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Vanguard US Momentum Factor ETF

16 hedge funds and large institutions have $18.1M invested in Vanguard US Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

31.19% more ownership

Funds ownership: 45.36%76.55% (+31%)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $16.6M → $18.1M (+$1.55M)

0% more funds holding

Funds holding: 1616 (0)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
16
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$9.4M +$7.49M +91,518 +192%
ECG
2
Edge Capital Group
Georgia
$2.82M -$206K -2,514 -6%
ACM
3
Armbruster Capital Management
New York
$1.36M +$1.65M +20,151 New
Citadel Advisors
4
Citadel Advisors
Florida
$951K +$1.15M +14,079 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$927K -$24.6K -300 -2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$897K +$1.09M +13,278 New
Jane Street
7
Jane Street
New York
$378K +$215K +2,631 +89%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$338K +$70.2K +858 +21%
GL
9
Graypoint LLC
New York
$326K +$396K +4,833 New
CPIG
10
Chicago Partners Investment Group
Illinois
$319K +$491 +6 +0.1%
RJA
11
Raymond James & Associates
Florida
$210K -$38.9K -475 -13%
PFO
12
Pathstone Family Office
New Jersey
$82K -$80.4K -982 -45%
ACA
13
Atlas Capital Advisors
Wyoming
$53K +$64.2K +784 New
Bank of America
14
Bank of America
North Carolina
$43K
GI
15
Gradient Investments
Minnesota
$17K
Osaic Holdings
16
Osaic Holdings
Arizona
$8K +$9.82K +120 New
RPSA
17
Richard P. Slaughter Associates
Texas
-$3.92M -45,434 Closed
AAM
18
Autus Asset Management
Arizona
-$235K -2,725 Closed
UBS Group
19
UBS Group
Switzerland
-$13K -154 Closed
Wells Fargo
20
Wells Fargo
California
-$82 -1 Closed

VFMO Hedge Fund Activity: Q1 2020 in Review

16 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q1 2020, worth a combined $18.1M — up 9.3% from $16.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VFMO positions and 5 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Strategic Financial Services, adding an estimated $7.49M. The largest seller was Richard P. Slaughter Associates, exiting entirely with an estimated $3.92M sold.

  • 16 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $18.1M of Vanguard US Momentum Factor ETF stock for Q1 2020, up 9.3% quarter-over-quarter.
  • 6 funds opened new Vanguard US Momentum Factor ETF positions in Q1 2020 and 5 closed out, a net change of +1 holder.
  • The largest Vanguard US Momentum Factor ETF buyer in Q1 2020 was Strategic Financial Services, an estimated $7.49M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q1 2020 was Richard P. Slaughter Associates, an estimated $3.92M sold.

Based on aggregated 13F filings for Q1 2020.