Vanguard World Funds Extended Duration ETF
94 hedge funds and large institutions have $394M invested in Vanguard World Funds Extended Duration ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 21 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
17% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 29
5% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 21
2% less funds holding
Funds holding: 96 → 94 (-2)
6.21% less ownership
Funds ownership: 43.25% → 37.04% (-6.2%)
31% less capital invested
Capital invested by funds: $570M → $394M (-$176M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$10.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$6.53M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$6.38M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.66M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$110M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$23.3M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$12.1M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$11.8M |
| 5 |
LPL Financial
San Diego,
California
|
-$11.1M |
EDV Hedge Fund Activity: Q4 2019 in Review
94 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2019, worth a combined $394M — down 31% from $570M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of EDV and 20 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 34 added.
The largest buyer was Almanack Investment Partners, adding an estimated $10.2M. The largest seller was Prudential plc, exiting entirely with an estimated $110M sold.
- 94 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2019, down from 96 in Q3 2019.
- Funds reported $394M of Vanguard World Funds Extended Duration ETF stock for Q4 2019, down 31% quarter-over-quarter.
- 20 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2019 and 21 closed out, a net change of -1 holder.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2019 was Almanack Investment Partners, an estimated $10.2M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q4 2019 was Prudential plc, an estimated $110M sold.
Based on aggregated 13F filings for Q4 2019.