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Vanguard Utilities ETF
VPU

Overview Fund Activity

333 hedge funds and large institutions have $1.05B invested in Vanguard Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
6.74%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
100
Reduced
106
Closed
21
Calls
$4.64M
Puts
$4.79M
Net Calls
-$148K
Net Calls Change
+$1.65M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$72.3M
2
Goldman Sachs
Goldman Sachs
New York
+$11.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.8M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$5.33M
5
MSU
Mizuho Securities USA
New York
+$4.72M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$27.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.45M
5
FIM
Freedom Investment Management
Connecticut
-$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
151
Bigelow Investment Advisors
Maine
$565K -$9.03K -70 -2%
V
152
Veritable
Delaware
$553K – – –
VA
153
Valmark Advisers
Ohio
$553K +$30.3K +235 +6%
RJT
154
Raymond James Trust
Florida
$553K +$232K +1,798 +72%
SMC
155
Smith, Moore & Co
Missouri
$547K – – –
BSW
156
Buckingham Strategic Wealth
Missouri
$543K +$387 +3 +0.1%
BRWA
157
B. Riley Wealth Advisors
Florida
$531K +$322K +2,504 +154%
AF
158
Advisornet Financial
Minnesota
$529K -$546K -4,253 -51%
Macquarie Group
159
Macquarie Group
Australia
$528K -$1.01M -8,180 Closed
IOOF
160
Independent Order of Foresters
Ontario, Canada
$528K – – –
BRWM
161
B. Riley Wealth Management
Tennessee
$526K +$195K +1,507 +59%
MECA
162
Miller Equity Capital Advisors
Texas
$517K – – –
PAMG
163
Patton Albertson Miller Group
Tennessee
$514K – – –
BC
164
Bartlett & Co
Ohio
$504K – – –
BCWM
165
Bartlett & Co Wealth Management
Ohio
$504K – – –
RMAM
166
Raab & Moskowitz Asset Management
New Jersey
$498K -$28.5K -221 -5%
RHP
167
Royal Harbor Partners
Texas
$478K +$13.5K +105 +3%
CFGS
168
Concourse Financial Group Securities
Alabama
$468K -$35K -271 -7%
NRI
169
NFP Retirement Inc
California
$465K +$24.8K +192 +6%
AA
170
Ancora Advisors
Ohio
$461K – – –
BCA
171
Bay Colony Advisors
Massachusetts
$455K +$71.5K +553 +19%
MMA
172
Miracle Mile Advisors
California
$453K +$453K +3,507 New
SCM
173
Southport Capital Management
Tennessee
$452K -$5.04K -39 -1%
FCFC
174
First Commonwealth Financial Corp
Pennsylvania
$443K – – –
CF
175
Centaurus Financial
California
$439K -$263K -2,037 -37%
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