Vanguard Utilities ETF
486 hedge funds and large institutions have $1.41B invested in Vanguard Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 161 increasing their positions, 158 reducing their positions, and 40 closing their positions.
348% more call options, than puts
Call options by funds: $9.59M | Put options by funds: $2.14M
8% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 40
2% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 158
0.33% less ownership
Funds ownership: 26.38% → 26.05% (-0.33%)
2% less funds holding
Funds holding: 497 → 486 (-11)
5% less capital invested
Capital invested by funds: $1.49B → $1.41B (-$80.8M)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$48.2M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$9.3M |
| 3 |
Cerity Partners
New York
|
+$7.28M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.55M |
| 5 |
PL
Polianta Ltd
St Helier,
Jersey
|
+$4.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$24.2M |
| 2 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$13M |
| 3 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$11.8M |
| 4 |
I
INVST
Indianapolis,
Indiana
|
-$10.3M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$9.93M |
VPU Hedge Fund Activity: Q1 2023 in Review
486 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q1 2023, worth a combined $1.41B — down 5.4% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new VPU positions and 40 closed out — a net gain of 3 holders — while 161 added to existing stakes and 158 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $48.2M. The largest seller was Morgan Stanley, cutting an estimated $24.2M.
- 486 institutional investors held Vanguard Utilities ETF (VPU) as of Q1 2023, down from 497 in Q4 2022.
- Funds reported $1.41B of Vanguard Utilities ETF stock for Q1 2023, down 5.4% quarter-over-quarter.
- 43 funds opened new Vanguard Utilities ETF positions in Q1 2023 and 40 closed out, a net change of +3 holders.
- The largest Vanguard Utilities ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $48.2M added.
- The largest Vanguard Utilities ETF seller in Q1 2023 was Morgan Stanley, an estimated $24.2M sold.
Based on aggregated 13F filings for Q1 2023.