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Vanguard Long-Term Bond ETF

170 hedge funds and large institutions have $2.02B invested in Vanguard Long-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

26% more capital invested

Capital invested by funds: $1.6B → $2.02B (+$410M)

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

0.43% more ownership

Funds ownership: 57.3%57.73% (+0.43%)

0% more funds holding

Funds holding: 170170 (0)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
170
Holders Change
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
28
Increased
73
Reduced
48
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
126
FinTrust Capital Advisors
South Carolina
$105K
ASN
127
Advisory Services Network
Georgia
$96K +$1.3K +14 +1%
AF
128
Advisornet Financial
Minnesota
$91K +$86.9K +936 New
APA
129
American Portfolios Advisors
New York
$86.9K -$24.2K -261 -23%
PCM
130
Penserra Capital Management
California
$85K +$81.4K +877 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$80K
JPLA
132
Joseph P. Lucia & Associates
New York
$61K -$5.25M -56,579 -99%
GWM
133
Geneos Wealth Management
Colorado
$55K +$1.86K +20 +4%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$47K -$117K -1,256 -72%
RIA
135
Realta Investment Advisors
Delaware
$36K +$25.9K +279 +294%
OAM
136
Oppenheimer Asset Management
New York
$35K -$40.3K -434 -55%
HNB
137
Huntington National Bank
Ohio
$32K
PA
138
Parallel Advisors
California
$30K
BRC
139
Bell Rock Capital
Delaware
$29K +$93 +1 +0.3%
RFA
140
Reilly Financial Advisors
California
$27K +$26K +280 New
BlackRock
141
BlackRock
New York
$25K +$13.9K +150 +146%
SFSG
142
Stearns Financial Services Group
North Carolina
$22K
William Blair & Company
143
William Blair & Company
Illinois
$17K +$93 +1 +0.6%
FBT
144
First Bank & Trust
South Dakota
$17K +$16.6K +179 New
FCMT
145
Founders Capital Management (Texas)
Texas
$15K
CAC
146
Certified Advisory Corp
Florida
$12K
LFG
147
LifePlan Financial Group
Ohio
$12K +$93 +1 +0.8%
SIM
148
Sonora Investment Management
Arizona
$12K +$11.6K +125 New
SCA
149
Stonebridge Capital Advisors
Minnesota
$10K +$9.28K +100 New
FWM
150
Focused Wealth Management
New York
$8K

BLV Hedge Fund Activity: Q2 2019 in Review

170 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q2 2019, worth a combined $2.02B — up 26% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BLV positions and 23 closed out — a net gain of 5 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Wells Fargo, adding an estimated $250M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $55.4M.

  • 170 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $2.02B of Vanguard Long-Term Bond ETF stock for Q2 2019, up 26% quarter-over-quarter.
  • 28 funds opened new Vanguard Long-Term Bond ETF positions in Q2 2019 and 23 closed out, a net change of +5 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q2 2019 was Wells Fargo, an estimated $250M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $55.4M sold.

Based on aggregated 13F filings for Q2 2019.