Vanguard Long-Term Bond ETF
143 hedge funds and large institutions have $1.28B invested in Vanguard Long-Term Bond ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 25 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 46
16% more call options, than puts
Call options by funds: $264K | Put options by funds: $227K
1.35% more ownership
Funds ownership: 57.29% → 58.64% (+1.4%)
4% more capital invested
Capital invested by funds: $1.23B → $1.28B (+$51M)
7% less funds holding
Funds holding: 154 → 143 (-11)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
Top Buyers
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$75.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.82M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.79M |
| 4 |
Bank of New York Mellon
New York
|
+$4.66M |
| 5 |
Morgan Stanley
New York
|
+$2.53M |
Top Sellers
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$22.6M |
| 2 |
Jane Street
New York
|
-$16.2M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$7.75M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$7.05M |
| 5 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$4.77M |
BLV Hedge Fund Activity: Q2 2018 in Review
143 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2018, worth a combined $1.28B — up 4.2% from $1.23B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of BLV and 17 opened new positions — a net loss of 8 holders — while 46 trimmed existing stakes and 58 added.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $75.5M. The largest seller was Karpus Investment Management, cutting an estimated $22.6M.
- 143 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2018, down from 154 in Q1 2018.
- Funds reported $1.28B of Vanguard Long-Term Bond ETF stock for Q2 2018, up 4.2% quarter-over-quarter.
- 17 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2018 and 25 closed out, a net change of -8 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q2 2018 was TD Ameritrade Investment Management, an estimated $75.5M added.
- The largest Vanguard Long-Term Bond ETF seller in Q2 2018 was Karpus Investment Management, an estimated $22.6M sold.
Based on aggregated 13F filings for Q2 2018.