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Vanguard Utilities ETF
VPU

Overview Fund Activity

216 hedge funds and large institutions have $694M invested in Vanguard Utilities ETF in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+28
Holders Change %
+14.89%
% of All Funds
4.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
47
Increased
59
Reduced
54
Closed
19
Calls
$804K
Puts
$420K
Net Calls
+$384K
Net Calls Change
-$574K

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$24.9M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$7.4M
3
Bank of America
Bank of America
North Carolina
+$7.23M
4
Jane Street
Jane Street
New York
+$4.27M
5
Morgan Stanley
Morgan Stanley
New York
+$2.48M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.38M
3
PFA
Pinnacle Family Advisors
Missouri
-$5.42M
4
TSS
Two Sigma Securities
New York
-$4.61M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
176
WESPAC Advisors SoCal
California
$37K – – –
TVWM
177
Tower View Wealth Management
Wisconsin
$37K +$37K +320 New
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$34K -$4.69K -40 -12%
PA
179
Parallel Advisors
California
$32K +$116 +1 +0.4%
TRCT
180
Tower Research Capital (TRC)
New York
$29K -$990K -8,571 -97%
ZB
181
Zions Bancorporation
Utah
$29K – – –
CMBA
182
C.M. Bidwell & Associates
Hawaii
$27K – – –
KTC
183
Kistler-Tiffany Companies
Pennsylvania
$26K – – –
US Bancorp
184
US Bancorp
Minnesota
$25K +$23.4K +200 +1,429%
CHC
185
City Holding Co
West Virginia
$23K – – –
FNB
186
Farmers National Bank
Kentucky
$23K +$23K +200 New
AIM
187
Advantage Investment Management
Iowa
$22K +$10.4K +90 +90%
SWM
188
SeaCrest Wealth Management
New York
$21K +$21K +183 New
LYV
189
Live Your Vision
Pennsylvania
$18K – – –
DPA
190
Delphi Private Advisors
California
$18K +$18K +155 New
First Manhattan
191
First Manhattan
New York
$17K – – –
IWM
192
IHT Wealth Management
Illinois
$17K +$4.72K +40 +38%
GI
193
Gradient Investments
Minnesota
$17K +$17K +142 New
BC
194
Barnett & Company
Tennessee
$15K – – –
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$15K – – –
1832 Asset Management
196
1832 Asset Management
Ontario, Canada
$12K +$12K +100 New
AWM
197
Aevitas Wealth Management
Massachusetts
$12K +$12K +103 New
FHA
198
First Horizon Advisors
Tennessee
$11K – – –
TL
199
TrueWealth LLC
Georgia
$11K +$11K +95 New
PRS
200
Pinkerton Retirement Specialists
Idaho
$9K +$9K +76 New
6 7
8
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