Vanguard World Funds Extended Duration ETF
109 hedge funds and large institutions have $648M invested in Vanguard World Funds Extended Duration ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 15 closing their positions.
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
64% more capital invested
Capital invested by funds: $394M → $648M (+$254M)
16% more funds holding
Funds holding: 94 → 109 (+15)
7.39% more ownership
Funds ownership: 37.04% → 44.43% (+7.4%)
10% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$104M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$17.5M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$15.5M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$14.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$22.4M |
| 2 |
Morgan Stanley
New York
|
-$20.5M |
| 3 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
-$15.8M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$9.72M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$9.42M |
EDV Hedge Fund Activity: Q1 2020 in Review
109 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q1 2020, worth a combined $648M — up 64% from $394M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EDV positions and 15 closed out — a net gain of 20 holders — while 34 added to existing stakes and 31 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $104M. The largest seller was Ferguson Shapiro, exiting entirely with an estimated $22.4M sold.
- 109 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q1 2020, up from 94 in Q4 2019.
- Funds reported $648M of Vanguard World Funds Extended Duration ETF stock for Q1 2020, up 64% quarter-over-quarter.
- 35 funds opened new Vanguard World Funds Extended Duration ETF positions in Q1 2020 and 15 closed out, a net change of +20 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q1 2020 was Beacon Capital Management Inc (Ohio), an estimated $104M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q1 2020 was Ferguson Shapiro, an estimated $22.4M sold.
Based on aggregated 13F filings for Q1 2020.