Vanguard Short-Term Bond ETF
892 hedge funds and large institutions have $16.5B invested in Vanguard Short-Term Bond ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 438 increasing their positions, 235 reducing their positions, and 48 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 438 | Existing positions reduced: 235
85% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 48
15% more funds holding in top 10
Funds holding in top 10: 95 → 109 (+14)
8% more capital invested
Capital invested by funds: $15.4B → $16.5B (+$1.18B)
4% more funds holding
Funds holding: 859 → 892 (+33)
2.53% less ownership
Funds ownership: 63.3% → 60.78% (-2.5%)
18% less call options, than puts
Call options by funds: $332K | Put options by funds: $407K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$286M |
| 2 |
TC
Toews Corporation
Northfield,
New Jersey
|
+$193M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$157M |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$87.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$86.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$210M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$81.9M |
| 3 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$76.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$69.1M |
| 5 |
Jane Street
New York
|
-$59.1M |
BSV Hedge Fund Activity: Q3 2020 in Review
892 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2020, worth a combined $16.5B — up 7.7% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new BSV positions and 48 closed out — a net gain of 41 holders — while 438 added to existing stakes and 235 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $286M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $210M.
- 892 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2020, up from 859 in Q2 2020.
- Funds reported $16.5B of Vanguard Short-Term Bond ETF stock for Q3 2020, up 7.7% quarter-over-quarter.
- 89 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2020 and 48 closed out, a net change of +41 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q3 2020 was Morgan Stanley, an estimated $286M added.
- The largest Vanguard Short-Term Bond ETF seller in Q3 2020 was Beacon Capital Management Inc (Ohio), an estimated $210M sold.
Based on aggregated 13F filings for Q3 2020.