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Vanguard Utilities ETF
VPU

Overview Fund Activity

187 hedge funds and large institutions have $643M invested in Vanguard Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+15
Holders Change %
+8.72%
% of All Funds
4.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
31
Increased
54
Reduced
52
Closed
14
Calls
$1.01M
Puts
$766K
Net Calls
+$241K
Net Calls Change
-$1.08M

Top Buyers

1
FMLI
1
Fukoku Mutual Life Insurance
Japan
$8.8M
2
FI
2
FormulaFolio Investments
Michigan
$7.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.5M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$150M
5
AA
5
Advisory Alpha
Michigan
$3.72M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.41M
2
PP
2
Pension Partners
New York
$0
3
TH
3
Timber Hill
Connecticut
$0
4
DOA
4
D'Orazio & Associates
Virginia
$20.5M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IndexIQ Advisors
New York
$58K +$58K +509 New
PA
152
Perennial Advisors
New York
$57K -$70.5K -615 -55%
QAM
153
QCI Asset Management
New York
$54K +$54K +473 New
JGIA
154
Jackson Grant Investment Advisers
Connecticut
$53K +$453 +4 +0.9%
OIA
155
OneDigital Investment Advisors
Kansas
$49K +$49K +427 New
WA
156
WFG Advisors
Texas
$39K – – –
UBS AM
157
UBS AM
Illinois
$37.9K +$20.5K +179 +117%
ST
158
Smithfield Trust
Pennsylvania
$37K – – –
AC
159
Alexandria Capital
Virginia
$31K +$6.39K +55 +26%
ZB
160
Zions Bancorporation
Utah
$28K – – –
SEI Investments
161
SEI Investments
Pennsylvania
$27K -$37.4K -330 -58%
CMBA
162
C.M. Bidwell & Associates
Hawaii
$27K +$27K +235 New
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$25.7K -$11.4K -100 -31%
CHC
164
City Holding Co
West Virginia
$23K – – –
LYV
165
Live Your Vision
Pennsylvania
$20K – – –
PA
166
Parallel Advisors
California
$19K – – –
MLFP
167
MPS Loria Financial Planners
Illinois
$18K +$18K +149 New
First Manhattan
168
First Manhattan
New York
$17K – – –
GI
169
Gradient Investments
Minnesota
$16K – – –
JCM
170
Jacobi Capital Management
Pennsylvania
$16K +$16K +138 New
BC
171
Barnett & Company
Tennessee
$14K – – –
FHA
172
First Horizon Advisors
Tennessee
$11K – – –
AIM
173
Advantage Investment Management
Iowa
$11K – – –
NA
174
NewEdge Advisors
Louisiana
$9.77K +$9.77K +86 New
RCG
175
Ruggie Capital Group
Florida
$8K +$8K +73 New
4 5 6
7
8