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VPU

Vanguard Utilities ETF
VPU

91 hedge funds and large institutions have $267M invested in Vanguard Utilities ETF in 2013 Q2 according to their latest regulatory filings, with 91 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $641K

19.49% more ownership

Funds ownership: 0% → 19.49% (+19%)

Holders
91
Holders Change
+91
Holders Change %
–
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
91
Increased
–
Reduced
–
Closed
–
Calls
$1.59M
Puts
$641K
Net Calls
+$953K
Net Calls Change
+$953K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
1
Factory Mutual Insurance
Massachusetts
$45.2M +$46.7M +549,400 New
Bank of America
2
Bank of America
North Carolina
$19.5M +$20.2M +237,176 New
Wells Fargo
3
Wells Fargo
California
$19M +$19.7M +230,982 New
Morgan Stanley
4
Morgan Stanley
New York
$18.4M +$19M +223,324 New
CPO
5
Cerity Partners OCIO
New York
$14.4M +$14.9M +174,950 New
CS
6
Credit Suisse
Switzerland
$14M +$14.5M +170,072 New
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$10.3M +$10.7M +125,386 New
TCM
8
TD Capital Management
Tennessee
$10.1M +$10.4M +122,332 New
CCMD
9
Cypress Capital Management (Delaware)
Delaware
$9.91M +$10.3M +120,533 New
LPL Financial
10
LPL Financial
California
$8.42M +$8.71M +102,421 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.03M +$8.31M +97,698 New
U
12
UBS
Switzerland
$7.8M +$8.07M +94,898 New
DY
13
Dowling & Yahnke
California
$7.4M +$7.66M +89,988 New
SG Americas Securities
14
SG Americas Securities
New York
$7.3M +$7.56M +88,803 New
RJA
15
Raymond James & Associates
Florida
$6.2M +$6.42M +75,476 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$5.13M +$5.31M +62,425 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.6M +$3.73M +43,817 New
DS
18
DRW Securities
Illinois
$3.09M +$3.2M +37,583 New
AIS
19
American Investment Services
Massachusetts
$3.01M +$3.11M +36,599 New
CWM
20
Cabot Wealth Management
Massachusetts
$2.9M +$3M +35,309 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.77M +$2.86M +33,663 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.73M +$2.83M +33,273 New
HW
23
Hancock Whitney
Mississippi
$2.66M +$2.76M +32,413 New
TH
24
Timber Hill
Connecticut
$2.01M +$2.08M +24,464 New
TRCT
25
Tower Research Capital (TRC)
New York
$1.94M +$2.01M +23,607 New
1
2 3 4

VPU Hedge Fund Activity: Q2 2013 in Review

91 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2013, worth a combined $267M.

Buyers outnumbered sellers: 91 funds opened new VPU positions and 0 closed out — a net gain of 91 holders — while 0 added to existing stakes and 0 trimmed.

  • 91 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $267M of Vanguard Utilities ETF stock for Q2 2013.
  • 91 funds opened new Vanguard Utilities ETF positions in Q2 2013 and 0 closed out, a net change of +91 holders.

Based on aggregated 13F filings for Q2 2013.