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Vanguard US Momentum Factor ETF

21 hedge funds and large institutions have $39.3M invested in Vanguard US Momentum Factor ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

24% more funds holding

Funds holding: 1721 (+4)

7% more capital invested

Capital invested by funds: $36.9M → $39.3M (+$2.42M)

0.31% more ownership

Funds ownership: 59.69%60% (+0.31%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$21.4M -$274K -2,645 -1%
ECG
2
Edge Capital Group
Georgia
$4.13M +$28.6K +276 +0.8%
AHC
3
Anderson Hoagland & Co
Missouri
$2.17M +$2M +19,243 New
Citadel Advisors
4
Citadel Advisors
Florida
$2.14M -$4.27M -41,176 -68%
NR
5
Newfound Research
Massachusetts
$1.76M +$815K +7,858 +102%
ACM
6
Armbruster Capital Management
New York
$1.75M -$117K -1,125 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.56M -$33K -318 -2%
Jane Street
8
Jane Street
New York
$1.51M -$2.35M -22,634 -63%
GL
9
Graypoint LLC
New York
$595K
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$564K +$104 +1 +0%
CPIG
11
Chicago Partners Investment Group
Illinois
$537K +$518 +5 +0.1%
LPL Financial
12
LPL Financial
California
$404K +$38.5K +371 +12%
AAM
13
Autus Asset Management
Arizona
$274K -$42K -405 -14%
PWA
14
Physician Wealth Advisors
Utah
$247K +$198K +1,907 New
Bank of America
15
Bank of America
North Carolina
$73K
ACA
16
Atlas Capital Advisors
Wyoming
$46.9K +$43.1K +416 New
PFO
17
Pathstone Family Office
New Jersey
$35K +$31.8K +307 New
GI
18
Gradient Investments
Minnesota
$24K
Osaic Holdings
19
Osaic Holdings
Arizona
$18K +$3.53K +34 +28%
VFA
20
Valeo Financial Advisors
Indiana
$5K +$4.56K +44 New
UBS Group
21
UBS Group
Switzerland
-$204K -2,150 Closed

VFMO Hedge Fund Activity: Q4 2020 in Review

21 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q4 2020, worth a combined $39.3M — up 6.6% from $36.9M a quarter earlier.

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

The largest buyer was Anderson Hoagland & Co, opening a new position worth an estimated $2M. The largest seller was Citadel Advisors, cutting an estimated $4.27M.

  • 21 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q4 2020, up from 17 in Q3 2020.
  • Funds reported $39.3M of Vanguard US Momentum Factor ETF stock for Q4 2020, up 6.6% quarter-over-quarter.
  • 5 funds opened new Vanguard US Momentum Factor ETF positions in Q4 2020 and 1 closed out, a net change of +4 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q4 2020 was Anderson Hoagland & Co, an estimated $2M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q4 2020 was Citadel Advisors, an estimated $4.27M sold.

Based on aggregated 13F filings for Q4 2020.