Vanguard Utilities ETF
382 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 87 reducing their positions, and 27 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 87
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
37% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 27
9% more capital invested
Capital invested by funds: $1.21B → $1.32B (+$114M)
2.33% more ownership
Funds ownership: 25.07% → 27.4% (+2.3%)
1% more funds holding
Funds holding: 377 → 382 (+5)
6% more call options, than puts
Call options by funds: $4.14M | Put options by funds: $3.91M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$47.3M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$38.7M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$16.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$10M |
| 5 |
PL
Polianta Ltd
St Helier,
Jersey
|
+$8.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$9.18M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$6.72M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.58M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.13M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.83M |
VPU Hedge Fund Activity: Q3 2021 in Review
382 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q3 2021, worth a combined $1.32B — up 9.4% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new VPU positions and 27 closed out — a net gain of 10 holders — while 137 added to existing stakes and 87 trimmed.
The largest buyer was Citigroup, adding an estimated $47.3M. The largest seller was Goldman Sachs, cutting an estimated $9.18M.
- 382 institutional investors held Vanguard Utilities ETF (VPU) as of Q3 2021, up from 377 in Q2 2021.
- Funds reported $1.32B of Vanguard Utilities ETF stock for Q3 2021, up 9.4% quarter-over-quarter.
- 37 funds opened new Vanguard Utilities ETF positions in Q3 2021 and 27 closed out, a net change of +10 holders.
- The largest Vanguard Utilities ETF buyer in Q3 2021 was Citigroup, an estimated $47.3M added.
- The largest Vanguard Utilities ETF seller in Q3 2021 was Goldman Sachs, an estimated $9.18M sold.
Based on aggregated 13F filings for Q3 2021.