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VPU

Vanguard Utilities ETF
VPU

370 hedge funds and large institutions have $1.18B invested in Vanguard Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 123 increasing their positions, 113 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $6.89M | Put options by funds: $3.15M

9% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 113

3% more capital invested

Capital invested by funds: $1.14B → $1.18B (+$39.2M)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0.15% less ownership

Funds ownership: 26.16% → 26% (-0.15%)

1% less funds holding

Funds holding: 374 → 370 (-4)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
370
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
6.5%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
44
Increased
123
Reduced
113
Closed
43
Calls
$6.89M
Puts
$3.15M
Net Calls
+$3.74M
Net Calls Change
+$5.3M

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$15M
2
FP
Financial Perspectives
Minnesota
+$14.6M
3
AIC
Ameritas Investment Company
Nebraska
+$8.65M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$7.63M
5
PCA
Personal Capital Advisors
California
+$5.54M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$11.1M
2
Bank of America
Bank of America
North Carolina
-$9.46M
3
FIM
Freedom Investment Management
Connecticut
-$9.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.69M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$5.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
201
Simmons Bank
Arkansas
$358K – – –
RBFC
202
Roman Butler Fullerton & Co
Missouri
$358K +$334K +2,453 New
MAS
203
Madden Advisory Services
Florida
$347K -$6.67K -49 -2%
NG
204
Northstar Group
New York
$347K – – –
AWE
205
Avidian Wealth Enterprises
Texas
$345K +$26.8K +197 +9%
NIM
206
Northeast Investment Management
Massachusetts
$342K – – –
MFGM
207
Marshall Financial Group (Maryland)
Maryland
$339K +$42.8K +314 +15%
EAM
208
Evanson Asset Management
California
$338K -$2.18K -16 -0.7%
NEWAS
209
N.E.W. Advisory Services
Wisconsin
$333K -$348K -2,556 -52%
Neuberger Berman Group
210
Neuberger Berman Group
New York
$333K -$286K -2,100 -47%
SMC
211
Smith, Moore & Co
Missouri
$330K -$257K -1,890 -45%
MTC
212
Matrix Trust Company
Colorado
$326K +$6.27K +46 +2%
BWM
213
Bulltick Wealth Management
Florida
$323K – – –
BIA
214
Bigelow Investment Advisors
Maine
$323K -$71.5K -525 -19%
PA
215
Parallel Advisors
California
$315K – – –
RVPG
216
Relative Value Partners Group
$304K – – –
NB
217
Northwest Bancshares
Pennsylvania
$302K – – –
DWM
218
Doyle Wealth Management
Florida
$300K -$1.36K -10 -0.5%
MHS
219
M Holdings Securities
Oregon
$296K +$287K +2,108 New
AWA
220
Acorn Wealth Advisors
Michigan
$293K +$21.8K +160 +8%
IFG
221
Independent Financial Group
California
$290K +$11.7K +86 +4%
GLLW
222
Graves Light Lenhart Wealth
Virginia
$283K – – –
JIC
223
Joel Isaacson & Co
New York
$281K – – –
SCM
224
Southport Capital Management
Tennessee
$280K -$210K -1,539 -44%
PCM
225
Poehling Capital Management
Wisconsin
$274K – – –
7 8
9
10 11

VPU Hedge Fund Activity: Q1 2021 in Review

370 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2021, worth a combined $1.18B — up 3.4% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VPU positions and 43 closed out — a net gain of 1 holder — while 123 added to existing stakes and 113 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15M. The largest seller was LPL Financial, cutting an estimated $11.1M.

  • 370 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2021, down from 374 in Q4 2020.
  • Funds reported $1.18B of Vanguard Utilities ETF stock for Q1 2021, up 3.4% quarter-over-quarter.
  • 44 funds opened new Vanguard Utilities ETF positions in Q1 2021 and 43 closed out, a net change of +1 holder.
  • The largest Vanguard Utilities ETF buyer in Q1 2021 was Cambridge Investment Research Advisors, an estimated $15M added.
  • The largest Vanguard Utilities ETF seller in Q1 2021 was LPL Financial, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2021.