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Vanguard Utilities ETF
VPU

Overview Fund Activity

293 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+7
Holders Change %
+2.45%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
33
Increased
96
Reduced
74
Closed
25
Calls
$5.86M
Puts
$2.67M
Net Calls
+$3.19M
Net Calls Change
+$2.73M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
TF
2
TIAA FSB
Florida
$22.4M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$28.4M
4
LPL Financial
4
LPL Financial
California
$65.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$93.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$56.2M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
UFF
3
USA Financial Formulas
Michigan
$0
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$181M
5
MPM
5
Meritage Portfolio Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
176
Global Retirement Partners
California
$330K -$25.5K -177 -7%
SB
177
Simmons Bank
Arkansas
$320K – – –
CWM
178
Cabot Wealth Management
Massachusetts
$316K – – –
RVPG
179
Relative Value Partners Group
$313K -$158K -1,095 -34%
NIM
180
Northeast Investment Management
Massachusetts
$313K – – –
AP
181
Advisors Preferred
Maryland
$311K +$264K +1,838 +567%
NB
182
Northwest Bancshares
Pennsylvania
$309K – – –
LNC
183
Lincoln National Corp
Pennsylvania
$305K -$12.8K -89 -4%
MIM
184
Moseley Investment Management
Florida
$300K +$9.9K +69 +3%
MA
185
Mutual Advisors
Nebraska
$299K +$10.6K +74 +4%
MTC
186
Matrix Trust Company
Colorado
$296K -$36.5K -254 -11%
PA
187
Parallel Advisors
California
$296K +$151K +1,050 +104%
SCA
188
Snowden Capital Advisors
New York
$295K +$10.8K +75 +4%
WIA
189
World Investment Advisors
California
$294K – – –
Thrivent Financial for Lutherans
190
Thrivent Financial for Lutherans
Minnesota
$286K -$252K – –
SWM
191
Selective Wealth Management
Virginia
$282K -$24.7K -172 -8%
FRA
192
Front Row Advisors
California
$282K – – –
AIM
193
Anchor Investment Management
South Carolina
$278K -$4.6K -32 -2%
ACP
194
Ashfield Capital Partners
California
$277K +$277K +1,930 New
CANC
195
Culbertson A N & Co
Virginia
$276K – – –
LIM
196
Leavell Investment Management
Alabama
$274K +$13K +90 +5%
SG
197
StoneX Group
New York
$273K -$3.91K -27 -1%
TFS
198
Thoroughbred Financial Services
Tennessee
$270K -$990K -6,893 -79%
TFO
199
Tarbox Family Office
California
$269K – – –
IWM
200
IHT Wealth Management
Illinois
$264K -$497K -3,464 -65%
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8
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