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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.

New
Increased
Maintained
Reduced
Closed

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: 250269 (+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: 88 (0)

54% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $2.48M

Holders
269
Holders Change
+19
Holders Change %
+7.6%
% of All Funds
4.32%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
49
Increased
96
Reduced
91
Closed
26
Calls
$1.15M
Puts
$2.48M
Net Calls
-$1.33M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$12M +$3.07M +42,365 +35%
BCM
27
Brookstone Capital Management
Illinois
$10.4M -$483K -6,671 -5%
Financial Engines Advisors
28
Financial Engines Advisors
California
$9.49M +$7.29M +100,762 +334%
OPS
29
Orion Portfolio Solutions
Nebraska
$8.94M -$112K -1,554 -1%
Betterment LLC
30
Betterment LLC
New York
$8.86M +$67.8K +936 +0.8%
CAN
31
Cetera Advisor Networks
California
$8.76M +$5.61M +77,521 +178%
CW
32
CreativeOne Wealth
Kansas
$8.71M +$1.14M +15,703 +15%
Stifel Financial
33
Stifel Financial
Missouri
$8.62M +$599K +8,278 +7%
HP
34
HT Partners
Connecticut
$7.67M +$6.79M +93,767 +773%
Truist Financial
35
Truist Financial
North Carolina
$7.06M +$1.54M +21,213 +28%
Prudential Financial
36
Prudential Financial
New Jersey
$7.05M +$286K +3,955 +4%
BRWA
37
B. Riley Wealth Advisors
Florida
$7.02M +$300K +4,149 +4%
BHWM
38
Bay Harbor Wealth Management
Maryland
$6.82M -$81.3K -1,123 -1%
SWM
39
SigFig Wealth Management
California
$6.31M -$52.9K -731 -1%
Jane Street
40
Jane Street
New York
$6.01M +$3.99M +55,055 +197%
EA
41
Evolution Advisers
Virginia
$5.82M +$272K +3,764 +5%
AI
42
Atria Investments
North Carolina
$5.54M -$394K -5,442 -7%
AWM
43
AE Wealth Management
Kansas
$5.36M -$542K -7,483 -9%
SWA
44
Safir Wealth Advisors
New Hampshire
$5.17M +$108K +1,495 +2%
JP Morgan Chase
45
JP Morgan Chase
New York
$5.09M +$254K +3,513 +5%
CI
46
Conning Inc
Connecticut
$5.07M +$5.07M +70,000 New
CFGS
47
Concourse Financial Group Securities
Alabama
$5.07M -$164K -2,268 -3%
SW
48
Signify Wealth
Missouri
$4.78M -$241K -3,331 -5%
CA
49
CoreCap Advisors
Michigan
$4.19M -$191K -2,640 -4%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$4.09M +$271K +3,743 +7%

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.