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Vanguard Utilities ETF

219 hedge funds and large institutions have $608M invested in Vanguard Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
37
Increased
58
Reduced
70
Closed
32
Calls
$1.78M
Puts
$861K
Net Calls
+$917K
Net Calls Change
+$533K
Name Holding Trade Value Shares
Change
Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$131M -$28.6M -255,515 -18%
FMI
2
Factory Mutual Insurance
Massachusetts
$112M +$19M +170,000 +20%
Bank of America
3
Bank of America
North Carolina
$37.3M -$27.8M -248,588 -43%
Morgan Stanley
4
Morgan Stanley
New York
$36.4M +$7.39M +66,105 +25%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.3M -$1.38M -12,028 -5%
HIIFS
6
Harel Insurance Investments & Financial Services
Israel
$24M
LPL Financial
7
LPL Financial
California
$23.6M +$1.55M +13,864 +7%
DY
8
Dowling & Yahnke
California
$13.2M -$582K -5,209 -4%
Wells Fargo
9
Wells Fargo
California
$11.5M -$556K -4,974 -5%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$10.2M -$414K -3,698 -4%
PCA
11
Personal Capital Advisors
California
$9.25M +$2.45M +21,935 +36%
UBS Group
12
UBS Group
Switzerland
$9.2M +$1.08M +9,685 +13%
Ameriprise
13
Ameriprise
Minnesota
$8.67M +$3.31M +29,569 +62%
FMLI
14
Fukoku Mutual Life Insurance
Japan
$8.61M
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$8.4M -$234K -2,092 -3%
Lazard Asset Management
16
Lazard Asset Management
New York
$6.72M +$6.72M +60,135 New
AIS
17
American Investment Services
Massachusetts
$5.45M +$134K +1,199 +3%
M&T Bank
18
M&T Bank
New York
$4.96M -$90.9K -813 -2%
Citigroup
19
Citigroup
New York
$4.8M +$24.6K +220 +0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.4M -$546K -4,880 -11%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.9M +$105K +936 +3%
FIM
22
Freedom Investment Management
Connecticut
$3.81M -$406K -3,630 -10%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$3.44M -$215K -1,922 -6%
HT
24
Heritage Trust
Oklahoma
$3.4M -$121K -1,081 -3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.18M -$1.67M -14,924 -34%