Vanguard Utilities ETF
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.
182% more call options, than puts
Call options by funds: $4.42M | Put options by funds: $1.57M
91% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 22
66% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 59
46% more capital invested
Capital invested by funds: $755M → $1.1B (+$345M)
7% more funds holding
Funds holding: 253 → 270 (+17)
4.65% more ownership
Funds ownership: 26.01% → 30.66% (+4.7%)
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$124M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$27M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$24.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$9.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.75M |
| 2 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$6.68M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6.4M |
| 4 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$5.68M |
| 5 |
Jane Street
New York
|
-$5.32M |
VPU Hedge Fund Activity: Q1 2019 in Review
270 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2019, worth a combined $1.1B — up 46% from $755M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VPU positions and 22 closed out — a net gain of 20 holders — while 98 added to existing stakes and 59 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $124M. The largest seller was Morgan Stanley, cutting an estimated $8.75M.
- 270 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2019, up from 253 in Q4 2018.
- Funds reported $1.1B of Vanguard Utilities ETF stock for Q1 2019, up 46% quarter-over-quarter.
- 42 funds opened new Vanguard Utilities ETF positions in Q1 2019 and 22 closed out, a net change of +20 holders.
- The largest Vanguard Utilities ETF buyer in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $124M added.
- The largest Vanguard Utilities ETF seller in Q1 2019 was Morgan Stanley, an estimated $8.75M sold.
Based on aggregated 13F filings for Q1 2019.