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VPU

Vanguard Utilities ETF
VPU

455 hedge funds and large institutions have $2B invested in Vanguard Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

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)

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

43% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 121

32% more capital invested

Capital invested by funds: $1.52B → $2B (+$484M)

5.37% more ownership

Funds ownership: 27.3% → 32.68% (+5.4%)

5% more funds holding

Funds holding: 434 → 455 (+21)

Holders
455
Holders Change
+21
Holders Change %
+4.84%
% of All Funds
7.18%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
55
Increased
173
Reduced
121
Closed
31
Calls
$11.8M
Puts
$2.99M
Net Calls
+$8.76M
Net Calls Change
+$5.67M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$268M
2
Morgan Stanley
Morgan Stanley
New York
+$37.3M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$30.1M
4
Osaic Holdings
Osaic Holdings
Arizona
+$12.4M
5
I
INVST
Indiana
+$10.2M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$31.4M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$19M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$6.23M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
-$4.97M
5
PL
Polianta Ltd
Jersey
-$4.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
1
Exchange Traded Concepts
Oklahoma
$290M +$268M +1,775,530 +11,964%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$234M +$30.1M +199,104 +16%
Morgan Stanley
3
Morgan Stanley
New York
$128M +$37.3M +246,398 +45%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$106M +$6.29M +41,575 +7%
LPL Financial
5
LPL Financial
California
$76.2M +$3.69M +24,399 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$69.7M +$12.4M +81,797 +23%
Bank of America
7
Bank of America
North Carolina
$64.1M +$1.73M +11,454 +3%
AAS
8
Ameritas Advisory Services
Nebraska
$61.5M +$6.84M +45,231 +14%
PCA
9
Personal Capital Advisors
California
$47.9M +$877K +5,800 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$45.5M +$3.04M +20,087 +8%
UBS Group
11
UBS Group
Switzerland
$42.6M -$2.28M -15,057 -5%
Wells Fargo
12
Wells Fargo
California
$39.6M +$10M +66,396 +37%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$36.4M +$1.89M +12,520 +6%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$34.1M -$6.23M -41,175 -16%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$26.9M +$6.02M +39,790 +31%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$22.5M +$7M +46,317 +50%
DY
17
Dowling & Yahnke
California
$21M +$93.8K +620 +0.5%
PIMG
18
Patriot Investment Management Group
Tennessee
$20.5M +$973K +6,437 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$20M -$19M -125,951 -50%
Ameriprise
20
Ameriprise
Minnesota
$13.9M +$652K +4,315 +5%
RJA
21
Raymond James & Associates
Florida
$13.6M +$116K +770 +0.9%
FMLI
22
Fukoku Mutual Life Insurance
Japan
$12.5M – – –
AWS
23
Atria Wealth Solutions
New York
$12.4M +$11.6M +76,567 New
UI
24
Unconventional Investor
New Hampshire
$12.2M +$1.68M +11,100 +17%
PAG
25
Private Advisor Group
New Jersey
$11.8M +$3.95M +26,149 +56%
1
2 3 4 5

VPU Hedge Fund Activity: Q1 2022 in Review

455 of the 6,340 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: 55 funds opened new VPU positions and 31 closed out — a net gain of 24 holders — while 173 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.

  • 455 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.
  • 55 funds opened new Vanguard Utilities ETF positions in Q1 2022 and 31 closed out, a net change of +24 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.