Vanguard Long-Term Bond ETF
299 hedge funds and large institutions have $3.38B invested in Vanguard Long-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 130 increasing their positions, 82 reducing their positions, and 46 closing their positions.
65% more call options, than puts
Call options by funds: $1.4M | Put options by funds: $852K
59% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 82
9% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 46
1.99% less ownership
Funds ownership: 66.33% → 64.33% (-2%)
2% less funds holding
Funds holding: 306 → 299 (-7)
13% less capital invested
Capital invested by funds: $3.87B → $3.38B (-$492M)
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$82.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$73.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$49.5M |
| 4 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$45.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$158M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$158M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$98.3M |
| 4 |
Morgan Stanley
New York
|
-$32.5M |
| 5 |
GFG
Greystone Financial Group
Bloomfield Hills,
Michigan
|
-$21.4M |
BLV Hedge Fund Activity: Q3 2023 in Review
299 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Bond ETF (BLV) for Q3 2023, worth a combined $3.38B — down 13% from $3.87B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of BLV and 42 opened new positions — a net loss of 4 holders — while 82 trimmed existing stakes and 130 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $82.9M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $158M sold.
- 299 institutional investors held Vanguard Long-Term Bond ETF (BLV) as of Q3 2023, down from 306 in Q2 2023.
- Funds reported $3.38B of Vanguard Long-Term Bond ETF stock for Q3 2023, down 13% quarter-over-quarter.
- 42 funds opened new Vanguard Long-Term Bond ETF positions in Q3 2023 and 46 closed out, a net change of -4 holders.
- The largest Vanguard Long-Term Bond ETF buyer in Q3 2023 was Charles Schwab, an estimated $82.9M added.
- The largest Vanguard Long-Term Bond ETF seller in Q3 2023 was Exchange Traded Concepts, an estimated $158M sold.
Based on aggregated 13F filings for Q3 2023.