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.
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%)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$11.8M |
| 2 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
+$2.82M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.05M |
| 4 |
TSS
Two Sigma Securities
New York
|
+$2.01M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$1.84M |
Top Sellers
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.9M |
| 2 |
B
Bridgeworth
Birmingham,
Alabama
|
-$5.78M |
| 3 |
Morgan Stanley
New York
|
-$3.59M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$1.39M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$973K |
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.