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Vanguard S&P Mid-Cap 400 ETF
IVOO

87 hedge funds and large institutions have $214M invested in Vanguard S&P Mid-Cap 400 ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $190M → $214M (+$23.3M)

6% more funds holding

Funds holding: 82 → 87 (+5)

0.99% more ownership

Funds ownership: 50.05% → 51.03% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
31
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$9.19M
2
Morgan Stanley
Morgan Stanley
New York
+$4.44M
3
LPL Financial
LPL Financial
California
+$3.62M
4
B
Bridgeworth
Alabama
+$2.43M
5
FA
FDx Advisors
Illinois
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$12.1M
2
State Street
State Street
Massachusetts
-$3.84M
3
TSS
Two Sigma Securities
New York
-$2.07M
4
CA
Cetera Advisors
Colorado
-$1.73M
5
PAG
Private Advisor Group
New Jersey
-$982K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
51
Mariner
Kansas
$419K – – –
THWM
52
Taylor Hoffman Wealth Management
Virginia
$381K +$372K +5,958 New
IF
53
IRON Financial
Illinois
$360K – – –
V
54
Veritable
Delaware
$355K -$369K -5,906 -52%
UCFA
55
United Capital Financial Advisors
Texas
$354K – – –
LFS
56
Lutz Financial Services
Nebraska
$335K +$327K +5,238 New
Creative Planning
57
Creative Planning
Kansas
$334K +$107K +1,722 +49%
GC
58
Grimes & Company
Massachusetts
$330K -$24.3K -390 -7%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$281K +$9.36K +150 +4%
SHA
60
Seneca House Advisors
Virginia
$258K +$252K +4,036 New
GFPC
61
Global Financial Private Capital
Florida
$243K +$237K +3,800 New
AP
62
Appleton Partners
Massachusetts
$220K – – –
EWM
63
Endurance Wealth Management
Rhode Island
$216K -$9.36K -150 -4%
US Bancorp
64
US Bancorp
Minnesota
$176K -$6.24K -100 -4%
AWM
65
Avior Wealth Management
Nebraska
$149K +$749 +12 +0.5%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$112K – – –
WTB
67
Washington Trust Bank
Washington
$96K – – –
Citigroup
68
Citigroup
New York
$95K +$29K +464 +45%
IA
69
IFP Advisors
Florida
$74K – – –
CCM
70
Covington Capital Management
California
$69K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$63K +$61.2K +980 New
GRP
72
Global Retirement Partners
California
$52K +$4.62K +74 +10%
SWP
73
Stratos Wealth Partners
Ohio
$38K +$36.7K +588 New
BBA
74
Braun-Bostich & Associates
Pennsylvania
$37K +$35.7K +572 New
RBC
75
Roble Belko & Company
Pennsylvania
$36K – – –
1 2
3
4

IVOO Hedge Fund Activity: Q4 2017 in Review

87 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2017, worth a combined $214M — up 12% from $190M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IVOO positions and 14 closed out — a net gain of 5 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.19M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $12.1M sold.

  • 87 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2017, up from 82 in Q3 2017.
  • Funds reported $214M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2017, up 12% quarter-over-quarter.
  • 19 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2017 and 14 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2017 was Ameriprise, an estimated $9.19M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2017.