Vanguard World Funds Extended Duration ETF
68 hedge funds and large institutions have $489M invested in Vanguard World Funds Extended Duration ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
65% more capital invested
Capital invested by funds: $297M → $489M (+$192M)
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
33% more funds holding
Funds holding: 51 → 68 (+17)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5.82% more ownership
Funds ownership: 42.31% → 48.13% (+5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$107M |
| 2 |
BlackRock
New York
|
+$18.3M |
| 3 |
Jane Street
New York
|
+$13.5M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
+$13.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$15.6M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$7.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.29M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.31M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$4.92M |
EDV Hedge Fund Activity: Q1 2019 in Review
68 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q1 2019, worth a combined $489M — up 65% from $297M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new EDV positions and 9 closed out — a net gain of 17 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), opening a new position worth an estimated $107M. The largest seller was UBS Group, cutting an estimated $15.6M.
- 68 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q1 2019, up from 51 in Q4 2018.
- Funds reported $489M of Vanguard World Funds Extended Duration ETF stock for Q1 2019, up 65% quarter-over-quarter.
- 26 funds opened new Vanguard World Funds Extended Duration ETF positions in Q1 2019 and 9 closed out, a net change of +17 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $107M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q1 2019 was UBS Group, an estimated $15.6M sold.
Based on aggregated 13F filings for Q1 2019.