Vanguard World Funds Extended Duration ETF
51 hedge funds and large institutions have $215M invested in Vanguard World Funds Extended Duration ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
43% more capital invested
Capital invested by funds: $151M → $215M (+$64.4M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more funds holding
Funds holding: 45 → 51 (+6)
2.88% more ownership
Funds ownership: 35.37% → 38.25% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$37.6M |
| 2 |
Goldman Sachs
New York
|
+$9.16M |
| 3 |
Jane Street
New York
|
+$6.73M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$4.5M |
| 5 |
HMC
Harvard Management Company
Boston,
Massachusetts
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.79M |
| 2 |
PP
Pension Partners
New York
|
-$3.93M |
| 3 |
SG Americas Securities
New York
|
-$2.81M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.74M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$943K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIA
51
Allegis Investment Advisors
Idaho Falls,
Idaho
| – | -$792K | -7,124 | Closed |
|
|
SI
52
SII Investments
Appleton,
Wisconsin
| – | -$231K | -2,068 | Closed |
|
|
MWM
53
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$23K | -206 | Closed |
|
54
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$346 | +3 | New |
|
EDV Hedge Fund Activity: Q2 2017 in Review
51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q2 2017, worth a combined $215M — up 43% from $151M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EDV positions and 4 closed out — a net gain of 6 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), opening a new position worth an estimated $37.6M. The largest seller was Wells Fargo, cutting an estimated $7.79M.
- 51 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q2 2017, up from 45 in Q1 2017.
- Funds reported $215M of Vanguard World Funds Extended Duration ETF stock for Q2 2017, up 43% quarter-over-quarter.
- 10 funds opened new Vanguard World Funds Extended Duration ETF positions in Q2 2017 and 4 closed out, a net change of +6 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q2 2017 was Beacon Capital Management Inc (Ohio), an estimated $37.6M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q2 2017 was Wells Fargo, an estimated $7.79M sold.
Based on aggregated 13F filings for Q2 2017.