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Vanguard Mortgage-Backed Securities ETF

160 hedge funds and large institutions have $3.76B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 28

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $3.45B → $3.76B (+$306M)

2% more funds holding

Funds holding: 157160 (+3)

1.82% more ownership

Funds ownership: 82.91%84.72% (+1.8%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
160
Holders Change
+3
Holders Change %
+1.91%
% of All Funds
3.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.27%
New
22
Increased
86
Reduced
28
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IndexIQ Advisors
New York
$1.7M -$35.3M -667,861 -95%
AA
77
Alesco Advisors
New York
$1.69M +$445K +8,415 +36%
GAM
78
Gould Asset Management
California
$1.49M +$219K +4,155 +17%
BTW
79
Boston Trust Walden
Massachusetts
$1.46M +$26.4K +500 +2%
AA
80
Advisory Alpha
Michigan
$1.26M -$925K -17,505 -42%
FWIA
81
Fort Washington Investment Advisors
Ohio
$1.22M -$458K -8,669 -27%
CHAM
82
Clear Harbor Asset Management
Connecticut
$1.18M +$12.9K +245 +1%
QA
83
Quantitative Advantage
Minnesota
$1.14M -$91.7K -1,735 -7%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$1.08M +$1.08M +20,464 New
MML Investors Services
85
MML Investors Services
Massachusetts
$1.07M +$440K +8,330 +70%
IAA
86
Ironsides Asset Advisors
North Carolina
$1.06M +$528K +10,000 +100%
WI
87
WBI Investments
New Jersey
$1.04M +$1.04M +19,750 New
BOH
88
Bank of Hawaii
Hawaii
$1.01M -$1.14M -21,619 -53%
LNWWM
89
Laird Norton Wetherby Wealth Management
California
$975K
US Bancorp
90
US Bancorp
Minnesota
$921K +$352K +6,673 +62%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$909K -$89.3K -1,691 -9%
CCA
92
Checchi Capital Advisers
California
$905K
Betterment LLC
93
Betterment LLC
New York
$900K +$185K +3,501 +26%
ASN
94
Advisory Services Network
Georgia
$896K +$813K +15,386 +966%
PAG
95
Private Advisor Group
New Jersey
$886K +$197K +3,738 +29%
OMC
96
Old Mission Capital
Illinois
$860K +$861K +16,295 New
RA
97
RFG Advisory
Alabama
$858K +$859K +16,254 New
MCM
98
Millie Capital Management
California
$851K -$52.1K -986 -6%
Truist Financial
99
Truist Financial
North Carolina
$845K +$846K +16,011 New
AC
100
AFAM Capital
Texas
$773K -$4.33K -82 -0.6%