Vanguard Long-Term Bond ETF
62 hedge funds and large institutions have $271M invested in Vanguard Long-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 11 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
17% more capital invested
Capital invested by funds: $232M → $271M (+$38.9M)
0.7% less ownership
Funds ownership: 47.39% → 46.69% (-0.7%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 63 → 62 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$10.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.75M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$2.71M |
| 4 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
+$2.62M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$3.08M |
| 2 |
Goldman Sachs
New York
|
-$2.85M |
| 3 |
Jane Street
New York
|
-$2.04M |
| 4 |
AssetMark Inc
Concord,
California
|
-$1.91M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.63M |
BLV Hedge Fund Activity: Q1 2014 in Review
62 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2014, worth a combined $271M — up 17% from $232M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BLV and 10 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 24 added.
The largest buyer was Stadion Money Management, adding an estimated $10.6M. The largest seller was Saba Capital Management, exiting entirely with an estimated $3.08M sold.
- 62 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2014, down from 63 in Q4 2013.
- Funds reported $271M of Vanguard Long-Term Bond ETF stock for Q1 2014, up 17% quarter-over-quarter.
- 10 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2014 and 11 closed out, a net change of -1 holder.
- The largest Vanguard Long-Term Bond ETF buyer in Q1 2014 was Stadion Money Management, an estimated $10.6M added.
- The largest Vanguard Long-Term Bond ETF seller in Q1 2014 was Saba Capital Management, an estimated $3.08M sold.
Based on aggregated 13F filings for Q1 2014.