Vanguard Utilities ETF
221 hedge funds and large institutions have $653M invested in Vanguard Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 20 closing their positions.
200% more call options, than puts
Call options by funds: $3.34M | Put options by funds: $1.11M
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
7% more capital invested
Capital invested by funds: $608M → $653M (+$45M)
2.6% more ownership
Funds ownership: 23.81% → 26.42% (+2.6%)
1% more funds holding
Funds holding: 219 → 221 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
28% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$34.4M |
| 2 |
Lazard Asset Management
New York
|
+$6.01M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.03M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.89M |
| 5 |
Morgan Stanley
New York
|
+$2.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.19M |
| 2 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$2.01M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$1.42M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$1.01M |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$888K |
VPU Hedge Fund Activity: Q2 2018 in Review
221 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2018, worth a combined $653M — up 7.4% from $608M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new VPU positions and 20 closed out — a net gain of 4 holders — while 51 added to existing stakes and 71 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $34.4M. The largest seller was Bank of America, cutting an estimated $8.19M.
- 221 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2018, up from 219 in Q1 2018.
- Funds reported $653M of Vanguard Utilities ETF stock for Q2 2018, up 7.4% quarter-over-quarter.
- 24 funds opened new Vanguard Utilities ETF positions in Q2 2018 and 20 closed out, a net change of +4 holders.
- The largest Vanguard Utilities ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $34.4M added.
- The largest Vanguard Utilities ETF seller in Q2 2018 was Bank of America, an estimated $8.19M sold.
Based on aggregated 13F filings for Q2 2018.