Vanguard Long-Term Bond ETF
269 hedge funds and large institutions have $4.22B invested in Vanguard Long-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 91 reducing their positions, and 26 closing their positions.
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
70% more capital invested
Capital invested by funds: $2.49B → $4.22B (+$1.73B)
8% more funds holding
Funds holding: 250 → 269 (+19)
5% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 91
0.16% more ownership
Funds ownership: 61.75% → 61.9% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
54% less call options, than puts
Call options by funds: $1.15M | Put options by funds: $2.48M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$65.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$57.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$48.5M |
| 4 |
Morgan Stanley
New York
|
+$20.3M |
| 5 |
CWA
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$131M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$76.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.08M |
| 4 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
-$4.6M |
| 5 |
SWIG
Strategic Wealth Investment Group
Louisville,
Kentucky
|
-$3.98M |
BLV Hedge Fund Activity: Q4 2022 in Review
269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2022, worth a combined $4.22B — up 70% from $2.49B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new BLV positions and 26 closed out — a net gain of 23 holders — while 96 added to existing stakes and 91 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $65.4M. The largest seller was Karpus Investment Management, cutting an estimated $131M.
- 269 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2022, up from 250 in Q3 2022.
- Funds reported $4.22B of Vanguard Long-Term Bond ETF stock for Q4 2022, up 70% quarter-over-quarter.
- 49 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2022 and 26 closed out, a net change of +23 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $65.4M added.
- The largest Vanguard Long-Term Bond ETF seller in Q4 2022 was Karpus Investment Management, an estimated $131M sold.
Based on aggregated 13F filings for Q4 2022.