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Vanguard Utilities ETF
VPU

Overview Fund Activity

333 hedge funds and large institutions have $1.05B invested in Vanguard Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
6.74%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
100
Reduced
106
Closed
21
Calls
$4.64M
Puts
$4.79M
Net Calls
-$148K
Net Calls Change
+$1.65M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$72.3M
2
Goldman Sachs
Goldman Sachs
New York
+$11.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.8M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$5.33M
5
MSU
Mizuho Securities USA
New York
+$4.72M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$27.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.45M
5
FIM
Freedom Investment Management
Connecticut
-$6.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPCG
176
Matrix Private Capital Group
New York
$432K -$4.52K -35 -1%
TA
177
Tiedemann Advisors
New York
$431K – – –
DADC
178
D.A. Davidson & Co
Montana
$429K +$43.4K +336 +11%
IWM
179
IHT Wealth Management
Illinois
$426K +$69.9K +541 +20%
EF
180
Empirical Finance
Pennsylvania
$423K – – –
MFW
181
Meristem Family Wealth
Minnesota
$414K – – –
HFRG
182
Houlihan Financial Resource Group
Virginia
$414K +$414K +2,852 New
TF
183
Trek Financial
Arizona
$411K -$366K -2,838 -47%
HIS
184
Horizon Investment Services
Indiana
$409K -$14.7K -114 -3%
RFC
185
Regions Financial Corp
Alabama
$405K – – –
IWC
186
Integrated Wealth Concepts
Massachusetts
$399K +$176K +1,363 +79%
FSC
187
Full Sail Capital
Oklahoma
$389K -$35.4K -254 -8%
MIH
188
Meitav Investment House
Israel
$387K – – –
Vanguard Group
189
Vanguard Group
Pennsylvania
$380K -$66.6K -516 -15%
VHAM
190
Van Hulzen Asset Management
California
$380K +$8.38K +65 +2%
SWMG
191
Strategic Wealth Management Group
Maryland
$371K +$387 +3 +0.1%
AWS
192
AJ Wealth Strategies
New York
$354K +$354K +2,739 New
DWM
193
Doyle Wealth Management
Florida
$353K -$33.2K -257 -9%
SAS
194
Stelac Advisory Services
New York
$333K +$114K +884 +52%
JHCP
195
Jackson Hole Capital Partners
Oklahoma
$322K +$311K +2,410 +2,739%
SB
196
Simmons Bank
Arkansas
$320K -$2.58K -20 -0.8%
NG
197
Northstar Group
New York
$319K -$3.87K -30 -1%
NIM
198
Northeast Investment Management
Massachusetts
$319K – – –
AIM
199
Anchor Investment Management
South Carolina
$318K +$96.1K +744 +43%
EAM
200
Evanson Asset Management
California
$312K -$4.78K -37 -2%
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