Vanguard World Funds Extended Duration ETF
106 hedge funds and large institutions have $574M invested in Vanguard World Funds Extended Duration ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 29 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 33
3% less funds holding
Funds holding: 109 → 106 (-3)
5.49% less ownership
Funds ownership: 44.43% → 38.94% (-5.5%)
10% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 29
11% less capital invested
Capital invested by funds: $648M → $574M (-$73.8M)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.2M |
| 2 |
Morgan Stanley
New York
|
+$19.9M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$19.2M |
| 4 |
BlackRock
New York
|
+$12.2M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$6.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$58M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$29.1M |
| 3 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$19.8M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$18.5M |
| 5 |
Jane Street
New York
|
-$14.3M |
EDV Hedge Fund Activity: Q2 2020 in Review
106 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q2 2020, worth a combined $574M — down 11% from $648M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of EDV and 26 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 34 added.
The largest buyer was Ameriprise, adding an estimated $23.2M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $58M.
- 106 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q2 2020, down from 109 in Q1 2020.
- Funds reported $574M of Vanguard World Funds Extended Duration ETF stock for Q2 2020, down 11% quarter-over-quarter.
- 26 funds opened new Vanguard World Funds Extended Duration ETF positions in Q2 2020 and 29 closed out, a net change of -3 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q2 2020 was Ameriprise, an estimated $23.2M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q2 2020 was Beacon Capital Management Inc (Ohio), an estimated $58M sold.
Based on aggregated 13F filings for Q2 2020.