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Vanguard Utilities ETF
VPU

Overview Fund Activity

270 hedge funds and large institutions have $1.1B invested in Vanguard Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 59 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+17
Holders Change %
+6.72%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
42
Increased
98
Reduced
59
Closed
22
Calls
$4.42M
Puts
$1.57M
Net Calls
+$2.85M
Net Calls Change
+$1.35M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$129M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$28.2M
3
Bank of America
Bank of America
North Carolina
+$25.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.5M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.15M
2
TRCT
Tower Research Capital (TRC)
New York
-$7.37M
3
PL
Polianta Ltd
Jersey
-$6.68M
4
PFA
Pinnacle Family Advisors
Missouri
-$5.68M
5
Jane Street
Jane Street
New York
-$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$174M +$129M +998,709 +287%
FMI
2
Factory Mutual Insurance
Massachusetts
$131M +$321K +2,500 +0.2%
Bank of America
3
Bank of America
North Carolina
$89.7M +$25.9M +199,866 +41%
Morgan Stanley
4
Morgan Stanley
New York
$71M -$9.15M -70,577 -11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$57.9M +$21.5M +166,149 +59%
LPL Financial
6
LPL Financial
California
$46.2M +$10M +77,501 +28%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$28.4M +$28.2M +217,616 +17,867%
HIIFS
8
Harel Insurance Investments & Financial Services
Israel
$27.8M – – –
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$27.7M +$5.56M +42,891 +25%
Wells Fargo
10
Wells Fargo
California
$24M +$1.4M +10,773 +6%
Ameriprise
11
Ameriprise
Minnesota
$20.9M +$9.58M +73,893 +84%
PCA
12
Personal Capital Advisors
California
$18.8M +$1.49M +11,525 +9%
UBS Group
13
UBS Group
Switzerland
$17M +$3.61M +27,874 +27%
DY
14
Dowling & Yahnke
California
$15.6M +$376K +2,901 +2%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$15M +$1.41M +10,860 +10%
PIMG
16
Patriot Investment Management Group
Tennessee
$14.8M +$14.8M +113,979 New
FMLI
17
Fukoku Mutual Life Insurance
Japan
$9.98M – – –
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$9.37M -$41.5K -320 -0.4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.31M +$677K +5,227 +8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.81M +$3.14M +24,208 +55%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$7.96M +$217K +1,677 +3%
AG
22
Advisor Group
Arizona
$7.44M +$2.63M +20,247 +55%
CS
23
Comerica Securities
Michigan
$7.37M +$193K +1,490 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$7.36M +$379K +2,921 +5%
BCP
25
Berkeley Capital Partners
Georgia
$7.01M +$535K +4,132 +8%
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