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Vanguard Utilities ETF
VPU

Overview Fund Activity

316 hedge funds and large institutions have $964M invested in Vanguard Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-18
Holders Change %
-5.39%
% of All Funds
6.5%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
34
Increased
101
Reduced
107
Closed
48
Calls
$3.1M
Puts
$4.9M
Net Calls
-$1.79M
Net Calls Change
-$3.83M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$72.3M
2
FIM
Freedom Investment Management
Connecticut
$21.7M
3
Bank of America
Bank of America
North Carolina
$62.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.13M
5
NWS
Newport Wealth Strategies
California
$4.57M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$27.5M
2
TF
TIAA FSB
Florida
$7.32M
3
AWM
AE Wealth Management
Kansas
$5.16M
4
SS
Simplicity Solutions
Minnesota
$4.31M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$460K -$237K -1,918 -34%
RHP
152
Royal Harbor Partners
Texas
$445K -$222K -1,795 -33%
AA
153
Ancora Advisors
Ohio
$442K – – –
SCM
154
Southport Capital Management
Tennessee
$437K +$40.3K +326 +10%
BRC
155
Bell Rock Capital
Delaware
$437K +$138K +1,116 +46%
Vanguard Group
156
Vanguard Group
Pennsylvania
$428K -$28.7K -232 -6%
FCFC
157
First Commonwealth Financial Corp
Pennsylvania
$425K – – –
OC
158
Oppenheimer & Co
New York
$424K -$55.1K -445 -11%
NRI
159
NFP Retirement Inc
California
$421K -$6.18K -50 -1%
MPCG
160
Matrix Private Capital Group
New York
$418K -$117K -949 -22%
TA
161
Tiedemann Advisors
New York
$413K – – –
FSC
162
Full Sail Capital
Oklahoma
$409K +$409K +3,047 New
HIS
163
Horizon Investment Services
Indiana
$406K -$15.2K -123 -4%
EF
164
Empirical Finance
Pennsylvania
$405K – – –
MFW
165
Meristem Family Wealth
Minnesota
$396K – – –
RFC
166
Regions Financial Corp
Alabama
$388K – – –
SIA
167
Starfire Investment Advisers
Michigan
$378K +$37.2K +301 +11%
MIH
168
Meitav Investment House
Israel
$371K – – –
DWM
169
Doyle Wealth Management
Florida
$370K -$36.9K -298 -9%
DADC
170
D.A. Davidson & Co
Montana
$369K -$32.3K -261 -8%
BCA
171
Bay Colony Advisors
Massachusetts
$367K +$367K +2,968 New
MA
172
Mutual Advisors
Nebraska
$365K +$42.9K +347 +13%
VHAM
173
Van Hulzen Asset Management
California
$356K -$48.1K -389 -12%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$355K -$355K – –
SWMG
175
Strategic Wealth Management Group
Maryland
$355K +$495 +4 +0.1%
5 6
7
8 9