Vanguard Short-Term Bond ETF
554 hedge funds and large institutions have $11.3B invested in Vanguard Short-Term Bond ETF in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 220 increasing their positions, 175 reducing their positions, and 40 closing their positions.
135% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 40
26% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 175
19% more funds holding in top 10
Funds holding in top 10: 63 → 75 (+12)
9% more funds holding
Funds holding: 507 → 554 (+47)
6% more capital invested
Capital invested by funds: $10.7B → $11.3B (+$605M)
1.2% more ownership
Funds ownership: 56.48% → 57.67% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$370M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$191M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$116M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$96.1M |
| 5 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$81.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$400M |
| 2 |
JP Morgan Chase
New York
|
-$58.9M |
| 3 |
AP
Agilis Partners
Waltham,
Massachusetts
|
-$38.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$34.1M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
-$21.4M |
BSV Hedge Fund Activity: Q4 2016 in Review
554 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2016, worth a combined $11.3B — up 5.7% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new BSV positions and 40 closed out — a net gain of 54 holders — while 220 added to existing stakes and 175 trimmed.
The largest buyer was Catalyst Capital Advisors, opening a new position worth an estimated $370M. The largest seller was Bank of America, cutting an estimated $400M.
- 554 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2016, up from 507 in Q3 2016.
- Funds reported $11.3B of Vanguard Short-Term Bond ETF stock for Q4 2016, up 5.7% quarter-over-quarter.
- 94 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2016 and 40 closed out, a net change of +54 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q4 2016 was Catalyst Capital Advisors, an estimated $370M added.
- The largest Vanguard Short-Term Bond ETF seller in Q4 2016 was Bank of America, an estimated $400M sold.
Based on aggregated 13F filings for Q4 2016.