Vanguard US Momentum Factor ETF
VFMO
32 hedge funds and large institutions have $64.3M invested in Vanguard US Momentum Factor ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
25% more capital invested
Capital invested by funds: $51.7M → $64.3M (+$12.7M)
7% more funds holding
Funds holding: 30 → 32 (+2)
2.3% more ownership
Funds ownership: 52.09% → 54.39% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.34M |
| 2 |
Jane Street
New York
|
+$1.57M |
| 3 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$1.53M |
| 4 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$1.1M |
| 5 |
JP Morgan Chase
New York
|
+$899K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.09M |
| 2 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$663K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$650K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$643K |
| 5 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
-$377K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $182K | +$43.9K | +344 | +33% |
|
27
Bank of America
Charlotte,
North Carolina
| $104K | -$2.55K | -20 | -2% |
|
|
28
Osaic Holdings
Scottsdale,
Arizona
| $48K | -$643K | -5,037 | -93% |
|
|
GI
29
Gradient Investments
Arden Hills,
Minnesota
| $33K | – | – | – |
|
|
APA
30
American Portfolios Advisors
Holbrook,
New York
| $21K | – | – | – |
|
31
Morgan Stanley
New York
| $1K | – | – | – |
|
|
RJT
32
Raymond James Trust
St. Petersburg,
Florida
| – | -$663K | -5,350 | Closed |
|
|
AIC
33
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$55.8K | -450 | Closed |
|
|
VFA
34
Valeo Financial Advisors
Carmel,
Indiana
| – | -$5K | -37 | Closed |
|
VFMO Hedge Fund Activity: Q2 2021 in Review
32 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q2 2021, worth a combined $64.3M — up 25% from $51.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VFMO positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $4.34M. The largest seller was Vanguard Group, cutting an estimated $1.09M.
- 32 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q2 2021, up from 30 in Q1 2021.
- Funds reported $64.3M of Vanguard US Momentum Factor ETF stock for Q2 2021, up 25% quarter-over-quarter.
- 5 funds opened new Vanguard US Momentum Factor ETF positions in Q2 2021 and 3 closed out, a net change of +2 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q2 2021 was Brinker Capital Investments, an estimated $4.34M added.
- The largest Vanguard US Momentum Factor ETF seller in Q2 2021 was Vanguard Group, an estimated $1.09M sold.
Based on aggregated 13F filings for Q2 2021.