Vanguard Utilities ETF
VPU
167 hedge funds and large institutions have $883M invested in Vanguard Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 10 closing their positions.
170% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 10
43% more call options, than puts
Call options by funds: $1.9M | Put options by funds: $1.33M
26% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 43
11% more funds holding
Funds holding: 151 → 167 (+16)
4% more capital invested
Capital invested by funds: $846M → $883M (+$37.6M)
0.54% more ownership
Funds ownership: 35.06% → 35.6% (+0.54%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8.39M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.8M |
| 3 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$3.95M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$2.22M |
| 5 |
CPO
Cerity Partners OCIO
New York
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$21.2M |
| 2 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
-$15.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.16M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.57M |
| 5 |
AIG
American International Group
New York
|
-$1.97M |
VPU Hedge Fund Activity: Q2 2016 in Review
167 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2016, worth a combined $883M — up 4.4% from $846M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new VPU positions and 10 closed out — a net gain of 17 holders — while 54 added to existing stakes and 43 trimmed.
The largest buyer was UBS Group, adding an estimated $8.39M. The largest seller was LPL Financial, cutting an estimated $21.2M.
- 167 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2016, up from 151 in Q1 2016.
- Funds reported $883M of Vanguard Utilities ETF stock for Q2 2016, up 4.4% quarter-over-quarter.
- 27 funds opened new Vanguard Utilities ETF positions in Q2 2016 and 10 closed out, a net change of +17 holders.
- The largest Vanguard Utilities ETF buyer in Q2 2016 was UBS Group, an estimated $8.39M added.
- The largest Vanguard Utilities ETF seller in Q2 2016 was LPL Financial, an estimated $21.2M sold.
Based on aggregated 13F filings for Q2 2016.