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Vanguard Utilities ETF
VPU

Overview Fund Activity

270 hedge funds and large institutions have $1.1B invested in Vanguard Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+17
Holders Change %
+6.72%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
42
Increased
98
Reduced
59
Closed
22
Calls
$4.42M
Puts
$1.57M
Net Calls
+$2.85M
Net Calls Change
+$1.35M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$129M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.2M
3
Bank of America
Bank of America
North Carolina
+$25.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.15M
2
TRCT
Tower Research Capital (TRC)
New York
-$7.37M
3
PL
Polianta Ltd
Jersey
-$6.68M
4
PFA
Pinnacle Family Advisors
Missouri
-$5.68M
5
Jane Street
Jane Street
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
151
Simmons Bank
Arkansas
$288K -$14.2K -110 -5%
LNC
152
Lincoln National Corp
Pennsylvania
$287K -$129K -991 -31%
CWM
153
Cabot Wealth Management
Massachusetts
$286K – – –
CIBC World Market
154
CIBC World Market
Ontario, Canada
$286K +$286K +2,206 New
NB
155
Northwest Bancshares
Pennsylvania
$279K – – –
GRP
156
Global Retirement Partners
California
$277K -$8.67K -67 -3%
CFG
157
CMC Financial Group
Georgia
$274K -$1.29M -9,954 -82%
DWM
158
Doyle Wealth Management
Florida
$268K -$28.2K -218 -10%
GFPC
159
Global Financial Private Capital
Florida
$267K -$602K -4,640 -69%
MIM
160
Moseley Investment Management
Florida
$262K +$262K +2,022 New
ACP
161
Ashfield Capital Partners
California
$257K -$5.84K -45 -2%
AIM
162
Anchor Investment Management
South Carolina
$255K -$143K -1,107 -36%
FRA
163
Front Row Advisors
California
$252K – – –
MA
164
Mutual Advisors
Nebraska
$251K +$251K +1,935 New
CANC
165
Culbertson A N & Co
Virginia
$249K – – –
HI
166
Hudock Inc
Pennsylvania
$248K -$9.44K -73 -4%
CWM
167
Campbell Wealth Management
Virginia
$248K – – –
SG
168
StoneX Group
New York
$248K +$248K +1,912 New
CFGS
169
Concourse Financial Group Securities
Alabama
$246K +$51.6K +398 +27%
AF
170
Advisornet Financial
Minnesota
$245K +$9.33K +72 +4%
RWM
171
Rench Wealth Management
Texas
$244K +$9.34K +72 +4%
VCM
172
Versant Capital Management
Arizona
$242K – – –
NA
173
NewEdge Advisors
Louisiana
$241K +$241K +1,857 New
SCA
174
Snowden Capital Advisors
New York
$240K -$1.68K -13 -0.7%
UBS AM
175
UBS AM
Illinois
$237K +$37.6K +290 +19%
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