Vanguard Mortgage-Backed Securities ETF
VMBS
46 hedge funds and large institutions have $289M invested in Vanguard Mortgage-Backed Securities ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
5% more funds holding
Funds holding: 44 → 46 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18% less capital invested
Capital invested by funds: $353M → $289M (-$63.9M)
50% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.26M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.01M |
| 3 |
BCM
Bluefin Capital Management
New York
|
+$1.38M |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$865K |
| 5 |
LG
Laidlaw Group
Bedford Hills,
New York
|
+$857K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
-$60.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.62M |
| 3 |
SI
SII Investments
Appleton,
Wisconsin
|
-$2.31M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.16M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.07M |
VMBS Hedge Fund Activity: Q3 2013 in Review
46 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q3 2013, worth a combined $289M — down 18% from $353M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VMBS positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $5.26M. The largest seller was Aegon USA Investment Management, cutting an estimated $60.6M.
- 46 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q3 2013, up from 44 in Q2 2013.
- Funds reported $289M of Vanguard Mortgage-Backed Securities ETF stock for Q3 2013, down 18% quarter-over-quarter.
- 7 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q3 2013 and 3 closed out, a net change of +4 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q3 2013 was Bank of America, an estimated $5.26M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q3 2013 was Aegon USA Investment Management, an estimated $60.6M sold.
Based on aggregated 13F filings for Q3 2013.