Vanguard Utilities ETF
454 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 121 reducing their positions, and 31 closing their positions.
293% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $2.99M
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
74% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 31
42% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 121
32% more capital invested
Capital invested by funds: $1.52B → $2B (+$483M)
5.31% more ownership
Funds ownership: 27.3% → 32.61% (+5.3%)
5% more funds holding
Funds holding: 434 → 454 (+20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$268M |
| 2 |
Morgan Stanley
New York
|
+$37.3M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$30.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.4M |
| 5 |
I
INVST
Indianapolis,
Indiana
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$31.4M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$19M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$6.23M |
| 4 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
-$4.97M |
| 5 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$4.32M |
VPU Hedge Fund Activity: Q1 2022 in Review
454 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2022, worth a combined $2B — up 32% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new VPU positions and 31 closed out — a net gain of 23 holders — while 172 added to existing stakes and 121 trimmed.
The largest buyer was Exchange Traded Concepts, adding an estimated $268M. The largest seller was Prudential Financial, cutting an estimated $31.4M.
- 454 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2022, up from 434 in Q4 2021.
- Funds reported $2B of Vanguard Utilities ETF stock for Q1 2022, up 32% quarter-over-quarter.
- 54 funds opened new Vanguard Utilities ETF positions in Q1 2022 and 31 closed out, a net change of +23 holders.
- The largest Vanguard Utilities ETF buyer in Q1 2022 was Exchange Traded Concepts, an estimated $268M added.
- The largest Vanguard Utilities ETF seller in Q1 2022 was Prudential Financial, an estimated $31.4M sold.
Based on aggregated 13F filings for Q1 2022.