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Vanguard Long-Term Corporate Bond ETF

81 hedge funds and large institutions have $682M invested in Vanguard Long-Term Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 10

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

44% more capital invested

Capital invested by funds: $475M → $682M (+$207M)

25% more funds holding

Funds holding: 6581 (+16)

21% less call options, than puts

Call options by funds: $254K | Put options by funds: $320K

Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.19%
New
23
Increased
39
Reduced
10
Closed
6
Calls
$254K
Puts
$320K
Net Calls
-$66K
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$5.21M +$3.89M +41,314 +294%
AssetMark Inc
27
AssetMark Inc
California
$4.83M -$9.19M -97,576 -66%
LPL Financial
28
LPL Financial
California
$4.76M +$302K +3,202 +7%
Allianz Asset Management
29
Allianz Asset Management
Germany
$4.27M +$4.28M +45,410 New
TNB
30
Thomasville National Bank
Georgia
$4.11M -$395K -4,200 -9%
SSG
31
Summit Securities Group
New York
$3.87M +$3.87M +41,102 New
RT
32
Rockland Trust
Massachusetts
$3.87M
VFA
33
Voya Financial Advisors
Connecticut
$2.9M +$2.9M +30,747 New
TCM
34
Twele Capital Management
Minnesota
$2.23M
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$2.15M +$852K +9,053 +66%
EWM
36
Elite Wealth Management
Washington
$1.87M +$179K +1,903 +11%
BOH
37
Bank of Hawaii
Hawaii
$1.59M -$328K -3,488 -17%
HH
38
Hilltop Holdings
Texas
$1.48M +$1.48M +15,722 New
CCA
39
Checchi Capital Advisers
California
$1.41M +$173K +1,833 +14%
RPG
40
Risk Paradigm Group
Texas
$1.3M +$1.3M +13,842 New
WB
41
WesBanco Bank
West Virginia
$1.2M
PAG
42
Private Advisor Group
New Jersey
$1.18M +$1.18M +12,582 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.11M +$139K +1,474 +14%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.1M +$504K +5,356 +84%
Citadel Advisors
45
Citadel Advisors
Florida
$1.01M +$1.01M +10,690 New
BWAM
46
Boyd Watterson Asset Management
Ohio
$957K +$591K +6,280 +161%
Citigroup
47
Citigroup
New York
$872K +$189K +2,002 +28%
AIM
48
Advantage Investment Management
Iowa
$818K +$397K +4,213 +94%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$683K -$1.96M -20,837 -74%
SEIA
50
Signature Estate & Investment Advisors
California
$632K +$22.4K +238 +4%

VCLT Hedge Fund Activity: Q1 2015 in Review

81 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q1 2015, worth a combined $682M — up 44% from $475M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VCLT positions and 6 closed out — a net gain of 17 holders — while 39 added to existing stakes and 10 trimmed.

The largest buyer was Glovista Investments, adding an estimated $60.2M. The largest seller was Bank of America, cutting an estimated $21.1M.

  • 81 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q1 2015, up from 65 in Q4 2014.
  • Funds reported $682M of Vanguard Long-Term Corporate Bond ETF stock for Q1 2015, up 44% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q1 2015 and 6 closed out, a net change of +17 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q1 2015 was Glovista Investments, an estimated $60.2M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q1 2015 was Bank of America, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2015.