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Vanguard Utilities ETF
VPU

Overview Fund Activity

371 hedge funds and large institutions have $1.14B invested in Vanguard Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
69
Increased
111
Reduced
107
Closed
25
Calls
$4.91M
Puts
$6.47M
Net Calls
-$1.56M
Net Calls Change
-$1.41M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$61.2M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$137M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$85M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.9M
5
FIM
5
Freedom Investment Management
Connecticut
$25.1M

Top Sellers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$521K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$16M
3
Ameriprise
3
Ameriprise
Minnesota
$8.08M
4
Bank of America
4
Bank of America
North Carolina
$59.8M
5
MSU
5
Mizuho Securities USA
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
151
Regions Financial Corp
Alabama
$615K +$185K +1,350 +43%
Neuberger Berman Group
152
Neuberger Berman Group
New York
$613K – – –
IWC
153
Integrated Wealth Concepts
Massachusetts
$609K +$185K +1,352 +44%
GRP
154
Global Retirement Partners
California
$601K -$29.7K -216 -5%
VA
155
Valmark Advisers
Ohio
$599K +$11.3K +82 +2%
BRWA
156
B. Riley Wealth Advisors
Florida
$597K +$29.8K +217 +5%
V
157
Veritable
Delaware
$588K – – –
RJT
158
Raymond James Trust
Florida
$587K – – –
HCIA
159
Hochman Cole Investment Advisors
Illinois
$582K -$45.2K -329 -7%
SMC
160
Smith, Moore & Co
Missouri
$581K – – –
IOOF
161
Independent Order of Foresters
Ontario, Canada
$561K – – –
Macquarie Group
162
Macquarie Group
Australia
$561K +$561K +4,090 New
SFG
163
Sovereign Financial Group
Connecticut
$555K +$555K +4,045 New
MECA
164
Miller Equity Capital Advisors
Texas
$550K – – –
DADC
165
D.A. Davidson & Co
Montana
$546K +$90.6K +660 +20%
PAMG
166
Patton Albertson Miller Group
Tennessee
$540K -$1.36K -10 -0.3%
BCWM
167
Bartlett & Co Wealth Management
Ohio
$535K – – –
BC
168
Bartlett & Co
Ohio
$535K – – –
BCA
169
Bay Colony Advisors
Massachusetts
$529K +$45.5K +331 +9%
RMAM
170
Raab & Moskowitz Asset Management
New Jersey
$527K -$1.92K -14 -0.4%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$526K -$80.6K -588 -13%
CFGS
172
Concourse Financial Group Securities
Alabama
$523K +$25.5K +186 +5%
ETC
173
Exchange Traded Concepts
Oklahoma
$521K -$76.4M -556,518 -99%
CF
174
Centaurus Financial
California
$517K +$49.8K +363 +11%
MFP
175
Meridian Financial Partners
Virginia
$500K +$286K +2,069 +134%
5 6
7
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