Vanguard Utilities ETF
188 hedge funds and large institutions have $686M invested in Vanguard Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 15 closing their positions.
146% more call options, than puts
Call options by funds: $1.61M | Put options by funds: $654K
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
10% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 58
7% more capital invested
Capital invested by funds: $643M → $686M (+$43.2M)
1% more funds holding
Funds holding: 187 → 188 (+1)
0.2% more ownership
Funds ownership: 25.63% → 25.82% (+0.2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$6.74M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.91M |
| 3 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
+$5.48M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$5.38M |
| 5 |
TSS
Two Sigma Securities
New York
|
+$4.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$7.04M |
| 2 |
Morgan Stanley
New York
|
-$6.52M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$3.69M |
| 4 |
Jane Street
New York
|
-$3.27M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.17M |
VPU Hedge Fund Activity: Q3 2017 in Review
188 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q3 2017, worth a combined $686M — up 6.7% from $643M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VPU positions and 15 closed out — a net gain of 4 holders — while 64 added to existing stakes and 58 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $6.74M. The largest seller was FormulaFolio Investments, cutting an estimated $7.04M.
- 188 institutional investors held Vanguard Utilities ETF (VPU) as of Q3 2017, up from 187 in Q2 2017.
- Funds reported $686M of Vanguard Utilities ETF stock for Q3 2017, up 6.7% quarter-over-quarter.
- 19 funds opened new Vanguard Utilities ETF positions in Q3 2017 and 15 closed out, a net change of +4 holders.
- The largest Vanguard Utilities ETF buyer in Q3 2017 was Brookstone Capital Management, an estimated $6.74M added.
- The largest Vanguard Utilities ETF seller in Q3 2017 was FormulaFolio Investments, an estimated $7.04M sold.
Based on aggregated 13F filings for Q3 2017.