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Vanguard Long-Term Treasury ETF

141 hedge funds and large institutions have $1.24B invested in Vanguard Long-Term Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

107% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 28

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

19% more funds holding

Funds holding: 118141 (+23)

7% more capital invested

Capital invested by funds: $1.16B → $1.24B (+$86.4M)

2.06% less ownership

Funds ownership: 54.27%52.21% (-2.1%)

Holders
141
Holders Change
+23
Holders Change %
+19.49%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.2%
New
41
Increased
58
Reduced
28
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
101
Community Bank
New York
$223K +$20.2K +200 +10%
IFWM
102
Institute for Wealth Management
Colorado
$204K +$207K +2,050 New
AIA
103
Alera Investment Advisors
Illinois
$202K +$205K +2,029 New
IA
104
IndexIQ Advisors
New York
$201K -$190K -1,880 -48%
TAIM
105
TD Ameritrade Investment Management
Nebraska
$178K -$8.9K -88 -5%
HSA
106
HBK Sorce Advisory
Pennsylvania
$173K -$155K -1,534 -11%
FHA
107
Flagship Harbor Advisors
Massachusetts
$172K
JCM
108
Jacobi Capital Management
Pennsylvania
$154K +$156K +1,542 New
US Bancorp
109
US Bancorp
Minnesota
$141K -$12.3K -122 -8%
CFA
110
Carroll Financial Associates
North Carolina
$139K +$141K +1,398 New
CFGS
111
Concourse Financial Group Securities
Alabama
$134K +$12.9K +128 +11%
IA
112
IFP Advisors
Florida
$132K +$17.5K +173 +15%
TFGT
113
TS Financial Group (TSFG)
Illinois
$129K +$131K +1,297 New
LAS
114
Lloyd Advisory Services
Georgia
$128K -$3.04K -30 -2%
HFRG
115
Houlihan Financial Resource Group
Virginia
$128K +$137K +1,350 New
NFSG
116
Newbridge Financial Services Group
Florida
$118K +$120K +1,182 New
CF
117
Centaurus Financial
California
$117K -$2.93K -29 -2%
IFA
118
Interactive Financial Advisors
Illinois
$97K +$98.8K +977 New
DSC
119
Duncker Streett & Co
Missouri
$85K +$303 +3 +0.4%
CIAS
120
Capital Investment Advisory Services
North Carolina
$80K -$10.1K -100 -11%
PA
121
Parallel Advisors
California
$57K +$4.96K +49 +9%
CAGAS
122
Capital Advisory Group Advisory Services
Minnesota
$45K +$45.5K +450 New
CIA
123
Choate Investment Advisors
Massachusetts
$43K +$42.9K +424 New
FCM
124
Firestone Capital Management
Florida
$25K
SBL
125
Sargent Bickham Lagudis
Colorado
$18K

VGLT Hedge Fund Activity: Q3 2020 in Review

141 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Treasury ETF (VGLT) for Q3 2020, worth a combined $1.24B — up 7.5% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VGLT positions and 16 closed out — a net gain of 25 holders — while 58 added to existing stakes and 28 trimmed.

The largest buyer was Tidal Investments, opening a new position worth an estimated $65.2M. The largest seller was HSBC Holdings, exiting entirely with an estimated $235M sold.

  • 141 institutional investors held Vanguard Long-Term Treasury ETF (VGLT) as of Q3 2020, up from 118 in Q2 2020.
  • Funds reported $1.24B of Vanguard Long-Term Treasury ETF stock for Q3 2020, up 7.5% quarter-over-quarter.
  • 41 funds opened new Vanguard Long-Term Treasury ETF positions in Q3 2020 and 16 closed out, a net change of +25 holders.
  • The largest Vanguard Long-Term Treasury ETF buyer in Q3 2020 was Tidal Investments, an estimated $65.2M added.
  • The largest Vanguard Long-Term Treasury ETF seller in Q3 2020 was HSBC Holdings, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2020.