Vanguard S&P Mid-Cap 400 ETF
IVOO
68 hedge funds and large institutions have $117M invested in Vanguard S&P Mid-Cap 400 ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
93% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 15
15% more capital invested
Capital invested by funds: $102M → $117M (+$15.3M)
8% more funds holding
Funds holding: 63 → 68 (+5)
1.57% more ownership
Funds ownership: 48.85% → 50.42% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.46M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.54M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.57M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.17M |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.95M |
| 2 |
VF
Virtu Financial
New York
|
-$816K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$811K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$440K |
| 5 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$208K |
IVOO Hedge Fund Activity: Q3 2016 in Review
68 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2016, worth a combined $117M — up 15% from $102M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IVOO positions and 4 closed out — a net gain of 6 holders — while 29 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.46M. The largest seller was Susquehanna International Group, cutting an estimated $3.95M.
- 68 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2016, up from 63 in Q2 2016.
- Funds reported $117M of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2016, up 15% quarter-over-quarter.
- 10 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2016 and 4 closed out, a net change of +6 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2016 was Morgan Stanley, an estimated $5.46M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2016 was Susquehanna International Group, an estimated $3.95M sold.
Based on aggregated 13F filings for Q3 2016.