Vanguard World Funds Extended Duration ETF
51 hedge funds and large institutions have $297M invested in Vanguard World Funds Extended Duration ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
38% more capital invested
Capital invested by funds: $216M → $297M (+$81.5M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
13% more funds holding
Funds holding: 45 → 51 (+6)
8.03% more ownership
Funds ownership: 34.28% → 42.31% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$49.8M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$18.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.1M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$34.7M |
| 2 |
Jane Street
New York
|
-$24.9M |
| 3 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
-$11M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.94M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
51
Virtu Financial
New York
| – | -$1.81M | -16,654 | Closed |
|
|
JMPWA
52
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$1.56M | -14,374 | Closed |
|
|
AA
53
Advisory Alpha
Holland,
Michigan
| – | -$962K | -8,863 | Closed |
|
54
Goldman Sachs
New York
| – | -$449K | -4,142 | Closed |
|
55
Renaissance Technologies
New York
| – | -$347K | -3,200 | Closed |
|
|
GHAM
56
Gilman Hill Asset Management
New Canaan,
Connecticut
| – | -$337K | -3,105 | Closed |
|
57
Fidelity Investments
Boston,
Massachusetts
| – | -$6K | -57 | Closed |
|
|
TFA
58
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
EDV Hedge Fund Activity: Q4 2018 in Review
51 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2018, worth a combined $297M — up 38% from $216M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EDV positions and 9 closed out — a net gain of 6 holders — while 17 added to existing stakes and 14 trimmed.
The largest buyer was UBS Group, adding an estimated $49.8M. The largest seller was Cardan Capital Partners, cutting an estimated $34.7M.
- 51 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2018, up from 45 in Q3 2018.
- Funds reported $297M of Vanguard World Funds Extended Duration ETF stock for Q4 2018, up 38% quarter-over-quarter.
- 15 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2018 and 9 closed out, a net change of +6 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2018 was UBS Group, an estimated $49.8M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q4 2018 was Cardan Capital Partners, an estimated $34.7M sold.
Based on aggregated 13F filings for Q4 2018.