Vanguard Long-Term Bond ETF
63 hedge funds and large institutions have $232M invested in Vanguard Long-Term Bond ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
9% more funds holding
Funds holding: 58 → 63 (+5)
2.83% more ownership
Funds ownership: 44.56% → 47.39% (+2.8%)
5% less capital invested
Capital invested by funds: $244M → $232M (-$12.2M)
27% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 22
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $245K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Twele Capital Management
Minnetonka,
Minnesota
|
+$5.06M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$4.08M |
| 3 |
Goldman Sachs
New York
|
+$2.9M |
| 4 |
SCM
Saba Capital Management
New York
|
+$2.69M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
-$48.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.57M |
| 3 |
Morgan Stanley
New York
|
-$2.65M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
-$2.39M |
| 5 |
GAM
Gould Asset Management
Claremont,
California
|
-$2.16M |
BLV Hedge Fund Activity: Q4 2013 in Review
63 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2013, worth a combined $232M — down 5% from $244M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BLV positions and 10 closed out — a net gain of 5 holders — while 16 added to existing stakes and 22 trimmed.
The largest buyer was Twele Capital Management, opening a new position worth an estimated $5.06M. The largest seller was Aegon USA Investment Management, cutting an estimated $48.9M.
- 63 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2013, up from 58 in Q3 2013.
- Funds reported $232M of Vanguard Long-Term Bond ETF stock for Q4 2013, down 5% quarter-over-quarter.
- 15 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2013 and 10 closed out, a net change of +5 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q4 2013 was Twele Capital Management, an estimated $5.06M added.
- The largest Vanguard Long-Term Bond ETF seller in Q4 2013 was Aegon USA Investment Management, an estimated $48.9M sold.
Based on aggregated 13F filings for Q4 2013.