Vanguard Utilities ETF
294 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 96 increasing their positions, 74 reducing their positions, and 25 closing their positions.
119% more call options, than puts
Call options by funds: $5.86M | Put options by funds: $2.67M
36% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 25
30% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 74
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
19% more capital invested
Capital invested by funds: $1.02B → $1.21B (+$191M)
3% more funds holding
Funds holding: 286 → 294 (+8)
0.89% more ownership
Funds ownership: 26.83% → 27.72% (+0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$26.2M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$15.4M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.71M |
| 5 |
Morgan Stanley
New York
|
+$8.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.5M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$9.15M |
| 3 |
UFF
USA Financial Formulas
Ada,
Michigan
|
-$7.02M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$5.84M |
| 5 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$3.83M |
VPU Hedge Fund Activity: Q3 2019 in Review
294 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q3 2019, worth a combined $1.21B — up 19% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new VPU positions and 25 closed out — a net gain of 9 holders — while 96 added to existing stakes and 74 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $26.2M. The largest seller was Bank of America, cutting an estimated $17.5M.
- 294 institutional investors held Vanguard Utilities ETF (VPU) as of Q3 2019, up from 286 in Q2 2019.
- Funds reported $1.21B of Vanguard Utilities ETF stock for Q3 2019, up 19% quarter-over-quarter.
- 34 funds opened new Vanguard Utilities ETF positions in Q3 2019 and 25 closed out, a net change of +9 holders.
- The largest Vanguard Utilities ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $26.2M added.
- The largest Vanguard Utilities ETF seller in Q3 2019 was Bank of America, an estimated $17.5M sold.
Based on aggregated 13F filings for Q3 2019.