Vanguard Short-Term Bond ETF
817 hedge funds and large institutions have $14.7B invested in Vanguard Short-Term Bond ETF in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 307 increasing their positions, 310 reducing their positions, and 71 closing their positions.
21% more funds holding in top 10
Funds holding in top 10: 75 → 91 (+16)
11% more capital invested
Capital invested by funds: $13.3B → $14.7B (+$1.45B)
3.59% more ownership
Funds ownership: 59.81% → 63.4% (+3.6%)
8% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 71
1% less repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 310
1% less funds holding
Funds holding: 828 → 817 (-11)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $320K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.16B |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$699M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$206M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$80.8M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$58.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$696M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$475M |
| 3 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$102M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$95.6M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$57.1M |
BSV Hedge Fund Activity: Q1 2020 in Review
817 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2020, worth a combined $14.7B — up 11% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new BSV positions and 71 closed out — a net gain of 6 holders — while 307 added to existing stakes and 310 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.16B. The largest seller was Bank of America, cutting an estimated $696M.
- 817 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2020, down from 828 in Q4 2019.
- Funds reported $14.7B of Vanguard Short-Term Bond ETF stock for Q1 2020, up 11% quarter-over-quarter.
- 77 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2020 and 71 closed out, a net change of +6 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q1 2020 was Morgan Stanley, an estimated $1.16B added.
- The largest Vanguard Short-Term Bond ETF seller in Q1 2020 was Bank of America, an estimated $696M sold.
Based on aggregated 13F filings for Q1 2020.