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Vanguard S&P Mid-Cap 400 ETF
IVOO
IVOO
63 hedge funds and large institutions have $102M invested in Vanguard S&P Mid-Cap 400 ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
21% more funds holding
Funds holding: 52 → 63 (+11)
12% more capital invested
Capital invested by funds: $90.8M → $102M (+$11M)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
1.19% more ownership
Funds ownership: 47.66% → 48.85% (+1.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
63
Holders Change
+11
Holders Change %
+21.15%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
19
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.09M |
| 3 |
VF
Virtu Financial
New York
|
+$804K |
| 4 |
Jane Street
New York
|
+$561K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$529K |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$4.04M |
| 2 |
Morgan Stanley
New York
|
-$2.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 4 |
AIG
American International Group
New York
|
-$805K |
| 5 |
TCB
Texas Capital Bancshares
Dallas,
Texas
|
-$494K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTB
51
Washington Trust Bank
Spokane,
Washington
| $75K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $69K | – | – | – |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $62K | +$60.8K | +1,230 | New |
|
|
MFS
54
MSI Financial Services
Springfield,
Massachusetts
| $55K | +$8.99K | +182 | +20% |
|
|
IWMPD
55
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $30K | +$29.6K | +600 | New |
|
|
RBC
56
Roble Belko & Company
Sewickley,
Pennsylvania
| $28K | – | – | – |
|
|
S
57
SignatureFD
Atlanta,
Georgia
| $18K | +$18.1K | +366 | New |
|
|
SBL
58
Sargent Bickham Lagudis
Boulder,
Colorado
| $14K | – | – | – |
|
|
AC
59
Alexandria Capital
Arlington,
Virginia
| $11K | – | – | – |
|
|
IA
60
IFP Advisors
Tampa,
Florida
| $10K | +$1.58K | +32 | +19% |
|
61
Citigroup
New York
| $5K | -$3.75K | -76 | -43% |
|
62
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $5K | – | – | – |
|
|
63
Citadel Advisors
Miami,
Florida
| – | -$1.15M | -23,660 | Closed |
|
|
AIG
64
American International Group
New York
| – | -$805K | -16,572 | Closed |
|