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VPU

Vanguard Utilities ETF

136 hedge funds and large institutions have $395M invested in Vanguard Utilities ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $600K

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% less funds holding

Funds holding: 137136 (-1)

8.14% less ownership

Funds ownership: 29.92%21.78% (-8.1%)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

32% less capital invested

Capital invested by funds: $579M → $395M (-$184M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
22
Increased
37
Reduced
42
Closed
21
Calls
$1.03M
Puts
$600K
Net Calls
+$426K
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$78.6M +$18.7M +186,307 +30%
FMI
2
Factory Mutual Insurance
Massachusetts
$68.7M -$11M -110,000 -13%
Bank of America
3
Bank of America
North Carolina
$26.8M +$2.97M +29,584 +12%
Morgan Stanley
4
Morgan Stanley
New York
$18.4M -$3.07M -30,599 -14%
Wells Fargo
5
Wells Fargo
California
$17.4M -$6.7M -66,759 -27%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$16.6M -$131K -1,301 -0.8%
LPL Financial
7
LPL Financial
California
$14.8M -$1.07M -10,654 -7%
DOA
8
D'Orazio & Associates
Virginia
$13.6M +$360K +3,591 +3%
DY
9
Dowling & Yahnke
California
$10.5M +$321K +3,201 +3%
UBS Group
10
UBS Group
Switzerland
$10.2M -$451K -4,495 -4%
FMLI
11
Fukoku Mutual Life Insurance
Japan
$9.58M +$8.5M +84,700 +596%
CPO
12
Cerity Partners OCIO
New York
$7.63M +$4.33M +43,183 +121%
SG Americas Securities
13
SG Americas Securities
New York
$7.27M +$7.52M +75,000 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.04M -$342K -3,405 -5%
AIG
15
American International Group
New York
$5.81M +$5.52M +54,974 +1,102%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$4.79M +$61.4K +612 +1%
RJA
17
Raymond James & Associates
Florida
$4.53M -$113K -1,126 -2%
AIS
18
American Investment Services
Massachusetts
$3.79M -$42.1K -420 -1%
Citigroup
19
Citigroup
New York
$3.64M -$41.9K -418 -1%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.54M +$1.7M +16,951 +86%
HW
21
Hancock Whitney
Mississippi
$3.14M
BF
22
BOK Financial
Oklahoma
$3.1M -$208K -2,073 -6%
CS
23
Credit Suisse
Switzerland
$2.96M -$526K -5,240 -15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.95M -$546K -5,443 -15%
FT
25
Fiduciary Trust
Massachusetts
$2.93M +$803 +8 +0%

VPU Hedge Fund Activity: Q1 2015 in Review

136 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2015, worth a combined $395M — down 32% from $579M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VPU positions and 21 closed out — a net gain of 1 holder — while 37 added to existing stakes and 42 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $18.7M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $157M sold.

  • 136 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2015, down from 137 in Q4 2014.
  • Funds reported $395M of Vanguard Utilities ETF stock for Q1 2015, down 32% quarter-over-quarter.
  • 22 funds opened new Vanguard Utilities ETF positions in Q1 2015 and 21 closed out, a net change of +1 holder.
  • The largest Vanguard Utilities ETF buyer in Q1 2015 was Beacon Capital Management Inc (Ohio), an estimated $18.7M added.
  • The largest Vanguard Utilities ETF seller in Q1 2015 was 1832 Asset Management, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2015.