Vanguard Utilities ETF
499 hedge funds and large institutions have $1.32B invested in Vanguard Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 146 increasing their positions, 184 reducing their positions, and 58 closing their positions.
129% more call options, than puts
Call options by funds: $7.23M | Put options by funds: $3.15M
41% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 58
4% more funds holding
Funds holding: 482 → 499 (+17)
3.81% less ownership
Funds ownership: 31.26% → 27.45% (-3.8%)
11% less capital invested
Capital invested by funds: $1.48B → $1.32B (-$170M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
21% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 184
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.74M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.65M |
| 5 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$5.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$143M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$64.8M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.2M |
| 4 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$21M |
| 5 |
HP
Hound Partners
New York
|
-$11.5M |
VPU Hedge Fund Activity: Q4 2023 in Review
499 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2023, worth a combined $1.32B — down 11% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new VPU positions and 58 closed out — a net gain of 24 holders — while 146 added to existing stakes and 184 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.1M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $143M.
- 499 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2023, up from 482 in Q3 2023.
- Funds reported $1.32B of Vanguard Utilities ETF stock for Q4 2023, down 11% quarter-over-quarter.
- 82 funds opened new Vanguard Utilities ETF positions in Q4 2023 and 58 closed out, a net change of +24 holders.
- The largest Vanguard Utilities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $25.1M added.
- The largest Vanguard Utilities ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $143M sold.
Based on aggregated 13F filings for Q4 2023.