Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
37 hedge funds and large institutions have $59.7M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
19% more capital invested
Capital invested by funds: $50.2M → $59.7M (+$9.46M)
16% more funds holding
Funds holding: 32 → 37 (+5)
1.21% more ownership
Funds ownership: 20.39% → 21.6% (+1.2%)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.8M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.24M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.14M |
| 4 |
Morgan Stanley
New York
|
+$1.08M |
| 5 |
LPL Financial
San Diego,
California
|
+$623K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $290K | +$66.6K | +1,222 | +31% |
|
|
FAAS
27
First Allied Advisory Services
San Diego,
California
| $263K | -$353K | -6,472 | -58% |
|
|
VF
28
Virtu Financial
New York
| $218K | -$50.6K | -928 | -19% |
|
29
Creative Planning
Overland Park,
Kansas
| $149K | +$78.4K | +1,438 | +118% |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $99K | +$2.94K | +54 | +3% |
|
|
WA
31
WFG Advisors
Dallas,
Texas
| $89K | +$86.9K | +1,594 | New |
|
32
Fifth Third Bancorp
Cincinnati,
Ohio
| $41K | +$14.7K | +270 | +59% |
|
|
NFG
33
Next Financial Group
Houston,
Texas
| $11K | – | – | – |
|
|
NCM
34
New Capital Management
Houston,
Texas
| $11K | +$10.4K | +190 | New |
|
35
SEI Investments
Oaks,
Pennsylvania
| $10K | +$9.92K | +182 | New |
|
|
IA
36
IFP Advisors
Tampa,
Florida
| $7K | – | – | – |
|
37
Jane Street
New York
| – | -$818K | -15,100 | Closed |
|
IVOG Hedge Fund Activity: Q4 2016 in Review
37 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2016, worth a combined $59.7M — up 19% from $50.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IVOG positions and 1 closed out — a net gain of 5 holders — while 20 added to existing stakes and 6 trimmed.
The largest buyer was UBS Group, adding an estimated $3.8M. The largest seller was Cetera Advisor Networks, cutting an estimated $3.35M.
- 37 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2016, up from 32 in Q3 2016.
- Funds reported $59.7M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2016, up 19% quarter-over-quarter.
- 6 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2016 and 1 closed out, a net change of +5 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2016 was UBS Group, an estimated $3.8M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2016 was Cetera Advisor Networks, an estimated $3.35M sold.
Based on aggregated 13F filings for Q4 2016.