Vanguard S&P Mid-Cap 400 ETF
IVOO
78 hedge funds and large institutions have $188M invested in Vanguard S&P Mid-Cap 400 ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 76 → 78 (+2)
2% less capital invested
Capital invested by funds: $192M → $188M (-$4.25M)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
2.58% less ownership
Funds ownership: 53.74% → 51.16% (-2.6%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.46M |
| 2 |
Morgan Stanley
New York
|
+$6.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$3.7M |
| 4 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$2.9M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$2.17M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
76
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $3K | – | – | – |
|
|
CS
77
Credit Suisse
Zurich,
Switzerland
| – | -$11.6M | -200,000 | Closed |
|
78
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.53M | -26,492 | Closed |
|
|
VF
79
Virtu Financial
New York
| – | -$1.06M | -18,400 | Closed |
|
|
SPIA
80
Steward Partners Investment Advisory
New York
| – | +$933 | +16 | New |
|
IVOO Hedge Fund Activity: Q2 2017 in Review
78 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2017, worth a combined $188M — down 2.2% from $192M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IVOO positions and 3 closed out — a net gain of 2 holders — while 26 added to existing stakes and 27 trimmed.
The largest buyer was Ameriprise, adding an estimated $8.46M. The largest seller was Citigroup, cutting an estimated $11.7M.
- 78 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2017, up from 76 in Q1 2017.
- Funds reported $188M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2017, down 2.2% quarter-over-quarter.
- 5 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2017 and 3 closed out, a net change of +2 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2017 was Ameriprise, an estimated $8.46M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2017 was Citigroup, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2017.