Vanguard Utilities ETF
319 hedge funds and large institutions have $965M invested in Vanguard Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 102 increasing their positions, 106 reducing their positions, and 47 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2% less capital invested
Capital invested by funds: $984M → $965M (-$19.1M)
4% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 106
1.62% less ownership
Funds ownership: 26.72% → 25.1% (-1.6%)
5% less funds holding
Funds holding: 335 → 319 (-16)
26% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 47
37% less call options, than puts
Call options by funds: $3.1M | Put options by funds: $4.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.5M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$11.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.81M |
| 5 |
NWS
Newport Wealth Strategies
Irvine,
California
|
+$4.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$14.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$14M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$12.3M |
| 5 |
Morgan Stanley
New York
|
-$7.63M |
VPU Hedge Fund Activity: Q2 2020 in Review
319 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2020, worth a combined $965M — down 1.9% from $984M a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of VPU and 35 opened new positions — a net loss of 12 holders — while 106 trimmed existing stakes and 102 added.
The largest buyer was Envestnet Asset Management, adding an estimated $20.5M. The largest seller was TIAA FSB, cutting an estimated $14.7M.
- 319 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2020, down from 335 in Q1 2020.
- Funds reported $965M of Vanguard Utilities ETF stock for Q2 2020, down 1.9% quarter-over-quarter.
- 35 funds opened new Vanguard Utilities ETF positions in Q2 2020 and 47 closed out, a net change of -12 holders.
- The largest Vanguard Utilities ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $20.5M added.
- The largest Vanguard Utilities ETF seller in Q2 2020 was TIAA FSB, an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2020.