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Vanguard Long-Term Bond ETF

269 hedge funds and large institutions have $4.22B invested in Vanguard Long-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 26

70% more capital invested

Capital invested by funds: $2.49B → $4.22B (+$1.73B)

8% more funds holding

Funds holding: 250269 (+19)

5% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 91

0.16% more ownership

Funds ownership: 61.75%61.9% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

54% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $2.48M

Holders
269
Holders Change
+19
Holders Change %
+7.6%
% of All Funds
4.32%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
49
Increased
96
Reduced
91
Closed
26
Calls
$1.15M
Puts
$2.48M
Net Calls
-$1.33M
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$1.63B +$9M +124,331 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$860M -$9.08M -125,441 -1%
Wells Fargo
3
Wells Fargo
California
$254M +$48.5M +669,318 +24%
LPL Financial
4
LPL Financial
California
$156M +$57.3M +791,889 +58%
LNC
5
Lincoln National Corp
Pennsylvania
$126M +$8.91M +123,138 +8%
Morgan Stanley
6
Morgan Stanley
New York
$108M +$20.3M +280,258 +23%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$96.9M +$3.49M +48,211 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$90.8M -$1.42M -19,632 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$83.8M -$498K -6,881 -0.6%
Goldman Sachs
10
Goldman Sachs
New York
$65.4M +$65.4M +903,413 New
MIS
11
Morningstar Investment Services
Illinois
$54.8M -$899K -12,415 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$47.2M +$1.55M +21,406 +3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$46.6M -$1.67M -23,130 -3%
Bank of America
14
Bank of America
North Carolina
$46.2M +$10.1M +140,136 +28%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$27.5M +$2.51M +34,641 +10%
AWS
16
Atria Wealth Solutions
New York
$26.3M +$8.8M +121,566 +50%
Principal Financial Group
17
Principal Financial Group
Iowa
$24M +$48.6K +672 +0.2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$23.7M -$306K -4,226 -1%
NI
19
NYL Investors
New York
$21.6M +$2.38M +32,900 +12%
CWA
20
Carolina Wealth Advisors
South Carolina
$19.9M +$19.9M +275,401 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$19.1M +$16.7M +230,046 +682%
UBS Group
22
UBS Group
Switzerland
$17.4M +$9.6M +132,559 +123%
MML Investors Services
23
MML Investors Services
Massachusetts
$14.5M +$339K +4,688 +2%
Ameriprise
24
Ameriprise
Minnesota
$14.3M -$76.7M -1,059,272 -84%
FA
25
FDx Advisors
Illinois
$12.5M -$286K -3,947 -2%

BLV Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q4 2022, worth a combined $4.22B — up 70% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BLV positions and 26 closed out — a net gain of 23 holders — while 96 added to existing stakes and 91 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $65.4M. The largest seller was Karpus Investment Management, cutting an estimated $131M.

  • 269 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q4 2022, up from 250 in Q3 2022.
  • Funds reported $4.22B of Vanguard Long-Term Bond ETF stock for Q4 2022, up 70% quarter-over-quarter.
  • 49 funds opened new Vanguard Long-Term Bond ETF positions in Q4 2022 and 26 closed out, a net change of +23 holders.
  • The largest Vanguard Long-Term Bond ETF buyer in Q4 2022 was Goldman Sachs, an estimated $65.4M added.
  • The largest Vanguard Long-Term Bond ETF seller in Q4 2022 was Karpus Investment Management, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2022.