Vanguard Long-Term Bond ETF
250 hedge funds and large institutions have $2.49B invested in Vanguard Long-Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 38 closing their positions.
90% more call options, than puts
Call options by funds: $2.25M | Put options by funds: $1.18M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
5% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 92
1.18% less ownership
Funds ownership: 62.93% → 61.75% (-1.2%)
3% less funds holding
Funds holding: 257 → 250 (-7)
9% less capital invested
Capital invested by funds: $2.72B → $2.49B (-$233M)
11% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$29.2M |
| 2 |
Morgan Stanley
New York
|
+$20M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$12.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.5M |
| 5 |
SW
Signify Wealth
Saint Louis,
Missouri
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$21.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$9.63M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$6.64M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAAS
276
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$5K | -63 | Closed |
|
|
VRM
277
Vectors Research Management
New York
| – | -$5K | -59 | Closed |
|
|
HFS
278
Heritage Financial Services
Westwood,
Massachusetts
| – | -$3K | -39 | Closed |
|
|
JFA
279
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$3K | -35 | Closed |
|
|
RG
280
Retirement Group
San Diego,
California
| – | -$3K | -35 | Closed |
|
|
AIA
281
Arcadia Investment Advisors
Eagle,
Idaho
| – | -$2.39K | -30 | Closed |
|
|
PFS
282
Prospera Financial Services
Dallas,
Texas
| – | -$2K | -30 | Closed |
|
|
HI
283
Hoey Investments
Coatesville,
Pennsylvania
| – | -$2K | -22 | Closed |
|
|
BEI
284
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$1K | -18 | Closed |
|
|
SSG
285
Summit Securities Group
New York
| – | -$1K | -9 | Closed |
|
286
Simplex Trading
Chicago,
Illinois
| – | +$237 | +3 | New |
|
BLV Hedge Fund Activity: Q3 2022 in Review
250 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2022, worth a combined $2.49B — down 8.6% from $2.72B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of BLV and 34 opened new positions — a net loss of 4 holders — while 92 trimmed existing stakes and 87 added.
The largest buyer was Karpus Investment Management, adding an estimated $29.2M. The largest seller was Westwood Holdings Group, cutting an estimated $21.3M.
- 250 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2022, down from 257 in Q2 2022.
- Funds reported $2.49B of Vanguard Long-Term Bond ETF stock for Q3 2022, down 8.6% quarter-over-quarter.
- 34 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2022 and 38 closed out, a net change of -4 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q3 2022 was Karpus Investment Management, an estimated $29.2M added.
- The largest Vanguard Long-Term Bond ETF seller in Q3 2022 was Westwood Holdings Group, an estimated $21.3M sold.
Based on aggregated 13F filings for Q3 2022.