23K +$23K +219 New
AA
152
Apriem Advisors
California
$22K -$21.6K -198 -50%
CCM
153
Cribstone Capital Management
Maine
$21K -$2.56K -25 -11%
CHC
154
City Holding Co
West Virginia
$21K – – –
LYV
155
Live Your Vision
Pennsylvania
$18K +$18K +167 New
WP
156
WealthPLAN Partners
Nebraska
$17.6K -$24.9K -241 -59%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$17K -$12.6K -115 -43%
First Manhattan
158
First Manhattan
New York
$16K – – –
ASN
159
Advisory Services Network
Georgia
$11K – – –
AIM
160
Advantage Investment Management
Iowa
$11K – – –
LAM
161
Lebenthal Asset Management
New York
$11K +$11K +100 New
IAS
162
INR Advisory Services
Pennsylvania
$10K – – –
FMP
163
Financial Management Professionals
Texas
$4K – – –
MCM
164
Manchester Capital Management
Vermont
$3K – – –
FWM
165
Focused Wealth Management
New York
$2K -$100 -1 -5%
BIM
166
BlackRock Investment Management
Delaware
$2K – – –
JPMorgan Chase & Co
167
JPMorgan Chase & Co
New York
$2K +$2K +23 New
UFF
168
USA Financial Formulas
Michigan
– -$4.21M -36,743 Closed
SFA
169
Sequoia Financial Advisors
Ohio
– -$2.36M -20,632 Closed
DHFB
170
Dixon Hubard Feinour & Brown
Virginia
– -$1.1M -9,635 Closed
BCM
171
Barometer Capital Management
Ontario, Canada
– -$836K -7,300 Closed
Millennium Management
172
Millennium Management
New York
– -$617K -5,387 Closed
SMH
173
Sanders Morris Harris
Texas
– -$343K -3,000 Closed
NA
174
NewEdge Advisors
Louisiana
– -$321K -2,803 Closed
QAM
175
Quantres Asset Management
Cayman Islands
– -$283K -2,473 Closed
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