Vanguard Utilities ETF
595 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.
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: 11 → 12 (+1)
8% more funds holding
Funds holding: 553 → 595 (+42)
1.43% more ownership
Funds ownership: 30.38% → 31.8% (+1.4%)
1% more capital invested
Capital invested by funds: $2.03B → $2.05B (+$21.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$46.7M |
| 2 |
Morgan Stanley
New York
|
+$26.4M |
| 3 |
Two Sigma Investments
New York
|
+$18.3M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$12.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$19.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.7M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$7.95M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.29M |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$6.86M |
VPU Hedge Fund Activity: Q4 2024 in Review
595 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Vanguard Utilities ETF (VPU) for Q4 2024, worth a combined $2.05B — up 1% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new VPU positions and 44 closed out — a net gain of 53 holders — while 225 added to existing stakes and 142 trimmed.
The largest buyer was Bank of America, adding an estimated $46.7M. The largest seller was UBS Group, cutting an estimated $19.2M.
- 595 institutional investors held Vanguard Utilities ETF (VPU) as of Q4 2024, up from 553 in Q3 2024.
- Funds reported $2.05B of Vanguard Utilities ETF stock for Q4 2024, up 1% quarter-over-quarter.
- 97 funds opened new Vanguard Utilities ETF positions in Q4 2024 and 44 closed out, a net change of +53 holders.
- The largest Vanguard Utilities ETF buyer in Q4 2024 was Bank of America, an estimated $46.7M added.
- The largest Vanguard Utilities ETF seller in Q4 2024 was UBS Group, an estimated $19.2M sold.
Based on aggregated 13F filings for Q4 2024.