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Vanguard Long-Term Bond ETF
BLV

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: 170 → 170 (0)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$250M
2
Jane Street
Jane Street
New York
+$49.3M
3
Ameriprise
Ameriprise
Minnesota
+$46.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$55.4M
2
CFG
CMC Financial Group
Georgia
-$13.6M
3
MIM
Morningstar Investment Management
Illinois
-$12.5M
4
QI
QS Investors
New York
-$8.51M
5
KL
KWMG LLC
Kansas
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
176
Hobart Private Capital
North Carolina
– -$1.25M -13,573 Closed
TSS
177
Two Sigma Securities
New York
– -$459K -4,982 Closed
Goldman Sachs
178
Goldman Sachs
New York
– -$387K -4,200 Closed
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
– -$248 -3,183 Closed
AAS
180
Avantax Advisory Services
Texas
– -$210K -2,282 Closed
MA
181
Mutual Advisors
Nebraska
– -$205K -2,221 Closed
CA
182
Cetera Advisors
Colorado
– -$85K -930 Closed
VRM
183
Vectors Research Management
New York
– -$20K -216 Closed
FWM
184
Foresight Wealth Management
Utah
– -$6K -67 Closed
CFA
185
Carroll Financial Associates
North Carolina
– -$4K -48 Closed
CIM
186
Contravisory Investment Management
Massachusetts
– -$4K -46 Closed
RCA
187
Rowland Carmichael Advisors
Arizona
– -$4K -41 Closed
CCM
188
Cribstone Capital Management
Maine
– -$3K -35 Closed
LA
189
Legacy Advisors
Pennsylvania
– -$1K -14 Closed
RCAG
190
Rehmann Capital Advisory Group
Michigan
– -$892 -10 Closed
SF
191
Synovus Financial
Georgia
– -$1K -10 Closed
PCMK
192
Paragon Capital Management (Kansas)
Kansas
– -$1K -6 Closed
VFA
193
Valeo Financial Advisors
Indiana
– +$186 +2 New
4 5 6 7
8

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.