Vanguard Long-Term Bond ETF
154 hedge funds and large institutions have $1.23B invested in Vanguard Long-Term Bond ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 31 reducing their positions, and 18 closing their positions.
123% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 31
120% more call options, than puts
Call options by funds: $500K | Put options by funds: $227K
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
5% more funds holding
Funds holding: 146 → 154 (+8)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.43% less ownership
Funds ownership: 58.72% → 57.29% (-1.4%)
13% less capital invested
Capital invested by funds: $1.41B → $1.23B (-$181M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$42.4M |
| 2 |
Jane Street
New York
|
+$16.3M |
| 3 |
Bank of New York Mellon
New York
|
+$5.85M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.7M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$52.2M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$43.9M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$12.7M |
| 4 |
BWM
Brickley Wealth Management
San Mateo,
California
|
-$10.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.4M |
BLV Hedge Fund Activity: Q1 2018 in Review
154 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2018, worth a combined $1.23B — down 13% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BLV positions and 18 closed out — a net gain of 11 holders — while 69 added to existing stakes and 31 trimmed.
The largest buyer was LPL Financial, adding an estimated $42.4M. The largest seller was Envestnet Asset Management, cutting an estimated $52.2M.
- 154 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2018, up from 146 in Q4 2017.
- Funds reported $1.23B of Vanguard Long-Term Bond ETF stock for Q1 2018, down 13% quarter-over-quarter.
- 29 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2018 and 18 closed out, a net change of +11 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q1 2018 was LPL Financial, an estimated $42.4M added.
- The largest Vanguard Long-Term Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $52.2M sold.
Based on aggregated 13F filings for Q1 2018.