Vanguard World Funds Extended Duration ETF
125 hedge funds and large institutions have $617M invested in Vanguard World Funds Extended Duration ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 19 closing their positions.
84% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 19
52% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 31
29% more capital invested
Capital invested by funds: $480M → $617M (+$138M)
26% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $9.84M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
13% more funds holding
Funds holding: 111 → 125 (+14)
1.19% less ownership
Funds ownership: 33.69% → 32.5% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DI
DFPG Investments
Sandy,
Utah
|
+$15M |
| 2 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$14.1M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$13.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$12.1M |
| 5 |
Morgan Stanley
New York
|
+$8.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$15.2M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$8.05M |
| 3 |
Goldman Sachs
New York
|
-$7.63M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$7.16M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
-$6.75M |
EDV Hedge Fund Activity: Q1 2023 in Review
125 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q1 2023, worth a combined $617M — up 29% from $480M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EDV positions and 19 closed out — a net gain of 16 holders — while 47 added to existing stakes and 31 trimmed.
The largest buyer was DFPG Investments, opening a new position worth an estimated $15M. The largest seller was Madison Asset Management, cutting an estimated $15.2M.
- 125 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q1 2023, up from 111 in Q4 2022.
- Funds reported $617M of Vanguard World Funds Extended Duration ETF stock for Q1 2023, up 29% quarter-over-quarter.
- 35 funds opened new Vanguard World Funds Extended Duration ETF positions in Q1 2023 and 19 closed out, a net change of +16 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q1 2023 was DFPG Investments, an estimated $15M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q1 2023 was Madison Asset Management, an estimated $15.2M sold.
Based on aggregated 13F filings for Q1 2023.