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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
FAAS
76
First Allied Advisory Services
California
$23K +$22.7K +364 New
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.5K – – –
SPIA
78
Steward Partners Investment Advisory
New York
$18K +$5.37K +86 +43%
GWM
79
Geneos Wealth Management
Colorado
$17K – – –
KJWM
80
Kiley Juergens Wealth Management
Washington
$16K +$15.7K +252 New
SBL
81
Sargent Bickham Lagudis
Colorado
$12K – – –
GT
82
Glenmede Trust
Pennsylvania
$5K +$5.37K +86 New
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$125 +2 +3%
CFD
84
Creative Financial Designs
Indiana
$3K -$9.49K -152 -78%
FRA
85
Front Row Advisors
California
$2K +$1.87K +30 New
PCG
86
Private Capital Group
Connecticut
$116 +$114K +1,820 New
JP Morgan Chase
87
JP Morgan Chase
New York
– -$12.1M -200,000 Closed
State Street
88
State Street
Massachusetts
– -$3.84M -63,494 Closed
TSS
89
Two Sigma Securities
New York
– -$2.07M -34,218 Closed
CA
90
Cetera Advisors
Colorado
– -$1.73M -28,582 Closed
ICOA
91
Investment Centers of America
North Dakota
– -$754K -12,488 Closed
VF
92
Virtu Financial
New York
– -$422K -6,980 Closed
SG Americas Securities
93
SG Americas Securities
New York
– -$390K -6,456 Closed
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
– -$305K -5,042 Closed
Citadel Advisors
95
Citadel Advisors
Florida
– -$238K -3,936 Closed
NPC
96
National Planning Corporation
California
– -$225K -3,718 Closed
BA
97
Bristlecone Advisors
Washington
– -$167K -2,758 Closed
SEI Investments
98
SEI Investments
Pennsylvania
– -$44K -732 Closed
AC
99
Alexandria Capital
Virginia
– -$27K -454 Closed
BF
100
BOK Financial
Oklahoma
– -$22K -356 Closed
1 2 3
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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.