Vanguard US Momentum Factor ETF
VFMO
42 hedge funds and large institutions have $149M invested in Vanguard US Momentum Factor ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
19% more capital invested
Capital invested by funds: $126M → $149M (+$23.4M)
16.09% more ownership
Funds ownership: 81.02% → 97.11% (+16%)
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
5% more funds holding
Funds holding: 40 → 42 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
+$6.08M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$5.62M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.81M |
| 4 |
FFG
Frisch Financial Group
Melville,
New York
|
+$3.69M |
| 5 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.31M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.05M |
| 3 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$1.04M |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
-$694K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$634K |
VFMO Hedge Fund Activity: Q3 2022 in Review
42 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Momentum Factor ETF (VFMO) for Q3 2022, worth a combined $149M — up 19% from $126M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VFMO positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Edge Capital Group, adding an estimated $6.08M. The largest seller was Jane Street, exiting entirely with an estimated $2.31M sold.
- 42 institutional investors held Vanguard US Momentum Factor ETF (VFMO) as of Q3 2022, up from 40 in Q2 2022.
- Funds reported $149M of Vanguard US Momentum Factor ETF stock for Q3 2022, up 19% quarter-over-quarter.
- 5 funds opened new Vanguard US Momentum Factor ETF positions in Q3 2022 and 3 closed out, a net change of +2 holders.
- The largest Vanguard US Momentum Factor ETF buyer in Q3 2022 was Edge Capital Group, an estimated $6.08M added.
- The largest Vanguard US Momentum Factor ETF seller in Q3 2022 was Jane Street, an estimated $2.31M sold.
Based on aggregated 13F filings for Q3 2022.