Vanguard Long-Term Bond ETF
228 hedge funds and large institutions have $3.13B invested in Vanguard Long-Term Bond ETF in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 53 reducing their positions, and 26 closing their positions.
339% more call options, than puts
Call options by funds: $1.91M | Put options by funds: $436K
102% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 53
46% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 26
5% more funds holding
Funds holding: 218 → 228 (+10)
0% less capital invested
Capital invested by funds: $3.13B → $3.13B (-$276K)
1.47% less ownership
Funds ownership: 61.11% → 59.64% (-1.5%)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$66M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$41.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$18.8M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$17.6M |
| 5 |
Morgan Stanley
New York
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$69.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$34.7M |
| 3 |
Jane Street
New York
|
-$30.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$22.4M |
| 5 |
LPL Financial
San Diego,
California
|
-$16.3M |
BLV Hedge Fund Activity: Q3 2020 in Review
228 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2020, worth a combined $3.13B — down 0.01% from $3.13B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new BLV positions and 26 closed out — a net gain of 12 holders — while 107 added to existing stakes and 53 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $66M. The largest seller was Foundations Investment Advisors, cutting an estimated $69.3M.
- 228 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2020, up from 218 in Q2 2020.
- Funds reported $3.13B of Vanguard Long-Term Bond ETF stock for Q3 2020, down 0.01% quarter-over-quarter.
- 38 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2020 and 26 closed out, a net change of +12 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $66M added.
- The largest Vanguard Long-Term Bond ETF seller in Q3 2020 was Foundations Investment Advisors, an estimated $69.3M sold.
Based on aggregated 13F filings for Q3 2020.