Vanguard US Momentum Factor ETF
VFMO
32 hedge funds and large institutions have $112M invested in Vanguard US Momentum Factor ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 6 closing their positions.
74% more capital invested
Capital invested by funds: $64.3M → $112M (+$47.8M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11.6% more ownership
Funds ownership: 54.39% → 65.99% (+12%)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
Ritholtz Wealth Management
New York
|
+$35M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.2M |
| 3 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$2.48M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.84M |
| 5 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$4.47M |
| 2 |
Jane Street
New York
|
-$2.99M |
| 3 |
JP Morgan Chase
New York
|
-$926K |
| 4 |
Goldman Sachs
New York
|
-$889K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$525K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $188K | +$142K | +1,092 | +295% |
|
27
Bank of America
Charlotte,
North Carolina
| $99K | -$2.6K | -20 | -3% |
|
28
UBS Group
Zurich,
Switzerland
| $59K | -$120K | -925 | -67% |
|
|
GI
29
Gradient Investments
Arden Hills,
Minnesota
| $32K | – | – | – |
|
|
APA
30
American Portfolios Advisors
Holbrook,
New York
| $20.6K | – | – | – |
|
31
Morgan Stanley
New York
| $1K | – | – | – |
|
|
BCI
32
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$4.47M | -34,000 | Closed |
|
|
33
JP Morgan Chase
New York
| – | -$926K | -7,041 | Closed |
|
|
34
Goldman Sachs
New York
| – | -$889K | -6,758 | Closed |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$525K | -3,993 | Closed |
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$280K | -2,128 | Closed |
|
37
Vanguard Group
Malvern,
Pennsylvania
| – | -$210K | -1,600 | Closed |
|
VFMO Hedge Fund Activity: Q3 2021 in Review
32 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q3 2021, worth a combined $112M — up 74% from $64.3M a quarter earlier.
Fund positioning in VFMO was balanced in Q3 2021: 6 funds opened new positions, 6 closed out, 10 added to existing stakes and 9 trimmed.
The largest buyer was Ritholtz Wealth Management, opening a new position worth an estimated $35M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $4.47M sold.
- 32 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $112M of Vanguard US Momentum Factor ETF stock for Q3 2021, up 74% quarter-over-quarter.
- 6 funds opened new Vanguard US Momentum Factor ETF positions in Q3 2021 and 6 closed out, a net change of 0 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q3 2021 was Ritholtz Wealth Management, an estimated $35M added.
- The largest Vanguard US Momentum Factor ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $4.47M sold.
Based on aggregated 13F filings for Q3 2021.