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Vanguard US Momentum Factor ETF
VFMO

62 hedge funds and large institutions have $225M invested in Vanguard US Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $186M → $225M (+$38.2M)

11% more funds holding

Funds holding: 56 → 62 (+6)

1.14% more ownership

Funds ownership: 65.58% → 66.72% (+1.1%)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
23
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
+$8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.49M
3
RWM
Ritholtz Wealth Management
New York
+$2.95M
4
LCC
Lincoln Capital Corp
Rhode Island
+$2.88M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
UB
UMB Bank
Missouri
-$903K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$343K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$338K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$299K
5
OC
Oppenheimer & Co
New York
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$211K -$28.4K -249 -13%
Bank of America
52
Bank of America
North Carolina
$130K – – –
HI
53
Harbour Investments
Wisconsin
$91.8K +$12.6K +111 +17%
FHA
54
First Horizon Advisors
Tennessee
$69K – – –
ACA
55
Atlas Capital Advisors
Wyoming
$22.1K -$15K -132 -42%
CP
56
Castleview Partners
Texas
$16.1K +$15.2K +133 New
BC
57
Barrett & Company
Rhode Island
$15.2K – – –
CSB
58
City State Bank
Iowa
$12K – – –
PFBT
59
Parkside Financial Bank & Trust
Missouri
$6.3K – – –
NC
60
NewSquare Capital
Pennsylvania
$3.03K – – –
GIA
61
GHP Investment Advisors
Colorado
$2.15K – – –
Morgan Stanley
62
Morgan Stanley
New York
$606 – – –
Wells Fargo
63
Wells Fargo
California
$3 – – –
OC
64
Oppenheimer & Co
New York
– -$284K -2,520 Closed
AC
65
Avant Capital
Louisiana
– -$208K -1,844 Closed
AAS
66
Ameritas Advisory Services
Nebraska
– -$33.9K -300 Closed
BAM
67
Belpointe Asset Management
Nevada
– -$30.9K -275 Closed
1 2
3

VFMO Hedge Fund Activity: Q2 2023 in Review

62 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q2 2023, worth a combined $225M — up 21% from $186M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VFMO positions and 4 closed out — a net gain of 7 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Systelligence LLC, adding an estimated $8M. The largest seller was UMB Bank, cutting an estimated $903K.

  • 62 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q2 2023, up from 56 in Q1 2023.
  • Funds reported $225M of Vanguard US Momentum Factor ETF stock for Q2 2023, up 21% quarter-over-quarter.
  • 11 funds opened new Vanguard US Momentum Factor ETF positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q2 2023 was Systelligence LLC, an estimated $8M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q2 2023 was UMB Bank, an estimated $903K sold.

Based on aggregated 13F filings for Q2 2023.