Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
58 hedge funds and large institutions have $262M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
186% more capital invested
Capital invested by funds: $91.4M → $262M (+$170M)
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
31.59% more ownership
Funds ownership: 25.78% → 57.37% (+32%)
18% more funds holding
Funds holding: 49 → 58 (+9)
Top Buyers
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$6.54M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.62M |
| 3 |
Goldman Sachs
New York
|
-$1.52M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.16M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
51
Stratos Wealth Partners
Beachwood,
Ohio
| $77K | +$76.1K | +1,164 | New |
|
52
SEI Investments
Oaks,
Pennsylvania
| $44K | +$10.3K | +158 | +31% |
|
53
Fifth Third Bancorp
Cincinnati,
Ohio
| $30K | – | – | – |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $8K | – | – | – |
|
|
GT
55
Glenmede Trust
Philadelphia,
Pennsylvania
| $5K | +$5.49K | +84 | New |
|
|
GRP
56
Global Retirement Partners
San Rafael,
California
| $3K | – | – | – |
|
|
57
Goldman Sachs
New York
| – | -$1.52M | -24,296 | Closed |
|
|
PAG
58
Private Advisor Group
Morristown,
New Jersey
| – | -$874K | -13,748 | Closed |
|
59
SG Americas Securities
New York
| – | -$621K | -9,894 | Closed |
|
|
NCM
60
New Capital Management
Houston,
Texas
| – | -$12K | -190 | Closed |
|
IVOG Hedge Fund Activity: Q4 2017 in Review
58 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2017, worth a combined $262M — up 186% from $91.4M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IVOG positions and 4 closed out — a net gain of 10 holders — while 21 added to existing stakes and 15 trimmed.
The largest buyer was Jane Street, adding an estimated $49.2M. The largest seller was JP Morgan Chase, cutting an estimated $6.54M.
- 58 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2017, up from 49 in Q3 2017.
- Funds reported $262M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2017, up 186% quarter-over-quarter.
- 14 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2017 and 4 closed out, a net change of +10 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2017 was Jane Street, an estimated $49.2M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2017 was JP Morgan Chase, an estimated $6.54M sold.
Based on aggregated 13F filings for Q4 2017.