Vanguard S&P Mid-Cap 400 ETF
IVOO
74 hedge funds and large institutions have $143M invested in Vanguard S&P Mid-Cap 400 ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
22% more capital invested
Capital invested by funds: $117M → $143M (+$25.9M)
10% more funds holding
Funds holding: 67 → 74 (+7)
0.87% less ownership
Funds ownership: 50.27% → 49.41% (-0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.36M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.23M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.12M |
| 4 |
Jane Street
New York
|
+$2.01M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.44M |
| 2 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
-$2.32M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$581K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$267K |
| 5 |
TCB
Texas Capital Bancshares
Dallas,
Texas
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWMPD
76
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$31K | -600 | Closed |
|
77
SEI Investments
Oaks,
Pennsylvania
| – | -$22K | -414 | Closed |
|
|
JFA
78
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$19K | -366 | Closed |
|
|
S
79
SignatureFD
Atlanta,
Georgia
| – | -$19K | -366 | Closed |
|
IVOO Hedge Fund Activity: Q4 2016 in Review
74 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2016, worth a combined $143M — up 22% from $117M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IVOO positions and 6 closed out — a net gain of 7 holders — while 26 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.36M. The largest seller was Morgan Stanley, cutting an estimated $6.44M.
- 74 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2016, up from 67 in Q3 2016.
- Funds reported $143M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2016, up 22% quarter-over-quarter.
- 13 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2016 and 6 closed out, a net change of +7 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2016 was LPL Financial, an estimated $3.36M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2016 was Morgan Stanley, an estimated $6.44M sold.
Based on aggregated 13F filings for Q4 2016.