Vanguard Short-Term Bond ETF
301 hedge funds and large institutions have $7.3B invested in Vanguard Short-Term Bond ETF in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 21 closing their positions.
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
21% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 107
8% more capital invested
Capital invested by funds: $6.74B → $7.3B (+$563M)
2% more funds holding
Funds holding: 295 → 301 (+6)
1.45% more ownership
Funds ownership: 54.53% → 55.98% (+1.4%)
7% less funds holding in top 10
Funds holding in top 10: 42 → 39 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$465M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$166M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$82.5M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$67.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
-$224M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$55.5M |
| 3 |
Morgan Stanley
New York
|
-$17M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$14.8M |
| 5 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
-$14.7M |
BSV Hedge Fund Activity: Q3 2013 in Review
301 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2013, worth a combined $7.3B — up 8.4% from $6.74B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new BSV positions and 21 closed out — a net gain of 10 holders — while 129 added to existing stakes and 107 trimmed.
The largest buyer was Bank of America, adding an estimated $465M. The largest seller was Aegon USA Investment Management, cutting an estimated $224M.
- 301 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2013, up from 295 in Q2 2013.
- Funds reported $7.3B of Vanguard Short-Term Bond ETF stock for Q3 2013, up 8.4% quarter-over-quarter.
- 31 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2013 and 21 closed out, a net change of +10 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q3 2013 was Bank of America, an estimated $465M added.
- The largest Vanguard Short-Term Bond ETF seller in Q3 2013 was Aegon USA Investment Management, an estimated $224M sold.
Based on aggregated 13F filings for Q3 2013.