Vanguard Utilities ETF
VPU
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.
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
31% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $766K
9% more funds holding
Funds holding: 172 → 187 (+15)
8% more capital invested
Capital invested by funds: $593M → $643M (+$49.7M)
4% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 52
0.36% more ownership
Funds ownership: 25.27% → 25.63% (+0.36%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
+$8.88M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$6.95M |
| 3 |
Morgan Stanley
New York
|
+$6M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$5.52M |
| 5 |
Jane Street
New York
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.33M |
| 2 |
PP
Pension Partners
New York
|
-$2M |
| 3 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.59M |
| 4 |
DOA
D'Orazio & Associates
Falls Church,
Virginia
|
-$1.34M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$1.27M |
VPU Hedge Fund Activity: Q2 2017 in Review
187 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2017, worth a combined $643M — up 8.4% from $593M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new VPU positions and 14 closed out — a net gain of 17 holders — while 54 added to existing stakes and 52 trimmed.
The largest buyer was Fukoku Mutual Life Insurance, opening a new position worth an estimated $8.88M. The largest seller was Ameriprise, cutting an estimated $7.33M.
- 187 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2017, up from 172 in Q1 2017.
- Funds reported $643M of Vanguard Utilities ETF stock for Q2 2017, up 8.4% quarter-over-quarter.
- 31 funds opened new Vanguard Utilities ETF positions in Q2 2017 and 14 closed out, a net change of +17 holders.
- The largest Vanguard Utilities ETF buyer in Q2 2017 was Fukoku Mutual Life Insurance, an estimated $8.88M added.
- The largest Vanguard Utilities ETF seller in Q2 2017 was Ameriprise, an estimated $7.33M sold.
Based on aggregated 13F filings for Q2 2017.