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Vanguard Mortgage-Backed Securities ETF

411 hedge funds and large institutions have $9.91B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 212 increasing their positions, 86 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 86

38% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 42

8% more capital invested

Capital invested by funds: $9.19B → $9.91B (+$726M)

3.8% more ownership

Funds ownership: 80.51%84.31% (+3.8%)

3% more funds holding

Funds holding: 400411 (+11)

0% more funds holding in top 10

Funds holding in top 10: 3939 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $262K

Holders
411
Holders Change
+11
Holders Change %
+2.75%
% of All Funds
8.29%
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
58
Increased
212
Reduced
86
Closed
42
Calls
Puts
$262K
Net Calls
-$262K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
101
Biltmore Capital Advisors
New Jersey
$6.53M +$619K +11,397 +10%
NEAM
102
New England Asset Management
Connecticut
$6.5M +$6.5M +119,700 New
SEI Investments
103
SEI Investments
Pennsylvania
$6.38M -$1.52M -27,999 -19%
AA
104
ALPS Advisors
Colorado
$6.16M -$4.77M -87,730 -44%
WAM
105
Wakefield Asset Management
Colorado
$5.98M -$49.4K -910 -0.8%
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$5.51M +$343K +6,314 +7%
ICMP
107
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.37M +$31K +571 +0.6%
Renaissance Technologies
108
Renaissance Technologies
New York
$5.23M +$4.27M +78,500 +441%
PA
109
Parkside Advisors
California
$5.13M +$1.78M +32,822 +53%
FIM
110
Freedom Investment Management
Connecticut
$5.04M -$305K -5,616 -6%
HW
111
Hancock Whitney
Mississippi
$4.94M +$828K +15,241 +20%
HP
112
HT Partners
Connecticut
$4.9M +$52.1K +959 +1%
BCM
113
Brookstone Capital Management
Illinois
$4.75M +$2.1M +38,590 +79%
SWG
114
Summit Wealth Group
Vermont
$4.68M +$98.8K +1,818 +2%
BWM
115
Brickley Wealth Management
California
$4.52M +$1.52K +28 +0%
CCA
116
Checchi Capital Advisers
California
$4.47M +$247K +4,545 +6%
FNT
117
First National Trust
Pennsylvania
$4.41M +$7.17K +132 +0.2%
CS
118
Comerica Securities
Michigan
$4.36M +$4.13M +75,937 +1,743%
DFG
119
DWM Financial Group
Illinois
$4.27M +$215K +3,960 +5%
CIP
120
Capital Insight Partners
Arizona
$4.25M -$3.26K -60 -0.1%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$4.17M +$3.05M +56,200 +273%
TWA
122
Tillar-Wenstrup Advisors
Ohio
$4.16M +$55.8K +1,027 +1%
LWM
123
Lionsbridge Wealth Management
Florida
$4.15M +$707K +13,002 +20%
APC
124
Aspire Private Capital
North Carolina
$4.15M +$62.2K +1,145 +2%
SIA
125
Strategic Investment Advisors
Michigan
$3.96M +$451K +8,308 +13%