Vanguard Long-Term Bond ETF
279 hedge funds and large institutions have $3.27B invested in Vanguard Long-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 78 reducing their positions, and 32 closing their positions.
50% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 32
49% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 78
26% more capital invested
Capital invested by funds: $2.6B → $3.27B (+$676M)
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
4% more funds holding
Funds holding: 268 → 279 (+11)
3.04% more ownership
Funds ownership: 61.9% → 64.94% (+3%)
34% less call options, than puts
Call options by funds: $1.85M | Put options by funds: $2.81M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$374M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$28.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$26.2M |
| 4 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
+$19.2M |
| 5 |
CWM
CIBC World Markets
New York
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$10.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.73M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$7.29M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$6.25M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$5.46M |
BLV Hedge Fund Activity: Q1 2023 in Review
279 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q1 2023, worth a combined $3.27B — up 26% from $2.6B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new BLV positions and 32 closed out — a net gain of 16 holders — while 116 added to existing stakes and 78 trimmed.
The largest buyer was Wells Fargo, adding an estimated $374M. The largest seller was Kestra Advisory Services, cutting an estimated $10.9M.
- 279 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q1 2023, up from 268 in Q4 2022.
- Funds reported $3.27B of Vanguard Long-Term Bond ETF stock for Q1 2023, up 26% quarter-over-quarter.
- 48 funds opened new Vanguard Long-Term Bond ETF positions in Q1 2023 and 32 closed out, a net change of +16 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q1 2023 was Wells Fargo, an estimated $374M added.
- The largest Vanguard Long-Term Bond ETF seller in Q1 2023 was Kestra Advisory Services, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2023.