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Vanguard Long-Term Bond ETF

170 hedge funds and large institutions have $2.02B invested in Vanguard Long-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

26% more capital invested

Capital invested by funds: $1.6B → $2.02B (+$410M)

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0.43% more ownership

Funds ownership: 57.3%57.73% (+0.43%)

0% more funds holding

Funds holding: 170170 (0)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
170
Holders Change
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
28
Increased
73
Reduced
48
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
26
HT Partners
Connecticut
$8.78M +$5.48K +59 +0.1%
OMC
27
Old Mission Capital
Illinois
$7.98M +$7.63M +82,207 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$7.41M +$4.32M +46,493 +156%
CCP
29
Cardan Capital Partners
Colorado
$6.88M +$92.9K +1,001 +1%
PI
30
PFS Investments
Georgia
$6.38M -$1.81M -19,452 -23%
FIM
31
Freedom Investment Management
Connecticut
$6.13M -$82.7K -891 -1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$6.06M +$4.23M +45,592 +271%
BRWA
33
B. Riley Wealth Advisors
Florida
$5.84M +$501K +5,398 +10%
KIM
34
Karpus Investment Management
New York
$5.56M +$1.32M +14,225 +33%
FAAS
35
First Allied Advisory Services
California
$5.18M +$3.47M +37,419 +234%
CFGS
36
Concourse Financial Group Securities
Alabama
$4.91M -$237K -2,550 -5%
BHWM
37
Bay Harbor Wealth Management
Maryland
$4.55M +$216K +2,325 +5%
AI
38
Atria Investments
North Carolina
$4.49M +$55.1K +594 +1%
NFG
39
Next Financial Group
Texas
$4.39M +$855K +9,205 +26%
VCM
40
Violich Capital Management
California
$4.3M +$149K +1,600 +4%
MML Investors Services
41
MML Investors Services
Massachusetts
$3.92M +$397K +4,272 +12%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$3.64M -$109K -1,177 -3%
CW
43
CreativeOne Wealth
Kansas
$3.56M +$336K +3,617 +11%
SAM
44
SignalPoint Asset Management
Missouri
$3.41M +$34.3K +369 +1%
HI
45
Human Investing
Oregon
$3.36M +$183K +1,971 +6%
FAN
46
Financial Advisors Network
California
$3.28M -$29.5K -318 -1%
GAM
47
Gould Asset Management
California
$3.1M -$801K -8,625 -21%
MIS
48
Morningstar Investment Services
Illinois
$2.99M -$190K -2,050 -6%
JP Morgan Chase
49
JP Morgan Chase
New York
$2.93M +$49.9K +537 +2%
SB
50
Suntrust Banks
Georgia
$2.83M -$39.6K -427 -1%

BLV Hedge Fund Activity: Q2 2019 in Review

170 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2019, worth a combined $2.02B — up 26% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BLV positions and 23 closed out — a net gain of 5 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $55.4M.

  • 170 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $2.02B of Vanguard Long-Term Bond ETF stock for Q2 2019, up 26% quarter-over-quarter.
  • 28 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2019 and 23 closed out, a net change of +5 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2019 was Wells Fargo, an estimated $250M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $55.4M sold.

Based on aggregated 13F filings for Q2 2019.