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Vanguard Long-Term Bond ETF

171 hedge funds and large institutions have $2.3B invested in Vanguard Long-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 40

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more capital invested

Capital invested by funds: $2.02B → $2.3B (+$289M)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0.65% more ownership

Funds ownership: 57.73%58.39% (+0.65%)

1% more funds holding

Funds holding: 170171 (+1)

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
25
Increased
78
Reduced
40
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
101
Financial Gravity Asset Management
Texas
$459K -$75.8K -754 -14%
RPG
102
Resource Planning Group
Georgia
$452K +$100 +1 +0%
Creative Planning
103
Creative Planning
Kansas
$438K +$76.2K +758 +22%
CAN
104
Cetera Advisor Networks
California
$412K -$7.03K -70 -2%
SPC
105
Sigma Planning Corp
Michigan
$408K +$9.75K +97 +3%
MGIA
106
Moneta Group Investment Advisors
Missouri
$406K -$256K -2,547 -39%
WB
107
WesBanco Bank
West Virginia
$379K -$50.7K -505 -12%
BRWM
108
B. Riley Wealth Management
Tennessee
$378K -$28.9K -288 -7%
IWC
109
Integrated Wealth Concepts
Massachusetts
$373K +$38.6K +384 +12%
GJIC
110
Gamble Jones Investment Counsel
California
$370K
HR
111
Hayden Royal
North Carolina
$356K +$348K +3,464 New
SPIA
112
Steward Partners Investment Advisory
New York
$343K -$42.1K -419 -11%
KA
113
Kovack Advisors
Florida
$337K +$1K +10 +0.3%
TNB
114
TCF National Bank
South Dakota
$327K +$320K +3,183 New
OIA
115
Optimum Investment Advisors
Illinois
$325K +$8.14K +81 +3%
Verition Fund Management
116
Verition Fund Management
Connecticut
$324K -$690K -6,868 -69%
RT
117
Rockland Trust
Massachusetts
$321K -$23.6K -235 -7%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$286K +$24.7K +246 +10%
MA
119
Mutual Advisors
Nebraska
$273K +$267K +2,658 New
AFP
120
Ausdal Financial Partners
Iowa
$256K +$27.1K +270 +12%
APA
121
American Portfolios Advisors
New York
$251K +$156K +1,550 +173%
IWS
122
Insight Wealth Strategies
California
$233K +$228K +2,269 New
CBA
123
Coastal Bridge Advisors
Connecticut
$230K
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$227K +$93.8K +933 +73%
PP
125
Paloma Partners
Connecticut
$204K +$199K +1,985 New

BLV Hedge Fund Activity: Q3 2019 in Review

171 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2019, worth a combined $2.3B — up 14% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BLV positions and 23 closed out — a net gain of 2 holders — while 78 added to existing stakes and 40 trimmed.

The largest buyer was Ameriprise, adding an estimated $101M. The largest seller was Jane Street, cutting an estimated $22.2M.

  • 171 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2019, up from 170 in Q2 2019.
  • Funds reported $2.3B of Vanguard Long-Term Bond ETF stock for Q3 2019, up 14% quarter-over-quarter.
  • 25 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2019 and 23 closed out, a net change of +2 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q3 2019 was Ameriprise, an estimated $101M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q3 2019 was Jane Street, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2019.