Vanguard S&P Mid-Cap 400 ETF
IVOO
76 hedge funds and large institutions have $192M invested in Vanguard S&P Mid-Cap 400 ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 7 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 16
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
35% more capital invested
Capital invested by funds: $143M → $192M (+$49.4M)
4.34% more ownership
Funds ownership: 49.41% → 53.74% (+4.3%)
3% more funds holding
Funds holding: 74 → 76 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$16.4M |
| 2 |
Citigroup
New York
|
+$11.5M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$11.5M |
| 4 |
Morgan Stanley
New York
|
+$5.75M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.59M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.68M |
| 3 |
Jane Street
New York
|
-$1.98M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.15M |
| 5 |
TCB
Texas Capital Bancshares
Dallas,
Texas
|
-$1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Envestnet Asset Management
Chicago,
Illinois
| – | -$4.68M | -84,064 | Closed |
|
|
FAAS
77
First Allied Advisory Services
San Diego,
California
| – | -$482K | -8,656 | Closed |
|
|
GWM
78
Greenwich Wealth Management
Greenwich,
Connecticut
| – | -$457K | -8,204 | Closed |
|
|
BA
79
Bristlecone Advisors
Bellevue,
Washington
| – | -$201K | -3,618 | Closed |
|
80
JP Morgan Chase
New York
| – | -$59K | -1,060 | Closed |
|
81
AssetMark Inc
Concord,
California
| – | -$25K | -444 | Closed |
|
|
NFG
82
Next Financial Group
Houston,
Texas
| – | -$9K | -162 | Closed |
|
IVOO Hedge Fund Activity: Q1 2017 in Review
76 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2017, worth a combined $192M — up 35% from $143M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IVOO positions and 7 closed out — a net gain of 4 holders — while 36 added to existing stakes and 16 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $16.4M. The largest seller was Ameriprise, cutting an estimated $9.59M.
- 76 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2017, up from 74 in Q4 2016.
- Funds reported $192M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2017, up 35% quarter-over-quarter.
- 11 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2017 and 7 closed out, a net change of +4 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2017 was Raymond James Financial Services Advisors, an estimated $16.4M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2017 was Ameriprise, an estimated $9.59M sold.
Based on aggregated 13F filings for Q1 2017.