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Vanguard US Momentum Factor ETF

30 hedge funds and large institutions have $51.7M invested in Vanguard US Momentum Factor ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43% more funds holding

Funds holding: 2130 (+9)

32% more capital invested

Capital invested by funds: $39.3M → $51.7M (+$12.4M)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

7.91% less ownership

Funds ownership: 60%52.09% (-7.9%)

Holders
30
Holders Change
+9
Holders Change %
+42.86%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
9
Reduced
9
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
$23.2M -$361K -2,909 -2%
AHC
2
Anderson Hoagland & Co
Missouri
$6.33M +$3.95M +31,828 +165%
ECG
3
Edge Capital Group
Georgia
$4.47M -$79.9K -643 -2%
NR
4
Newfound Research
Massachusetts
$2.91M +$984K +7,923 +51%
Jane Street
5
Jane Street
New York
$1.93M +$275K +2,218 +17%
ACM
6
Armbruster Capital Management
New York
$1.85M -$77.6K -625 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.77M +$55.6K +448 +3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.26M +$1.26M +10,163 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$895K +$897K +7,221 New
FA
10
Fortis Advisors
Pennsylvania
$794K +$796K +6,410 New
GL
11
Graypoint LLC
New York
$694K +$39.7K +320 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$670K +$652K +5,253 +3,411%
PFS
13
Prospera Financial Services
Texas
$668K +$670K +5,396 New
RJT
14
Raymond James Trust
Florida
$663K +$664K +5,350 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$613K -$7.45K -60 -1%
LPL Financial
16
LPL Financial
California
$591K +$147K +1,186 +33%
Citadel Advisors
17
Citadel Advisors
Florida
$531K -$1.83M -14,748 -77%
CPIG
18
Chicago Partners Investment Group
Illinois
$525K -$36.9K -297 -7%
FEM
19
Fulcrum Equity Management
Texas
$350K +$351K +2,828 New
AAM
20
Autus Asset Management
Arizona
$277K -$24.8K -200 -8%
PWA
21
Physician Wealth Advisors
Utah
$223K -$18K -145 -8%
UBS Group
22
UBS Group
Switzerland
$129K +$129K +1,038 New
Bank of America
23
Bank of America
North Carolina
$100K +$19.9K +160 +25%
ACA
24
Atlas Capital Advisors
Wyoming
$88.1K +$36.6K +295 +71%
AIC
25
Ameritas Investment Company
Nebraska
$55.8K +$55.9K +450 New

VFMO Hedge Fund Activity: Q1 2021 in Review

30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q1 2021, worth a combined $51.7M — up 32% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VFMO positions and 1 closed out — a net gain of 9 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Anderson Hoagland & Co, adding an estimated $3.95M. The largest seller was Citadel Advisors, cutting an estimated $1.83M.

  • 30 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q1 2021, up from 21 in Q4 2020.
  • Funds reported $51.7M of Vanguard US Momentum Factor ETF stock for Q1 2021, up 32% quarter-over-quarter.
  • 10 funds opened new Vanguard US Momentum Factor ETF positions in Q1 2021 and 1 closed out, a net change of +9 holders.
  • The largest Vanguard US Momentum Factor ETF buyer in Q1 2021 was Anderson Hoagland & Co, an estimated $3.95M added.
  • The largest Vanguard US Momentum Factor ETF seller in Q1 2021 was Citadel Advisors, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2021.