Vanguard S&P Mid-Cap 400 ETF
IVOO
63 hedge funds and large institutions have $102M invested in Vanguard S&P Mid-Cap 400 ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
21% more funds holding
Funds holding: 52 → 63 (+11)
12% more capital invested
Capital invested by funds: $90.8M → $102M (+$11M)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
1.19% more ownership
Funds ownership: 47.66% → 48.85% (+1.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.09M |
| 3 |
VF
Virtu Financial
New York
|
+$804K |
| 4 |
Jane Street
New York
|
+$561K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$529K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.04M |
| 2 |
Morgan Stanley
New York
|
-$2.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 4 |
AIG
American International Group
New York
|
-$805K |
| 5 |
TCB
Texas Capital Bancshares
Dallas,
Texas
|
-$494K |
IVOO Hedge Fund Activity: Q2 2016 in Review
63 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2016, worth a combined $102M — up 12% from $90.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IVOO positions and 2 closed out — a net gain of 11 holders — while 19 added to existing stakes and 17 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $6.9M. The largest seller was LPL Financial, cutting an estimated $4.04M.
- 63 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2016, up from 52 in Q1 2016.
- Funds reported $102M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2016, up 12% quarter-over-quarter.
- 13 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2016 and 2 closed out, a net change of +11 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2016 was Ameriprise, an estimated $6.9M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2016 was LPL Financial, an estimated $4.04M sold.
Based on aggregated 13F filings for Q2 2016.