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Vident US Bond Strategy ETF

12 hedge funds and large institutions have $371M invested in Vident US Bond Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

0.45% more ownership

Funds ownership: 96.12%96.57% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $380M → $371M (-$9.61M)

8% less funds holding

Funds holding: 1312 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
4
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1
Blue Trust Inc
Georgia
$364M +$11.3M +267,870 +3%
W
2
WorthPointe
California
$2.19M +$1.15M +27,179 +123%
Jane Street
3
Jane Street
New York
$1.99M -$7.17M -169,434 -79%
Citadel Advisors
4
Citadel Advisors
Florida
$880K -$1.65M -38,913 -66%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$851K +$813K +19,203 New
CL
6
Choreo LLC
Illinois
$343K
HP
7
Holistic Planning
Texas
$318K +$304K +7,177 New
SA
8
Stewardship Advisors
Pennsylvania
$257K +$11.9K +282 +5%
Comerica Bank
9
Comerica Bank
Texas
$60.8K +$3.9K +92 +7%
CT
10
Colonial Trust
South Carolina
$57.9K
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.35K +$2.24K +53 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$89 -$3.51K -83 -98%
AC
13
AWM Capital
Arizona
-$1.48M -35,405 Closed
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
-$1.36M -31,468 Closed
UBS Group
15
UBS Group
Switzerland
-$154K -3,700 Closed
Wells Fargo
16
Wells Fargo
California
-$56.6K -1,359 Closed

VBND Hedge Fund Activity: Q4 2023 in Review

12 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vident US Bond Strategy ETF (VBND) for Q4 2023, worth a combined $371M — down 2.5% from $380M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of VBND and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 4 added.

The largest buyer was Blue Trust Inc, adding an estimated $11.3M. The largest seller was Jane Street, cutting an estimated $7.17M.

  • 12 institutional investors held Vident US Bond Strategy ETF (VBND) as of Q4 2023, down from 13 in Q3 2023.
  • Funds reported $371M of Vident US Bond Strategy ETF stock for Q4 2023, down 2.5% quarter-over-quarter.
  • 3 funds opened new Vident US Bond Strategy ETF positions in Q4 2023 and 4 closed out, a net change of -1 holder.
  • The largest Vident US Bond Strategy ETF buyer in Q4 2023 was Blue Trust Inc, an estimated $11.3M added.
  • The largest Vident US Bond Strategy ETF seller in Q4 2023 was Jane Street, an estimated $7.17M sold.

Based on aggregated 13F filings for Q4 2023.