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VPU

Vanguard Utilities ETF

377 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 146 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 93

38% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $2.87M

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

2% more funds holding

Funds holding: 370377 (+7)

3% more capital invested

Capital invested by funds: $1.18B → $1.21B (+$31M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.93% less ownership

Funds ownership: 26%25.07% (-0.93%)

Holders
377
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
146
Reduced
93
Closed
32
Calls
$3.95M
Puts
$2.87M
Net Calls
+$1.08M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
201
Evanson Asset Management
California
$375K +$42.6K +297 +12%
MAS
202
Madden Advisory Services
Florida
$366K +$24.4K +170 +7%
FSC
203
Full Sail Capital
Oklahoma
$363K -$2.87K -20 -0.8%
ECG
204
Edge Capital Group
Georgia
$357K -$15.3K -107 -4%
SB
205
Simmons Bank
Arkansas
$354K
AWE
206
Avidian Wealth Enterprises
Texas
$344K +$3.3K +23 +0.9%
NG
207
Northstar Group
New York
$343K
MFGM
208
Marshall Financial Group (Maryland)
Maryland
$343K +$8.31K +58 +2%
RBFC
209
Roman Butler Fullerton & Co
Missouri
$340K
NIM
210
Northeast Investment Management
Massachusetts
$338K
CAAS
211
Capital Asset Advisory Services
Michigan
$333K -$1.12M -7,805 -76%
Neuberger Berman Group
212
Neuberger Berman Group
New York
$329K
SMC
213
Smith, Moore & Co
Missouri
$326K
BOPW
214
Brandywine Oak Private Wealth
Pennsylvania
$324K +$335K +2,338 New
BWM
215
Bulltick Wealth Management
Florida
$319K
BIA
216
Bigelow Investment Advisors
Maine
$319K
PA
217
Parallel Advisors
California
$312K +$1.29K +9 +0.4%
RVPG
218
Relative Value Partners Group
$300K
NB
219
Northwest Bancshares
Pennsylvania
$298K
MWM
220
Mission Wealth Management
California
$298K +$47.1K +329 +18%
SFS
221
Summit Financial Strategies
Ohio
$296K +$306K +2,136 New
HNB
222
Huntington National Bank
Ohio
$293K +$303K +2,114 New
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$290K -$39.1K -273 -12%
ACM
224
Advisors Capital Management
New Jersey
$289K +$38.4K +268 +15%
PWM
225
Praetorian Wealth Management
California
$287K +$297K +2,072 New