Vanguard Short-Term Bond ETF
827 hedge funds and large institutions have $13.3B invested in Vanguard Short-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 328 increasing their positions, 225 reducing their positions, and 48 closing their positions.
229% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 48
46% more repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 225
19% more funds holding in top 10
Funds holding in top 10: 63 → 75 (+12)
14% more funds holding
Funds holding: 726 → 827 (+101)
6% more capital invested
Capital invested by funds: $12.6B → $13.3B (+$715M)
2.18% more ownership
Funds ownership: 57.62% → 59.8% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$105M |
| 2 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$101M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$100M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$87.8M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$87.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$73.2M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$34.8M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$32.1M |
| 4 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
-$26.1M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$17.5M |
BSV Hedge Fund Activity: Q4 2019 in Review
827 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2019, worth a combined $13.3B — up 5.7% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new BSV positions and 48 closed out — a net gain of 110 holders — while 328 added to existing stakes and 225 trimmed.
The largest buyer was Truepoint Inc, opening a new position worth an estimated $105M. The largest seller was Citadel Advisors, cutting an estimated $73.2M.
- 827 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2019, up from 726 in Q3 2019.
- Funds reported $13.3B of Vanguard Short-Term Bond ETF stock for Q4 2019, up 5.7% quarter-over-quarter.
- 158 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2019 and 48 closed out, a net change of +110 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q4 2019 was Truepoint Inc, an estimated $105M added.
- The largest Vanguard Short-Term Bond ETF seller in Q4 2019 was Citadel Advisors, an estimated $73.2M sold.
Based on aggregated 13F filings for Q4 2019.