Vanguard Long-Term Bond ETF
154 hedge funds and large institutions have $1.98B invested in Vanguard Long-Term Bond ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 31 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 2 → 8 (+6)
56% more capital invested
Capital invested by funds: $1.27B → $1.98B (+$711M)
26% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 31
15% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 46
14.51% more ownership
Funds ownership: 58.23% → 72.74% (+15%)
4% more funds holding
Funds holding: 148 → 154 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$483M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$184M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$15.3M |
| 4 |
VAM
Visionary Asset Management
Houston,
Texas
|
+$10.5M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$33.7M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$16.5M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$7.87M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$6.51M |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
-$5.19M |
BLV Hedge Fund Activity: Q4 2018 in Review
154 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2018, worth a combined $1.98B — up 56% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new BLV positions and 31 closed out — a net gain of 8 holders — while 53 added to existing stakes and 46 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $483M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $33.7M.
- 154 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2018, up from 148 in Q3 2018.
- Funds reported $1.98B of Vanguard Long-Term Bond ETF stock for Q4 2018, up 56% quarter-over-quarter.
- 39 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2018 and 31 closed out, a net change of +8 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $483M added.
- The largest Vanguard Long-Term Bond ETF seller in Q4 2018 was TD Ameritrade Investment Management, an estimated $33.7M sold.
Based on aggregated 13F filings for Q4 2018.