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Vanguard Long-Term Bond ETF

218 hedge funds and large institutions have $3.13B invested in Vanguard Long-Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

611% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $380K

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

38% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 65

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $2.71B → $3.13B (+$421M)

2.81% more ownership

Funds ownership: 58.3%61.11% (+2.8%)

2% more funds holding

Funds holding: 214218 (+4)

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
4.47%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
30
Increased
90
Reduced
65
Closed
24
Calls
$2.7M
Puts
$380K
Net Calls
+$2.32M
Net Calls Change
+$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$2.12M -$255K -2,338 -11%
WLIM
77
White Lighthouse Investment Management
Massachusetts
$2.11M -$180K -1,651 -8%
CF
78
Centaurus Financial
California
$2.03M +$391K +3,579 +25%
SAS
79
Sage Advisory Services
Texas
$2M -$35.8K -328 -2%
BOH
80
Bank of Hawaii
Hawaii
$1.9M +$119K +1,089 +7%
OWA
81
Outlook Wealth Advisors
Texas
$1.78M +$590K +5,404 +51%
MCM
82
Maryland Capital Management
Maryland
$1.76M +$97.2K +890 +6%
SAM
83
Secure Asset Management
Michigan
$1.73M +$1.15M +10,530 +211%
M&T Bank
84
M&T Bank
New York
$1.73M -$1.2K -11 -0.1%
CCFM
85
Clear Creek Financial Management
Washington
$1.55M +$1.52M +13,910 New
GFPC
86
Global Financial Private Client
Florida
$1.52M +$1.49M +13,610 New
ACM
87
AlphaStar Capital Management
North Carolina
$1.45M +$164K +1,500 +13%
PFG
88
Pacific Financial Group
Washington
$1.43M -$40.9K -374 -3%
MW
89
Marcum Wealth
Ohio
$1.42M +$10.8K +99 +0.8%
Renaissance Technologies
90
Renaissance Technologies
New York
$1.41M +$698K +6,391 +103%
NL
91
NWAM LLC
Washington
$1.26M -$63.9K -585 -5%
PFM
92
Phillips Financial Management
Indiana
$1.26M -$28.8K -264 -2%
FAAS
93
First Allied Advisory Services
California
$1.12M -$666K -6,095 -38%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$1.12M
22CM
95
20/20 Capital Management
California
$1.09M +$257K +2,351 +34%
MAFM
96
Mid Atlantic Financial Management
Pennsylvania
$1.07M -$1.82M -16,682 -63%
BSAM
97
Blue Square Asset Management
New York
$1.06M +$1.04M +9,535 New
SWM
98
SigFig Wealth Management
California
$1.04M +$599K +5,486 +144%
CIA
99
Capital Investment Advisors
Georgia
$1.01M +$111K +1,019 +13%
5L
100
55I LLC
Massachusetts
$1.01M +$51.3K +470 +5%

BLV Hedge Fund Activity: Q2 2020 in Review

218 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2020, worth a combined $3.13B — up 16% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BLV positions and 24 closed out — a net gain of 6 holders — while 90 added to existing stakes and 65 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $108M. The largest seller was Citadel Advisors, cutting an estimated $81.5M.

  • 218 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2020, up from 214 in Q1 2020.
  • Funds reported $3.13B of Vanguard Long-Term Bond ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 30 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2020 and 24 closed out, a net change of +6 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2020 was Beacon Capital Management Inc (Ohio), an estimated $108M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $81.5M sold.

Based on aggregated 13F filings for Q2 2020.