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Vanguard Mortgage-Backed Securities ETF

156 hedge funds and large institutions have $2.52B invested in Vanguard Mortgage-Backed Securities ETF in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

84.59% more ownership

Funds ownership: 0%84.59% (+85%)

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

19% more funds holding

Funds holding: 131156 (+25)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0% less capital invested

Capital invested by funds: $2.53B → $2.52B (-$11.4M)

Holders
156
Holders Change
+25
Holders Change %
+19.08%
% of All Funds
3.9%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.33%
New
39
Increased
57
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LG
51
Leuthold Group
Minnesota
$4.17M
AI
52
Atria Investments
North Carolina
$4.16M -$352K -6,629 -8%
TAT
53
TD Ameritrade Trust
Colorado
$3.5M +$88.9K +1,676 +3%
BRWA
54
B. Riley Wealth Advisors
Florida
$3.23M -$135K -2,536 -4%
KFA
55
Kays Financial Advisory
Georgia
$3.12M +$220K +4,148 +7%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.96M +$1.37M +25,810 +84%
AC
57
AFAM Capital
Texas
$2.69M -$649K -12,228 -19%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$2.56M +$2.09M +39,392 +423%
FHA
59
First Horizon Advisors
Tennessee
$2.48M
AA
60
Advisory Alpha
Michigan
$2.23M -$7.43M -139,996 -77%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.22M +$503K +9,471 +29%
FWIA
62
Fort Washington Investment Advisors
Ohio
$2.16M +$2.19M +41,273 New
BCI
63
Brinker Capital Investments
Pennsylvania
$2.14M
HighTower Advisors
64
HighTower Advisors
Illinois
$1.99M +$2.02M +38,026 New
SEI Investments
65
SEI Investments
Pennsylvania
$1.98M -$283K -5,337 -12%
NPC
66
National Planning Corporation
California
$1.97M -$2.9M -54,581 -59%
Jane Street
67
Jane Street
New York
$1.86M +$1.89M +35,545 New
SFA
68
Sequoia Financial Advisors
Ohio
$1.72M +$387K +7,291 +28%
Franklin Resources
69
Franklin Resources
California
$1.67M -$175K -3,305 -9%
FIM
70
Freedom Investment Management
Connecticut
$1.65M +$320K +6,021 +24%
BTW
71
Boston Trust Walden
Massachusetts
$1.42M -$200K -3,770 -12%
ACM
72
Aviance Capital Management
Florida
$1.4M -$4.08M -76,911 -74%
CCA
73
Checchi Capital Advisers
California
$1.39M -$122K -2,300 -8%
AFP
74
Ausdal Financial Partners
Iowa
$1.32M -$6.63K -125 -0.5%
SP
75
Symmetry Partners
Connecticut
$1.25M +$1.26M +23,834 New