Vanguard Mortgage-Backed Securities ETF
VMBS
78 hedge funds and large institutions have $715M invested in Vanguard Mortgage-Backed Securities ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 13 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 16
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more capital invested
Capital invested by funds: $565M → $715M (+$149M)
5% more funds holding
Funds holding: 74 → 78 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFS
Rockefeller Financial Services
New York
|
+$27.3M |
| 2 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
+$18.2M |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$9.77M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$9.6M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$3.9M |
| 2 |
Barclays
London,
United Kingdom
|
-$3.3M |
| 3 |
Goldman Sachs
New York
|
-$2.91M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$2.69M |
| 5 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$1.2M |
VMBS Hedge Fund Activity: Q4 2014 in Review
78 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q4 2014, worth a combined $715M — up 26% from $565M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VMBS positions and 13 closed out — a net gain of 6 holders — while 33 added to existing stakes and 16 trimmed.
The largest buyer was Rockefeller Financial Services, adding an estimated $27.3M. The largest seller was Investment Centers of America, exiting entirely with an estimated $3.9M sold.
- 78 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q4 2014, up from 74 in Q3 2014.
- Funds reported $715M of Vanguard Mortgage-Backed Securities ETF stock for Q4 2014, up 26% quarter-over-quarter.
- 19 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q4 2014 and 13 closed out, a net change of +6 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q4 2014 was Rockefeller Financial Services, an estimated $27.3M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q4 2014 was Investment Centers of America, an estimated $3.9M sold.
Based on aggregated 13F filings for Q4 2014.