We are live on ! Find out more
VPU

Vanguard Utilities ETF

593 hedge funds and large institutions have $2.05B invested in Vanguard Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 225 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $4.35M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

58% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 142

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 551593 (+42)

1.43% more ownership

Funds ownership: 30.37%31.8% (+1.4%)

1% more capital invested

Capital invested by funds: $2.03B → $2.05B (+$22.2M)

Holders
593
Holders Change
+42
Holders Change %
+7.62%
% of All Funds
7.81%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
97
Increased
225
Reduced
142
Closed
44
Calls
$13.9M
Puts
$4.35M
Net Calls
+$9.58M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$183M +$26.4M +154,285 +16%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$162M -$6.86M -40,077 -4%
Bank of America
3
Bank of America
North Carolina
$161M +$46.7M +272,625 +38%
LPL Financial
4
LPL Financial
California
$109M +$8.96M +52,348 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$98.5M -$11.7M -68,436 -10%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$92.3M +$3.74M +21,834 +4%
Empower Advisory Group
7
Empower Advisory Group
Colorado
$59.5M -$37.3K -218 -0.1%
UBS Group
8
UBS Group
Switzerland
$49.6M -$19.2M -111,974 -27%
Wells Fargo
9
Wells Fargo
California
$44.7M +$6.59M +38,478 +16%
Ameriprise
10
Ameriprise
Minnesota
$36.4M +$9.81M +57,298 +35%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$33.7M +$310K +1,809 +0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$33.6M +$1.75M +10,240 +5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$33.4M +$1.02M +5,971 +3%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$32.1M +$121K +706 +0.4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$26M +$1.02M +5,969 +4%
PCH
16
PGIM Custom Harvest
New Jersey
$25.7M +$2.96M +17,286 +12%
Raymond James Financial
17
Raymond James Financial
Florida
$24.7M +$25.8M +150,893 New
Osaic Holdings
18
Osaic Holdings
Arizona
$22.6M +$1.47M +8,563 +7%
AIA
19
Allied Investment Advisors
Montana
$21.5M -$165K -966 -0.7%
LJAC
20
L.J. Altfest & Co
New York
$19.1M +$286K +1,674 +1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$18.9M -$7.29M -42,594 -27%
Corient Private Wealth
22
Corient Private Wealth
Florida
$18.8M -$790K -4,618 -4%
Two Sigma Investments
23
Two Sigma Investments
New York
$17.5M +$18.3M +107,100 New
AWS
24
Atria Wealth Solutions
New York
$16.2M +$987K +5,765 +6%
PIMG
25
Patriot Investment Management Group
Tennessee
$15.9M -$484K -2,828 -3%