Vanguard World Funds Extended Duration ETF
66 hedge funds and large institutions have $269M invested in Vanguard World Funds Extended Duration ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
17% more capital invested
Capital invested by funds: $229M → $269M (+$39.6M)
14% more funds holding
Funds holding: 58 → 66 (+8)
4.6% more ownership
Funds ownership: 38.16% → 42.76% (+4.6%)
0% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 21
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.4M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$18M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.18M |
| 4 |
CM
Cornerstone Management
Duluth,
Georgia
|
+$2.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.7M |
| 2 |
Goldman Sachs
New York
|
-$6.05M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$4M |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$3.35M |
| 5 |
Morgan Stanley
New York
|
-$3.29M |
EDV Hedge Fund Activity: Q4 2017 in Review
66 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2017, worth a combined $269M — up 17% from $229M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EDV positions and 6 closed out — a net gain of 8 holders — while 21 added to existing stakes and 21 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $18.4M. The largest seller was Jane Street, exiting entirely with an estimated $9.7M sold.
- 66 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2017, up from 58 in Q3 2017.
- Funds reported $269M of Vanguard World Funds Extended Duration ETF stock for Q4 2017, up 17% quarter-over-quarter.
- 14 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2017 and 6 closed out, a net change of +8 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $18.4M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q4 2017 was Jane Street, an estimated $9.7M sold.
Based on aggregated 13F filings for Q4 2017.