Vanguard Short-Term Bond ETF
706 hedge funds and large institutions have $19.4B invested in Vanguard Short-Term Bond ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 216 increasing their positions, 265 reducing their positions, and 66 closing their positions.
105% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 66
36% more funds holding in top 10
Funds holding in top 10: 73 → 99 (+26)
12% more capital invested
Capital invested by funds: $17.3B → $19.4B (+$2.07B)
9% more funds holding
Funds holding: 645 → 706 (+61)
2.51% more ownership
Funds ownership: 67.14% → 69.65% (+2.5%)
18% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 265
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$807M |
| 2 |
JP Morgan Chase
New York
|
+$407M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$122M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$100M |
| 5 |
TC
Toews Corporation
Northfield,
New Jersey
|
+$97.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$203M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$85M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$48.4M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$37M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$29.9M |
BSV Hedge Fund Activity: Q4 2018 in Review
706 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2018, worth a combined $19.4B — up 12% from $17.3B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new BSV positions and 66 closed out — a net gain of 69 holders — while 216 added to existing stakes and 265 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $807M. The largest seller was Bank of America, cutting an estimated $203M.
- 706 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2018, up from 645 in Q3 2018.
- Funds reported $19.4B of Vanguard Short-Term Bond ETF stock for Q4 2018, up 12% quarter-over-quarter.
- 135 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2018 and 66 closed out, a net change of +69 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $807M added.
- The largest Vanguard Short-Term Bond ETF seller in Q4 2018 was Bank of America, an estimated $203M sold.
Based on aggregated 13F filings for Q4 2018.