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Vanguard Intermediate-Term Treasury ETF

276 hedge funds and large institutions have $4.2B invested in Vanguard Intermediate-Term Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 103 increasing their positions, 81 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

27% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 81

11% more capital invested

Capital invested by funds: $3.78B → $4.2B (+$424M)

9% more funds holding

Funds holding: 254276 (+22)

5.03% less ownership

Funds ownership: 69.36%64.34% (-5%)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

Holders
276
Holders Change
+22
Holders Change %
+8.66%
% of All Funds
5.66%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.68%
New
51
Increased
103
Reduced
81
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$480M
UBS Group
2
UBS Group
Switzerland
$479M +$419M +5,958,755 +716%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$308M
CIA
4
Choate Investment Advisors
Massachusetts
$193M -$4.37M -62,045 -2%
FI
5
FormulaFolio Investments
Michigan
$162M +$158M +2,244,865 +5,081%
Ameriprise
6
Ameriprise
Minnesota
$150M +$67.4M +957,847 +82%
Mitsubishi UFJ Asset Management
7
Mitsubishi UFJ Asset Management
Japan
$148M +$16.6M +236,000 +13%
Bank of America
8
Bank of America
North Carolina
$142M -$12.4M -175,604 -8%
RIG
9
RiverFront Investment Group
Virginia
$116M -$61.7M -877,027 -35%
Wells Fargo
10
Wells Fargo
California
$114M +$347K +4,922 +0.3%
Morgan Stanley
11
Morgan Stanley
New York
$106M -$5.06M -71,881 -5%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$102M -$302K -4,291 -0.3%
MIS
13
Morningstar Investment Services
Illinois
$89.5M +$27.1M +385,024 +44%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$83.2M -$2.23M -31,625 -3%
HCC
15
Hirtle Callaghan & Co
Pennsylvania
$77.9M
VA
16
Valmark Advisers
Ohio
$68.5M +$839K +11,921 +1%
LPL Financial
17
LPL Financial
California
$59.3M +$3.72M +52,799 +7%
UCFA
18
United Capital Financial Advisors
Texas
$56.8M -$4.69M -66,552 -8%
HW
19
Hancock Whitney
Mississippi
$46.4M -$364K -5,172 -0.8%
SF
20
Synovus Financial
Georgia
$44.3M -$29.1M -412,938 -40%
AWM
21
AE Wealth Management
Kansas
$40.8M -$43M -611,250 -51%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$39.7M +$5.48M +77,817 +16%
SS
23
Simplicity Solutions
Minnesota
$39.6M -$41.8M -593,726 -51%
AI
24
Atria Investments
North Carolina
$35.9M -$7.92M -112,499 -18%
PSUF
25
People's United Financial
Connecticut
$35.2M -$1.29M -18,379 -4%