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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 %
PSF
201
Pacific Sun Financial
California
$307K – – –
MAS
202
Madden Advisory Services
Florida
$302K +$62.9K +488 +26%
SFS
203
Sowell Financial Services
Arkansas
$301K -$700K -5,429 -70%
PA
204
Parallel Advisors
California
$301K -$2.97K -23 -1%
MTC
205
Matrix Trust Company
Colorado
$301K +$5.17K +40 +2%
LNC
206
Lincoln National Corp
Pennsylvania
$301K +$7.1K +55 +2%
AIP
207
Almanack Investment Partners
Pennsylvania
$282K -$704K -4,865 -71%
RVPG
208
Relative Value Partners Group
$280K – – –
NB
209
Northwest Bancshares
Pennsylvania
$278K – – –
WS
210
Wedbush Securities
California
$278K – – –
MIM
211
Moseley Investment Management
Florida
$270K – – –
SWM
212
Selective Wealth Management
Virginia
$261K +$1.29K +10 +0.5%
JIC
213
Joel Isaacson & Co
New York
$258K – – –
TFS
214
Thoroughbred Financial Services
Tennessee
$256K -$12.4K -96 -5%
SVWAG
215
Sound View Wealth Advisors Group
Georgia
$255K -$3.36K -26 -1%
PCM
216
Poehling Capital Management
Wisconsin
$252K – – –
OL
217
Optas LLC
Texas
$251K -$40.4K -313 -14%
CANC
218
Culbertson A N & Co
Virginia
$248K – – –
APSP
219
Asset Planning Services (Pennsylvania)
Pennsylvania
$247K +$247K +1,913 New
AWA
220
Acorn Wealth Advisors
Michigan
$246K +$1.81K +14 +0.7%
FRA
221
Front Row Advisors
California
$244K -$27.9K -200 -10%
DI
222
DAGCO Inc
Ohio
$242K -$48.4K -375 -17%
SB
223
Strategic Blueprint
Georgia
$234K – – –
LWM
224
Loveless Wealth Management
Montana
$227K – – –
RSWM
225
Robertson Stephens Wealth Management
California
$225K +$225K +1,747 New
7 8
9
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