Vanguard S&P Mid-Cap 400 ETF
IVOO
74 hedge funds and large institutions have $143M invested in Vanguard S&P Mid-Cap 400 ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
22% more capital invested
Capital invested by funds: $117M → $143M (+$25.5M)
9% more funds holding
Funds holding: 68 → 74 (+6)
1.02% less ownership
Funds ownership: 50.42% → 49.41% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.36M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.23M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.12M |
| 4 |
Jane Street
New York
|
+$2.01M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.44M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$581K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$267K |
| 4 |
TCB
Texas Capital Bancshares
Dallas,
Texas
|
-$215K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$156K |
IVOO Hedge Fund Activity: Q4 2016 in Review
74 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2016, worth a combined $143M — up 22% from $117M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IVOO positions and 5 closed out — a net gain of 7 holders — while 27 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.36M. The largest seller was Morgan Stanley, cutting an estimated $6.44M.
- 74 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2016, up from 68 in Q3 2016.
- Funds reported $143M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2016, up 22% quarter-over-quarter.
- 12 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2016 and 5 closed out, a net change of +7 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2016 was LPL Financial, an estimated $3.36M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2016 was Morgan Stanley, an estimated $6.44M sold.
Based on aggregated 13F filings for Q4 2016.