Vanguard Short-Term Bond ETF
577 hedge funds and large institutions have $11.6B invested in Vanguard Short-Term Bond ETF in 2017 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 241 increasing their positions, 198 reducing their positions, and 40 closing their positions.
48% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 40
44% more capital inflows, than outflows
Capital inflows: $2.07B | Capital outflows: $1.44B
22% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 198
2% more funds holding
Funds holding: 564 → 577 (+13)
3.3% less ownership
Funds ownership: 55.97% → 52.67% (-3.3%)
10% less funds holding in top 10
Funds holding in top 10: 72 → 65 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$212M |
| 2 |
United Services Automobile Association
San Antonio,
Texas
|
+$68.4M |
| 3 |
AT Bancorp
Dubuque,
Iowa
|
+$44.2M |
| 4 |
AP
Agilis Partners
Waltham,
Massachusetts
|
+$38.3M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$553M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$193M |
| 3 |
IndexIQ Advisors
New York
|
-$165M |
| 4 |
Catalyst Capital Advisors
Huntington,
New York
|
-$122M |
| 5 |
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$35.2M |
BSV Hedge Fund Activity: Q2 2017 in Review
577 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2017, worth a combined $11.6B — down 4.6% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new BSV positions and 40 closed out — a net gain of 19 holders — while 241 added to existing stakes and 198 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $212M. The largest seller was Bank of America, cutting an estimated $553M.
- 577 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2017, up from 564 in Q1 2017.
- Funds reported $11.6B of Vanguard Short-Term Bond ETF stock for Q2 2017, down 4.6% quarter-over-quarter.
- 59 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2017 and 40 closed out, a net change of +19 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $212M added.
- The largest Vanguard Short-Term Bond ETF seller in Q2 2017 was Bank of America, an estimated $553M sold.
Based on aggregated 13F filings for Q2 2017.