Vanguard Long-Term Bond ETF
170 hedge funds and large institutions have $1.6B invested in Vanguard Long-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 11 closing their positions.
164% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 11
37% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 52
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more funds holding
Funds holding: 154 → 170 (+16)
15.44% less ownership
Funds ownership: 72.74% → 57.3% (-15%)
19% less capital invested
Capital invested by funds: $1.98B → $1.6B (-$372M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$15.6M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$13.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.6M |
| 5 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$5.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$397M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$99.8M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$14.6M |
| 4 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$13.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$10.8M |
BLV Hedge Fund Activity: Q1 2019 in Review
170 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2019, worth a combined $1.6B — down 19% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BLV positions and 11 closed out — a net gain of 18 holders — while 71 added to existing stakes and 52 trimmed.
The largest buyer was Ameriprise, adding an estimated $18.4M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $397M.
- 170 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2019, up from 154 in Q4 2018.
- Funds reported $1.6B of Vanguard Long-Term Bond ETF stock for Q1 2019, down 19% quarter-over-quarter.
- 29 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2019 and 11 closed out, a net change of +18 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q1 2019 was Ameriprise, an estimated $18.4M added.
- The largest Vanguard Long-Term Bond ETF seller in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $397M sold.
Based on aggregated 13F filings for Q1 2019.