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Vanguard Utilities ETF
VPU

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+15
Holders Change %
+8.72%
% of All Funds
4.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
31
Increased
54
Reduced
52
Closed
14
Calls
$1.01M
Puts
$766K
Net Calls
+$241K
Net Calls Change
-$1.08M

Top Buyers

1
FMLI
1
Fukoku Mutual Life Insurance
Japan
$8.8M
2
FI
2
FormulaFolio Investments
Michigan
$7.19M
3
Morgan Stanley
3
Morgan Stanley
New York
$33.5M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$150M
5
AA
5
Advisory Alpha
Michigan
$3.72M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.41M
2
PP
2
Pension Partners
New York
$0
3
TH
3
Timber Hill
Connecticut
$0
4
DOA
4
D'Orazio & Associates
Virginia
$20.5M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
176
JPMorgan Chase & Co
New York
$7K – – –
AIA
177
Armor Investment Advisors
North Carolina
$7K – – –
OFS
178
Orrstown Financial Services
Pennsylvania
$4K +$4K +31 New
BlackRock
179
BlackRock
New York
$3K -$500 -4 -14%
FFW
180
Fusion Family Wealth
New York
$3K – – –
US Bancorp
181
US Bancorp
Minnesota
$2K – – –
SBL
182
Sargent Bickham Lagudis
Colorado
$2K +$2K +20 New
FWM
183
Focused Wealth Management
New York
$1K – – –
CCM
184
Cribstone Capital Management
Maine
$1K – – –
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +8 New
IWM
186
IHT Wealth Management
Illinois
$166 -$625 -388 -79%
PP
187
Pension Partners
New York
– -$2M -17,713 Closed
TH
188
Timber Hill
Connecticut
– -$1.59M -14,154 Closed
Bank of Nova Scotia
189
Bank of Nova Scotia
Ontario, Canada
– -$1.27M -11,310 Closed
PP
190
PagnatoKarp Partners
Virginia
– -$954K -8,467 Closed
RVPG
191
Relative Value Partners Group
– -$904K -8,054 Closed
QAM
192
Quantres Asset Management
Cayman Islands
– -$697K -6,186 Closed
Wolverine Trading
193
Wolverine Trading
Illinois
– -$491K -4,371 Closed
EAM
194
Evanson Asset Management
California
– -$346K -3,073 Closed
IUHSA
195
Itau Unibanco Holding S.A.
Brazil
– -$214K -1,897 Closed
MAS
196
Madden Advisory Services
Florida
– -$19K -175 Closed
IAS
197
INR Advisory Services
Pennsylvania
– -$11K -94 Closed
TCM
198
Tradewinds Capital Management
Washington
– -$9K -76 Closed
YWP
199
YorkBridge Wealth Partners
New York
– -$6K -50 Closed
BCI
200
Brinker Capital Investments
Pennsylvania
– -$2K -22 Closed
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