Vanguard S&P Small-Cap 600 ETF
VIOO
64 hedge funds and large institutions have $165M invested in Vanguard S&P Small-Cap 600 ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
140% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 10
37% more capital invested
Capital invested by funds: $121M → $165M (+$44.5M)
28% more funds holding
Funds holding: 50 → 64 (+14)
1.79% more ownership
Funds ownership: 68.92% → 70.71% (+1.8%)
Top Buyers
| 1 |
Jane Street
New York
|
+$5.12M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$4.67M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.11M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.66M |
| 5 |
SG Americas Securities
New York
|
+$2.63M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$2.93M |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$820K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$369K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$283K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$220K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
51
D.A. Davidson & Co
Great Falls,
Montana
| $106K | – | – | – |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $81K | +$75.9K | +1,294 | New |
|
53
SEI Investments
Oaks,
Pennsylvania
| $47K | +$44.6K | +760 | New |
|
54
Envestnet Asset Management
Chicago,
Illinois
| $41K | -$91.8K | -1,566 | -71% |
|
|
RBC
55
Roble Belko & Company
Sewickley,
Pennsylvania
| $31K | – | – | – |
|
|
AC
56
Alexandria Capital
Arlington,
Virginia
| $29K | – | – | – |
|
|
NFG
57
Next Financial Group
Houston,
Texas
| $29K | +$6.8K | +116 | +34% |
|
58
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | – | – | – |
|
|
GRP
59
Global Retirement Partners
San Rafael,
California
| $20K | +$18.8K | +320 | New |
|
|
WEC
60
Winslow Evans & Crocker
Boston,
Massachusetts
| $17.9K | -$9.85K | -168 | -37% |
|
|
SBL
61
Sargent Bickham Lagudis
Boulder,
Colorado
| $10K | – | – | – |
|
|
GWM
62
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
TH
63
Timber Hill
Greenwich,
Connecticut
| – | -$820K | -14,526 | Closed |
|
VIOO Hedge Fund Activity: Q4 2016 in Review
64 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q4 2016, worth a combined $165M — up 37% from $121M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new VIOO positions and 1 closed out — a net gain of 14 holders — while 24 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, adding an estimated $5.12M. The largest seller was Goldman Sachs, cutting an estimated $2.93M.
- 64 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q4 2016, up from 50 in Q3 2016.
- Funds reported $165M of Vanguard S&P Small-Cap 600 ETF stock for Q4 2016, up 37% quarter-over-quarter.
- 15 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q4 2016 and 1 closed out, a net change of +14 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q4 2016 was Jane Street, an estimated $5.12M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q4 2016 was Goldman Sachs, an estimated $2.93M sold.
Based on aggregated 13F filings for Q4 2016.