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Vanguard Long-Term Treasury ETF

29 hedge funds and large institutions have $131M invested in Vanguard Long-Term Treasury ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

24% more capital invested

Capital invested by funds: $106M → $131M (+$25.6M)

16% more funds holding

Funds holding: 2529 (+4)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
8
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$29.6M +$4.34M +54,140 +17%
UCFA
2
United Capital Financial Advisors
Texas
$28.9M +$4.5M +56,096 +18%
Bank of America
3
Bank of America
North Carolina
$28.1M -$5.28M -65,795 -16%
GWM
4
Gupta Wealth Management
California
$12.5M +$12.5M +156,001 New
Wells Fargo
5
Wells Fargo
California
$7.99M -$3.88M -48,310 -33%
Morgan Stanley
6
Morgan Stanley
New York
$6.73M +$4.01M +49,947 +147%
LPL Financial
7
LPL Financial
California
$3.85M +$3.39M +42,254 +818%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$2.51M +$2.49M +31,069 +15,156%
CIA
9
Choate Investment Advisors
Massachusetts
$1.95M +$1.95M +24,280 New
ACM
10
Aviance Capital Management
Florida
$1.51M +$1.51M +18,863 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.43M +$103K +1,278 +8%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$977K +$976K +12,164 New
VKH
13
Virtu KCG Holdings
New York
$917K -$1.88M -23,487 -67%
MAA
14
Managed Account Advisors
New Jersey
$787K +$340K +4,237 +76%
UBS Group
15
UBS Group
Switzerland
$748K -$61K -761 -8%
CCM
16
Chilton Capital Management
Texas
$541K
WB
17
WesBanco Bank
West Virginia
$460K -$440K -5,480 -49%
SS
18
Simplicity Solutions
Minnesota
$381K -$196K -2,442 -34%
MFS
19
MSI Financial Services
Massachusetts
$300K -$4.97K -62 -2%
PNC
20
Park National Corp
Ohio
$298K
DSC
21
Duncker Streett & Co
Missouri
$197K +$7.22K +90 +4%
RPG
22
Risk Paradigm Group
Texas
$197K +$197K +2,450 New
WCM
23
Wealthcare Capital Management
Virginia
$133K
HCM
24
Horrell Capital Management
Arkansas
$84K
IFA
25
Interactive Financial Advisors
Illinois
$47K -$23.7K -296 -34%