Vanguard Long-Term Bond ETF
121 hedge funds and large institutions have $1.22B invested in Vanguard Long-Term Bond ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 15 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 36
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
7% more capital invested
Capital invested by funds: $1.14B → $1.22B (+$83.6M)
2% more funds holding
Funds holding: 119 → 121 (+2)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.42% less ownership
Funds ownership: 59.3% → 57.87% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$59.9M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$32.1M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$15.4M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$6.69M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$5.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$79.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$9.84M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.16M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$5.44M |
| 5 |
QI
QS Investors
New York
|
-$4.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
126
Moors & Cabot
Boston,
Massachusetts
| – | -$1.12M | -12,480 | Closed |
|
127
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$720K | -8,000 | Closed |
|
128
Citadel Advisors
Miami,
Florida
| – | -$569K | -6,315 | Closed |
|
|
IAA
129
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$554K | -6,137 | Closed |
|
|
OAM
130
Oxford Asset Management
Oxford,
United Kingdom
| – | -$393K | -4,365 | Closed |
|
131
KeyBank National Association
Cleveland,
Ohio
| – | -$229K | -2,544 | Closed |
|
|
MA
132
MUFG Americas
New York
| – | -$140K | -1,550 | Closed |
|
133
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$42K | -470 | Closed |
|
|
CG
134
Cutler Group
San Francisco,
California
| – | -$18K | -200 | Closed |
|
135
SEI Investments
Oaks,
Pennsylvania
| – | -$2K | -22 | Closed |
|
BLV Hedge Fund Activity: Q2 2017 in Review
121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2017, worth a combined $1.22B — up 7.3% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BLV positions and 15 closed out — a net gain of 4 holders — while 53 added to existing stakes and 36 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $59.9M. The largest seller was MML Investors Services, cutting an estimated $79.6M.
- 121 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2017, up from 119 in Q1 2017.
- Funds reported $1.22B of Vanguard Long-Term Bond ETF stock for Q2 2017, up 7.3% quarter-over-quarter.
- 19 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2017 and 15 closed out, a net change of +4 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $59.9M added.
- The largest Vanguard Long-Term Bond ETF seller in Q2 2017 was MML Investors Services, an estimated $79.6M sold.
Based on aggregated 13F filings for Q2 2017.