Vanguard Long-Term Bond ETF
280 hedge funds and large institutions have $3.27B invested in Vanguard Long-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 117 increasing their positions, 78 reducing their positions, and 32 closing their positions.
50% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 32
50% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 78
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
5.1% more ownership
Funds ownership: 61.9% → 67.01% (+5.1%)
4% more funds holding
Funds holding: 269 → 280 (+11)
23% less capital invested
Capital invested by funds: $4.22B → $3.27B (-$951M)
34% less call options, than puts
Call options by funds: $1.85M | Put options by funds: $2.81M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$374M |
| 2 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$61.8M |
| 3 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$41.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$28.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.63B |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$10.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.73M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$7.29M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$6.25M |
BLV Hedge Fund Activity: Q1 2023 in Review
280 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2023, worth a combined $3.27B — down 23% from $4.22B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new BLV positions and 32 closed out — a net gain of 16 holders — while 117 added to existing stakes and 78 trimmed.
The largest buyer was Wells Fargo, adding an estimated $374M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $1.63B sold.
- 280 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2023, up from 269 in Q4 2022.
- Funds reported $3.27B of Vanguard Long-Term Bond ETF stock for Q1 2023, down 23% quarter-over-quarter.
- 48 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2023 and 32 closed out, a net change of +16 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q1 2023 was Wells Fargo, an estimated $374M added.
- The largest Vanguard Long-Term Bond ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $1.63B sold.
Based on aggregated 13F filings for Q1 2023.