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Vanguard Long-Term Bond ETF

211 hedge funds and large institutions have $2.89B invested in Vanguard Long-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 12

157% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 37

25% more capital invested

Capital invested by funds: $2.3B → $2.89B (+$583M)

23% more funds holding

Funds holding: 171211 (+40)

9.79% more ownership

Funds ownership: 58.39%68.17% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
211
Holders Change
+40
Holders Change %
+23.39%
% of All Funds
4.16%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
57
Increased
95
Reduced
37
Closed
12
Calls
$1.45M
Puts
Net Calls
+$1.45M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$3.49M +$368K +3,634 +12%
FAN
52
Financial Advisors Network
California
$3.43M +$146K +1,441 +4%
SAM
53
SignalPoint Asset Management
Missouri
$3.38M +$252K +2,483 +8%
SWG
54
Summit Wealth Group
Vermont
$3.2M +$3.23M +31,915 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$3.15M +$3.18M +31,419 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$2.94M -$1.24M -12,266 -30%
SAS
57
Sage Advisory Services
Texas
$2.87M +$1.12M +11,088 +63%
ECA
58
Elevated Capital Advisors
Utah
$2.8M +$2.83M +27,942 New
NP
59
NorthRock Partners
Minnesota
$2.76M -$6.62M -65,398 -70%
SIA
60
Soltis Investment Advisors
Utah
$2.75M +$2.78M +27,401 New
AWM
61
AE Wealth Management
Kansas
$2.68M +$790K +7,797 +41%
CB
62
Cadence Bank
Mississippi
$2.68M +$2.7M +26,700 New
MAFM
63
Mid Atlantic Financial Management
Pennsylvania
$2.65M +$442K +4,365 +20%
AWS
64
AJ Wealth Strategies
New York
$2.52M +$33.7K +333 +1%
GAM
65
Gould Asset Management
California
$2.5M +$129K +1,275 +5%
ACA
66
Ackerman Capital Advisors
Texas
$2.38M -$278K -2,749 -10%
SFA
67
Semmax Financial Advisors
North Carolina
$2.37M +$25.8K +255 +1%
OMC
68
Old Mission Capital
Illinois
$2.35M +$2.37M +23,398 New
SIA
69
Strategic Investment Advisors
Michigan
$2.23M +$181K +1,789 +9%
WS
70
Wela Strategies
Georgia
$2.2M +$108K +1,064 +5%
Citigroup
71
Citigroup
New York
$2.18M +$454K +4,484 +26%
FAAS
72
First Allied Advisory Services
California
$2.16M -$270K -2,661 -11%
FHC
73
First Heartland Consultants
Missouri
$2.15M +$36.3K +358 +2%
WLIM
74
White Lighthouse Investment Management
Massachusetts
$2.06M -$53.9K -532 -3%
ETS
75
ESL Trust Services
New York
$2.06M +$2.07M +20,485 New

BLV Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2019, worth a combined $2.89B — up 25% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BLV positions and 12 closed out — a net gain of 45 holders — while 95 added to existing stakes and 37 trimmed.

The largest buyer was M&T Bank, adding an estimated $418M. The largest seller was Jane Street, cutting an estimated $26.4M.

  • 211 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2019, up from 171 in Q3 2019.
  • Funds reported $2.89B of Vanguard Long-Term Bond ETF stock for Q4 2019, up 25% quarter-over-quarter.
  • 57 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2019 and 12 closed out, a net change of +45 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2019 was M&T Bank, an estimated $418M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2019 was Jane Street, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2019.