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VPU

Vanguard Utilities ETF
VPU

336 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, 101 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $965M → $1.05B (+$87.7M)

5% more funds holding

Funds holding: 319 → 336 (+17)

0.47% more ownership

Funds ownership: 25.1% → 25.57% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

3% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $4.79M

5% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 106

Holders
336
Holders Change
+17
Holders Change %
+5.33%
% of All Funds
6.78%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
101
Reduced
106
Closed
21
Calls
$4.64M
Puts
$4.79M
Net Calls
-$148K
Net Calls Change
+$1.65M

Top Buyers

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$72.5M
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
+$5.34M
5
MSU
Mizuho Securities USA
New York
+$4.73M

Top Sellers

Rank Fund Capital Flow
1
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$27.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.47M
5
FIM
Freedom Investment Management
Connecticut
-$6.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
201
Evanson Asset Management
California
$312K -$4.79K -37 -2%
PSF
202
Pacific Sun Financial
California
$307K – – –
MAS
203
Madden Advisory Services
Florida
$302K +$63.1K +488 +26%
SFS
204
Sowell Financial Services
Arkansas
$301K -$702K -5,429 -70%
PA
205
Parallel Advisors
California
$301K -$2.98K -23 -1%
MTC
206
Matrix Trust Company
Colorado
$301K +$5.17K +40 +2%
LNC
207
Lincoln National Corp
Pennsylvania
$301K +$7.12K +55 +2%
AIP
208
Almanack Investment Partners
Pennsylvania
$282K -$629K -4,865 -71%
RVPG
209
Relative Value Partners Group
$280K – – –
NB
210
Northwest Bancshares
Pennsylvania
$278K – – –
WS
211
Wedbush Securities
California
$278K – – –
MIM
212
Moseley Investment Management
Florida
$270K – – –
SWM
213
Selective Wealth Management
Virginia
$261K +$1.29K +10 +0.5%
JIC
214
Joel Isaacson & Co
New York
$258K – – –
TFS
215
Thoroughbred Financial Services
Tennessee
$256K -$12.4K -96 -5%
IFG
216
Independent Financial Group
California
$255K +$39.5K +305 +18%
SVWAG
217
Sound View Wealth Advisors Group
Georgia
$255K -$3.36K -26 -1%
PCM
218
Poehling Capital Management
Wisconsin
$252K – – –
OL
219
Optas LLC
Texas
$251K -$40.5K -313 -14%
CANC
220
Culbertson A N & Co
Virginia
$248K – – –
APSP
221
Asset Planning Services (Pennsylvania)
Pennsylvania
$247K +$247K +1,913 New
AWA
222
Acorn Wealth Advisors
Michigan
$246K +$1.81K +14 +0.7%
FRA
223
Front Row Advisors
California
$244K -$25.9K -200 -10%
DI
224
DAGCO Inc
Ohio
$242K -$48.5K -375 -17%
SB
225
Strategic Blueprint
Georgia
$234K – – –
7 8
9
10 11

VPU Hedge Fund Activity: Q3 2020 in Review

336 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q3 2020, worth a combined $1.05B — up 9.1% from $965M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VPU positions and 21 closed out — a net gain of 20 holders — while 101 added to existing stakes and 106 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $72.5M. The largest seller was Harel Insurance Investments & Financial Services, cutting an estimated $27.7M.

  • 336 institutional investors held Vanguard Utilities ETF (VPU) as of Q3 2020, up from 319 in Q2 2020.
  • Funds reported $1.05B of Vanguard Utilities ETF stock for Q3 2020, up 9.1% quarter-over-quarter.
  • 41 funds opened new Vanguard Utilities ETF positions in Q3 2020 and 21 closed out, a net change of +20 holders.
  • The largest Vanguard Utilities ETF buyer in Q3 2020 was Exchange Traded Concepts, an estimated $72.5M added.
  • The largest Vanguard Utilities ETF seller in Q3 2020 was Harel Insurance Investments & Financial Services, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2020.