Vanguard S&P Mid-Cap 400 ETF
IVOO
28 hedge funds and large institutions have $44.6M invested in Vanguard S&P Mid-Cap 400 ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
68% more capital invested
Capital invested by funds: $26.6M → $44.6M (+$18M)
17% more funds holding
Funds holding: 24 → 28 (+4)
9.89% more ownership
Funds ownership: 30.17% → 40.06% (+9.9%)
Top Buyers
| 1 |
TCB
Texas Capital Bancshares
Dallas,
Texas
|
+$17.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$767K |
| 3 |
VF
Virtu Financial
New York
|
+$740K |
| 4 |
HJA
Hugh Johnson Advisors
Albany,
New York
|
+$383K |
| 5 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
+$350K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $88K | +$49.3K | +1,200 | +133% |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $64K | +$63K | +1,532 | New |
|
|
AIG
28
American International Group
New York
| $12.6K | – | – | – |
|
|
RJFSA
29
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$3.49M | -89,740 | Closed |
|
|
FHB
30
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$209K | -5,370 | Closed |
|
|
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| – | -$7K | -168 | Closed |
|
IVOO Hedge Fund Activity: Q3 2013 in Review
28 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2013, worth a combined $44.6M — up 68% from $26.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVOO positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Texas Capital Bancshares, opening a new position worth an estimated $17.1M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $3.49M sold.
- 28 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2013, up from 24 in Q2 2013.
- Funds reported $44.6M of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2013, up 68% quarter-over-quarter.
- 7 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2013 and 3 closed out, a net change of +4 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2013 was Texas Capital Bancshares, an estimated $17.1M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $3.49M sold.
Based on aggregated 13F filings for Q3 2013.