Vanguard Mortgage-Backed Securities ETF
VMBS
211 hedge funds and large institutions have $4.19B invested in Vanguard Mortgage-Backed Securities ETF in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 91 increasing their positions, 34 reducing their positions, and 9 closing their positions.
567% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 9
168% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 34
32% more funds holding
Funds holding: 160 → 211 (+51)
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
11% more capital invested
Capital invested by funds: $3.76B → $4.19B (+$426M)
6.78% more ownership
Funds ownership: 84.72% → 91.51% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$65.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$58.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$30.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$23.3M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$10.9M |
| 2 |
CONA
Capital One National Association
New York
|
-$8.44M |
| 3 |
SI
SII Investments
Appleton,
Wisconsin
|
-$7.92M |
| 4 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
-$6.39M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$4.62M |
VMBS Hedge Fund Activity: Q4 2017 in Review
211 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mortgage-Backed Securities ETF (VMBS) for Q4 2017, worth a combined $4.19B — up 11% from $3.76B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new VMBS positions and 9 closed out — a net gain of 51 holders — while 91 added to existing stakes and 34 trimmed.
The largest buyer was IndexIQ Advisors, adding an estimated $65.9M. The largest seller was Investment Centers of America, exiting entirely with an estimated $10.9M sold.
- 211 institutional investors held Vanguard Mortgage-Backed Securities ETF (VMBS) as of Q4 2017, up from 160 in Q3 2017.
- Funds reported $4.19B of Vanguard Mortgage-Backed Securities ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 60 funds opened new Vanguard Mortgage-Backed Securities ETF positions in Q4 2017 and 9 closed out, a net change of +51 holders.
- The largest Vanguard Mortgage-Backed Securities ETF buyer in Q4 2017 was IndexIQ Advisors, an estimated $65.9M added.
- The largest Vanguard Mortgage-Backed Securities ETF seller in Q4 2017 was Investment Centers of America, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2017.