Vanguard Long-Term Bond ETF
65 hedge funds and large institutions have $391M invested in Vanguard Long-Term Bond ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 8 closing their positions.
121% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more capital invested
Capital invested by funds: $305M → $391M (+$85.9M)
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
3% more funds holding
Funds holding: 63 → 65 (+2)
0.45% more ownership
Funds ownership: 47.17% → 47.63% (+0.45%)
16% less call options, than puts
Call options by funds: $659K | Put options by funds: $785K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
+$41.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$15M |
| 3 |
State Street
Boston,
Massachusetts
|
+$10.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.33M |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$5.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$4.12M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.05M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$3.85M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.38M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
BLV Hedge Fund Activity: Q3 2014 in Review
65 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2014, worth a combined $391M — up 28% from $305M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BLV positions and 8 closed out — a net gain of 2 holders — while 31 added to existing stakes and 14 trimmed.
The largest buyer was Aegon USA Investment Management, adding an estimated $41.9M. The largest seller was Saba Capital Management, cutting an estimated $4.12M.
- 65 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2014, up from 63 in Q2 2014.
- Funds reported $391M of Vanguard Long-Term Bond ETF stock for Q3 2014, up 28% quarter-over-quarter.
- 10 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2014 and 8 closed out, a net change of +2 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q3 2014 was Aegon USA Investment Management, an estimated $41.9M added.
- The largest Vanguard Long-Term Bond ETF seller in Q3 2014 was Saba Capital Management, an estimated $4.12M sold.
Based on aggregated 13F filings for Q3 2014.