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Vanguard Mortgage-Backed Securities ETF

131 hedge funds and large institutions have $2.53B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $2.16B → $2.53B (+$370M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2% more funds holding

Funds holding: 129131 (+2)

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
3.5%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
12
Increased
68
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$17.4M +$4.19M +77,835 +32%
RJA
27
Raymond James & Associates
Florida
$14.9M -$3.35M -62,227 -18%
SI
28
SII Investments
Wisconsin
$14.3M +$369K +6,862 +3%
AG
29
Advisor Group
Arizona
$13.4M +$3.33M +61,817 +33%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$11M +$212K +3,941 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$3.21M +59,659 +42%
ERIM
32
Eagle Ridge Investment Management
Connecticut
$9.88M +$529K +9,823 +6%
AA
33
Advisory Alpha
Michigan
$9.85M +$692K +12,852 +8%
MIS
34
Morningstar Investment Services
Illinois
$9.59M +$5.55M +103,055 +138%
BCM
35
Bluefin Capital Management
New York
$8.53M +$8.5M +158,020 New
TFA
36
Transamerica Financial Advisors
Florida
$7.75M +$1.12M +20,775 +17%
WF
37
WealthTrust Fairport
Ohio
$7.72M +$281K +5,225 +4%
Stifel Financial
38
Stifel Financial
Missouri
$7.71M +$347K +6,445 +5%
ICOA
39
Investment Centers of America
North Dakota
$7.62M +$735K +13,661 +11%
ST
40
Spinnaker Trust
Maine
$7.21M -$195K -3,628 -3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$6.85M +$6.83M +126,998 New
FA
42
FC Advisory
Pennsylvania
$6.04M +$58.8K +1,092 +1%
HP
43
HT Partners
Connecticut
$5.92M +$215K +3,988 +4%
ACM
44
Aviance Capital Management
Florida
$5.59M +$4.56M +84,816 +449%
QA
45
Quantitative Advantage
Minnesota
$5.42M -$118K -2,190 -2%
Allianz Asset Management
46
Allianz Asset Management
Germany
$5.26M -$2.74M -50,972 -34%
FIM
47
Frontier Investment Management
Texas
$5.24M +$522K +9,704 New
NPC
48
National Planning Corporation
California
$4.96M -$204K -3,783 -4%
AI
49
Atria Investments
North Carolina
$4.65M +$3.93M +73,071 +558%
LG
50
Leuthold Group
Minnesota
$4.3M