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Vanguard Mortgage-Backed Securities ETF

157 hedge funds and large institutions have $3.45B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 34

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

12% more capital invested

Capital invested by funds: $3.1B → $3.45B (+$357M)

5% more funds holding

Funds holding: 150157 (+7)

7.14% less ownership

Funds ownership: 90.04%82.91% (-7.1%)

Holders
157
Holders Change
+7
Holders Change %
+4.67%
% of All Funds
3.91%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.32%
New
23
Increased
75
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$6.98M -$78.7K -1,493 -1%
LG
52
Leuthold Group
Minnesota
$6.75M +$2.56M +48,556 +61%
WF
53
WealthTrust Fairport
Ohio
$6.54M -$1.5M -28,487 -19%
FA
54
FC Advisory
Pennsylvania
$5.66M -$177K -3,365 -3%
SB
55
Suntrust Banks
Georgia
$5.09M +$311K +5,903 +7%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$4.8M +$479K +9,081 +11%
AI
57
Atria Investments
North Carolina
$4.28M -$305K -5,783 -7%
FIM
58
Freedom Investment Management
Connecticut
$4.2M +$1.95M +36,975 +86%
SEI Investments
59
SEI Investments
Pennsylvania
$3.76M +$606K +11,494 +19%
BRWA
60
B. Riley Wealth Advisors
Florida
$3.53M +$29.5K +560 +0.8%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$3.42M +$337K +6,393 +11%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.41M +$379K +7,179 +12%
KFA
63
Kays Financial Advisory
Georgia
$3.25M +$288K +5,457 +10%
HighTower Advisors
64
HighTower Advisors
Illinois
$3.18M +$386K +7,323 +14%
PCM
65
Peak Capital Management
Colorado
$3.12M +$3.13M +59,283 New
FHA
66
First Horizon Advisors
Tennessee
$3.04M +$233K +4,409 +8%
HJA
67
Hugh Johnson Advisors
New York
$2.92M +$447K +8,470 +18%
SFA
68
Sequoia Financial Advisors
Ohio
$2.39M +$1.15M +21,827 +93%
AA
69
Advisory Alpha
Michigan
$2.19M +$561K +10,629 +35%
BCI
70
Brinker Capital Investments
Pennsylvania
$2.16M
BOH
71
Bank of Hawaii
Hawaii
$2.15M -$19.3K -365 -0.9%
NPC
72
National Planning Corporation
California
$2.06M +$91.6K +1,736 +5%
CCA
73
Clearwater Capital Advisors
Illinois
$2.03M +$439K +8,331 +27%
Franklin Resources
74
Franklin Resources
California
$1.9M +$90.9K +1,724 +5%
SP
75
Symmetry Partners
Connecticut
$1.82M +$403K +7,645 +28%