Vanguard Utilities ETF
376 hedge funds and large institutions have $1.21B invested in Vanguard Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 91 reducing their positions, and 33 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 91
38% more call options, than puts
Call options by funds: $3.95M | Put options by funds: $2.87M
33% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 33
2% more funds holding
Funds holding: 369 → 376 (+7)
3% more capital invested
Capital invested by funds: $1.18B → $1.21B (+$31M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.61% less ownership
Funds ownership: 25.68% → 25.07% (-0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$29.9M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$9.83M |
| 3 |
HF
HRT Financial
New York
|
+$5.43M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.95M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$4.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.4M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$14.1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.3M |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$9.18M |
| 5 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$3.81M |
VPU Hedge Fund Activity: Q2 2021 in Review
376 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2021, worth a combined $1.21B — up 2.6% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new VPU positions and 33 closed out — a net gain of 11 holders — while 146 added to existing stakes and 91 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $29.9M. The largest seller was Envestnet Asset Management, cutting an estimated $17.4M.
- 376 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2021, up from 369 in Q1 2021.
- Funds reported $1.21B of Vanguard Utilities ETF stock for Q2 2021, up 2.6% quarter-over-quarter.
- 44 funds opened new Vanguard Utilities ETF positions in Q2 2021 and 33 closed out, a net change of +11 holders.
- The largest Vanguard Utilities ETF buyer in Q2 2021 was CAPTRUST Financial Advisors, an estimated $29.9M added.
- The largest Vanguard Utilities ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $17.4M sold.
Based on aggregated 13F filings for Q2 2021.