Vanguard World Funds Extended Duration ETF
51 hedge funds and large institutions have $219M invested in Vanguard World Funds Extended Duration ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 23 closing their positions.
4.94% less ownership
Funds ownership: 42.76% → 37.82% (-4.9%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
19% less capital invested
Capital invested by funds: $269M → $219M (-$50M)
23% less funds holding
Funds holding: 66 → 51 (-15)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
65% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$43.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.6M |
| 3 |
PP
Pension Partners
New York
|
+$7.28M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.74M |
| 5 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$43.8M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$18.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.7M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$13.3M |
| 5 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$5.71M |
EDV Hedge Fund Activity: Q1 2018 in Review
51 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q1 2018, worth a combined $219M — down 19% from $269M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of EDV and 8 opened new positions — a net loss of 15 holders — while 19 trimmed existing stakes and 17 added.
The largest buyer was Bank of America, adding an estimated $43.5M. The largest seller was Beacon Capital Management Inc (Ohio), exiting entirely with an estimated $43.8M sold.
- 51 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q1 2018, down from 66 in Q4 2017.
- Funds reported $219M of Vanguard World Funds Extended Duration ETF stock for Q1 2018, down 19% quarter-over-quarter.
- 8 funds opened new Vanguard World Funds Extended Duration ETF positions in Q1 2018 and 23 closed out, a net change of -15 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q1 2018 was Bank of America, an estimated $43.5M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q1 2018 was Beacon Capital Management Inc (Ohio), an estimated $43.8M sold.
Based on aggregated 13F filings for Q1 2018.