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Vanguard S&P Mid-Cap 400 ETF
IVOO

82 hedge funds and large institutions have $190M invested in Vanguard S&P Mid-Cap 400 ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more funds holding

Funds holding: 78 → 82 (+4)

1% more capital invested

Capital invested by funds: $188M → $190M (+$2.56M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.12% less ownership

Funds ownership: 51.16% → 50.05% (-1.1%)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
30
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$11.8M
2
HCM
Hollencrest Capital Management
California
+$2.82M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.05M
4
TSS
Two Sigma Securities
New York
+$2.01M
5
FA
FDx Advisors
Illinois
+$1.84M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$13.9M
2
B
Bridgeworth
Alabama
-$5.78M
3
Morgan Stanley
Morgan Stanley
New York
-$3.59M
4
KeyBank National Association
KeyBank National Association
Ohio
-$1.39M
5
FTUS
Flow Traders U.S.
New York
-$973K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K – – –
GWM
77
Geneos Wealth Management
Colorado
$16K – – –
CFD
78
Creative Financial Designs
Indiana
$12K +$118 +2 +1%
SBL
79
Sargent Bickham Lagudis
Colorado
$11K – – –
SPIA
80
Steward Partners Investment Advisory
New York
$11K +$10.7K +182 +1,138%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
KeyBank National Association
82
KeyBank National Association
Ohio
– -$1.39M -23,644 Closed
FTUS
83
Flow Traders U.S.
New York
– -$973K -16,570 Closed
Jane Street
84
Jane Street
New York
– -$965K -16,432 Closed
TBA
85
Train Babcock Advisors
New York
– -$593K -10,090 Closed
TH
86
Timber Hill
Connecticut
– -$517K -8,804 Closed
CAN
87
Cetera Advisor Networks
California
– -$202K -3,454 Closed
NFG
88
Next Financial Group
Texas
– -$170K -2,886 Closed
GT
89
Glenmede Trust
Pennsylvania
– -$48K -842 Closed
1 2 3
4

IVOO Hedge Fund Activity: Q3 2017 in Review

82 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2017, worth a combined $190M — up 1.4% from $188M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IVOO positions and 8 closed out — a net gain of 4 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $11.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $13.9M.

  • 82 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2017, up from 78 in Q2 2017.
  • Funds reported $190M of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2017, up 1.4% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2017 and 8 closed out, a net change of +4 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $11.8M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2017 was Raymond James Financial Services Advisors, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2017.