Vanguard Utilities ETF
218 hedge funds and large institutions have $754M invested in Vanguard Utilities ETF in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 19 closing their positions.
90% more call options, than puts
Call options by funds: $2.46M | Put options by funds: $1.3M
16% more capital invested
Capital invested by funds: $651M → $754M (+$103M)
1.9% more ownership
Funds ownership: 25.04% → 26.94% (+1.9%)
5% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 65
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
1% less funds holding
Funds holding: 220 → 218 (-2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$39.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$31M |
| 3 |
Morgan Stanley
New York
|
+$13.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.68M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$5.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$13.2M |
| 2 |
Citigroup
New York
|
-$6.26M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.48M |
| 4 |
VEA
Virtus ETF Advisers
New York
|
-$1.7M |
| 5 |
Jane Street
New York
|
-$1.62M |
VPU Hedge Fund Activity: Q3 2018 in Review
218 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q3 2018, worth a combined $754M — up 16% from $651M a quarter earlier.
Fund positioning in VPU was balanced in Q3 2018: 19 funds opened new positions, 19 closed out, 68 added to existing stakes and 65 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $39.3M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $13.2M sold.
- 218 institutional investors held Vanguard Utilities ETF (VPU) as of Q3 2018, down from 220 in Q2 2018.
- Funds reported $754M of Vanguard Utilities ETF stock for Q3 2018, up 16% quarter-over-quarter.
- 19 funds opened new Vanguard Utilities ETF positions in Q3 2018 and 19 closed out, a net change of 0 holders.
- The largest Vanguard Utilities ETF buyer in Q3 2018 was Beacon Capital Management Inc (Ohio), an estimated $39.3M added.
- The largest Vanguard Utilities ETF seller in Q3 2018 was Lazard Asset Management, an estimated $13.2M sold.
Based on aggregated 13F filings for Q3 2018.