Vanguard Short-Term Bond ETF
1,142 hedge funds and large institutions have $30.4B invested in Vanguard Short-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 422 increasing their positions, 490 reducing their positions, and 79 closing their positions.
231% more call options, than puts
Call options by funds: $725K | Put options by funds: $219K
18% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 79
2% more capital inflows, than outflows
Capital inflows: $1.97B | Capital outflows: $1.94B
0.95% more ownership
Funds ownership: 81.62% → 82.57% (+0.95%)
0% more funds holding
Funds holding: 1,138 → 1,142 (+4)
13% less funds holding in top 10
Funds holding in top 10: 153 → 133 (-20)
14% less repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 490
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allworth Financial
Folsom,
California
|
+$371M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$246M |
| 3 |
JP Morgan Chase
New York
|
+$216M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$163M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$510M |
| 2 |
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$262M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$118M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$77.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$68.7M |
BSV Hedge Fund Activity: Q2 2023 in Review
1,142 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2023, worth a combined $30.4B — down 1.4% from $30.8B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new BSV positions and 79 closed out — a net gain of 14 holders — while 422 added to existing stakes and 490 trimmed.
The largest buyer was Allworth Financial, adding an estimated $371M. The largest seller was Morgan Stanley, cutting an estimated $510M.
- 1,142 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2023, up from 1,138 in Q1 2023.
- Funds reported $30.4B of Vanguard Short-Term Bond ETF stock for Q2 2023, down 1.4% quarter-over-quarter.
- 93 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2023 and 79 closed out, a net change of +14 holders.
- The largest Vanguard Short-Term Bond ETF buyer in Q2 2023 was Allworth Financial, an estimated $371M added.
- The largest Vanguard Short-Term Bond ETF seller in Q2 2023 was Morgan Stanley, an estimated $510M sold.
Based on aggregated 13F filings for Q2 2023.