Vanguard Utilities ETF
335 hedge funds and large institutions have $984M invested in Vanguard Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 42 closing their positions.
119% more call options, than puts
Call options by funds: $3.74M | Put options by funds: $1.71M
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
0% more ownership
Funds ownership: 26.72% → 26.72% (+0%)
2% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 42
4% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 110
1% less funds holding
Funds holding: 339 → 335 (-4)
17% less capital invested
Capital invested by funds: $1.18B → $984M (-$197M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$25.1M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$18M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$17.8M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$14.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$80.9M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$31.4M |
| 3 |
JP Morgan Chase
New York
|
-$14.4M |
| 4 |
BCP
Berkeley Capital Partners
Milton,
Georgia
|
-$7.91M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.72M |
VPU Hedge Fund Activity: Q1 2020 in Review
335 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2020, worth a combined $984M — down 17% from $1.18B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of VPU and 41 opened new positions — a net loss of 1 holder — while 110 trimmed existing stakes and 106 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $25.1M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $80.9M.
- 335 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2020, down from 339 in Q4 2019.
- Funds reported $984M of Vanguard Utilities ETF stock for Q1 2020, down 17% quarter-over-quarter.
- 41 funds opened new Vanguard Utilities ETF positions in Q1 2020 and 42 closed out, a net change of -1 holder.
- The largest Vanguard Utilities ETF buyer in Q1 2020 was Northwestern Mutual Wealth Management, an estimated $25.1M added.
- The largest Vanguard Utilities ETF seller in Q1 2020 was Beacon Capital Management Inc (Ohio), an estimated $80.9M sold.
Based on aggregated 13F filings for Q1 2020.