Vanguard Mortgage-Backed Securities ETF
VMBS
469 hedge funds and large institutions have $11.3B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 211 increasing their positions, 104 reducing their positions, and 33 closing their positions.
197% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 33
103% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 104
26% more funds holding in top 10
Funds holding in top 10: 39 → 49 (+10)
14% more funds holding
Funds holding: 411 → 469 (+58)
14% more capital invested
Capital invested by funds: $9.91B → $11.3B (+$1.39B)
1.9% more ownership
Funds ownership: 84.31% → 86.21% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$427M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$189M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$174M |
| 4 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$53.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$51.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$25.7M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$18M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$17.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$13.4M |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$9.67M |
VMBS Hedge Fund Activity: Q4 2020 in Review
469 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q4 2020, worth a combined $11.3B — up 14% from $9.91B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new VMBS positions and 33 closed out — a net gain of 65 holders — while 211 added to existing stakes and 104 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $427M. The largest seller was Jane Street, cutting an estimated $25.7M.
- 469 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q4 2020, up from 411 in Q3 2020.
- Funds reported $11.3B of Vanguard Mortgage-Backed Securities ETF stock for Q4 2020, up 14% quarter-over-quarter.
- 98 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q4 2020 and 33 closed out, a net change of +65 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $427M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q4 2020 was Jane Street, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2020.