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Vanguard Long-Term Bond ETF

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: 170170 (0)

33% less funds holding in top 10

Funds holding in top 10: 96 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$592M +$26.4M +284,772 +5%
Wells Fargo
2
Wells Fargo
California
$319M +$250M +2,690,503 +449%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$123M -$55.4M -596,909 -32%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$121M +$381K +4,109 +0.3%
Ameriprise
5
Ameriprise
Minnesota
$82.1M +$46.4M +499,943 +145%
LPL Financial
6
LPL Financial
California
$80.8M +$441K +4,750 +0.6%
AG
7
Advisor Group
Arizona
$60.5M -$19.1K -206 -0%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$56.3M +$7.4M +79,750 +16%
Jane Street
9
Jane Street
New York
$55.3M +$49.3M +531,236 +1,396%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$49.2M -$2.79M -30,058 -6%
LNC
11
Lincoln National Corp
Pennsylvania
$27.5M +$64.8K +698 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$27.3M +$3.67M +39,487 +16%
QI
13
QS Investors
New York
$26.8M -$8.51M -91,637 -25%
WHG
14
Westwood Holdings Group
Texas
$25.1M +$247K +2,660 +1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$24M +$8.42M +90,658 +58%
Morgan Stanley
16
Morgan Stanley
New York
$22.7M +$2.85M +30,689 +15%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$21M -$2M -21,498 -9%
Bank of America
18
Bank of America
North Carolina
$20.8M -$3.95M -42,578 -17%
RJA
19
Raymond James & Associates
Florida
$17.3M +$191K +2,059 +1%
BIA
20
Barry Investment Advisors
Massachusetts
$15.8M -$371K -3,996 -2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$14.9M +$898K +9,673 +7%
Citadel Advisors
22
Citadel Advisors
Florida
$12.8M +$12.2M +131,531 New
GFPC
23
Global Financial Private Capital
Florida
$11.1M +$319K +3,438 +3%
NI
24
NYL Investors
New York
$9.93M -$37.1K -400 -0.4%
UBS Group
25
UBS Group
Switzerland
$9.28M -$1.41M -15,164 -14%

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.