Vanguard Utilities ETF
467 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 125 reducing their positions, and 38 closing their positions.
180% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $3.79M
42% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 38
34% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 125
3% more funds holding
Funds holding: 455 → 467 (+12)
8.75% less ownership
Funds ownership: 32.61% → 23.86% (-8.7%)
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
72% less capital inflows, than outflows
Capital inflows: $222M | Capital outflows: $802M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$58.1M |
| 2 |
Morgan Stanley
New York
|
+$29.1M |
| 3 |
Fifth Third Securities
Cincinnati,
Ohio
|
+$12.7M |
| 4 |
First National Corp
Rockland,
Massachusetts
|
+$11.6M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$290M |
| 2 |
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$225M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$72.9M |
| 4 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$58.4M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$28.6M |
VPU Hedge Fund Activity: Q2 2022 in Review
467 of the 5,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q2 2022, worth a combined $1.32B — down 34% from $2B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new VPU positions and 38 closed out — a net gain of 16 holders — while 168 added to existing stakes and 125 trimmed.
The largest buyer was Bank of America, adding an estimated $58.1M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $290M sold.
- 467 institutional investors held Vanguard Utilities ETF (VPU) as of Q2 2022, up from 455 in Q1 2022.
- Funds reported $1.32B of Vanguard Utilities ETF stock for Q2 2022, down 34% quarter-over-quarter.
- 54 funds opened new Vanguard Utilities ETF positions in Q2 2022 and 38 closed out, a net change of +16 holders.
- The largest Vanguard Utilities ETF buyer in Q2 2022 was Bank of America, an estimated $58.1M added.
- The largest Vanguard Utilities ETF seller in Q2 2022 was Exchange Traded Concepts, an estimated $290M sold.
Based on aggregated 13F filings for Q2 2022.