Vanguard S&P Small-Cap 600 ETF
VIOO
74 hedge funds and large institutions have $195M invested in Vanguard S&P Small-Cap 600 ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
18% more capital invested
Capital invested by funds: $165M → $195M (+$30.1M)
16% more funds holding
Funds holding: 64 → 74 (+10)
5.55% less ownership
Funds ownership: 70.71% → 65.16% (-5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RGI
River Global Investors
London,
United Kingdom
|
+$13M |
| 2 |
GA
Geneva Advisors
Chicago,
Illinois
|
+$7.72M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.12M |
| 4 |
Morgan Stanley
New York
|
+$4.86M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.96M |
| 2 |
Goldman Sachs
New York
|
-$3.14M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$2.34M |
| 4 |
Jane Street
New York
|
-$2.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
SEI Investments
Oaks,
Pennsylvania
| – | -$47K | -760 | Closed |
|
|
NFG
77
Next Financial Group
Houston,
Texas
| – | -$29K | -460 | Closed |
|
|
MWM
78
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | +$250 | +4 | New |
|
VIOO Hedge Fund Activity: Q1 2017 in Review
74 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 ETF (VIOO) for Q1 2017, worth a combined $195M — up 18% from $165M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VIOO positions and 6 closed out — a net gain of 11 holders — while 29 added to existing stakes and 14 trimmed.
The largest buyer was River Global Investors, opening a new position worth an estimated $13M. The largest seller was Ameriprise, cutting an estimated $5.96M.
- 74 institutional investors held Vanguard S&P Small-Cap 600 ETF (VIOO) as of Q1 2017, up from 64 in Q4 2016.
- Funds reported $195M of Vanguard S&P Small-Cap 600 ETF stock for Q1 2017, up 18% quarter-over-quarter.
- 17 funds opened new Vanguard S&P Small-Cap 600 ETF positions in Q1 2017 and 6 closed out, a net change of +11 holders.
- The largest Vanguard S&P Small-Cap 600 ETF buyer in Q1 2017 was River Global Investors, an estimated $13M added.
- The largest Vanguard S&P Small-Cap 600 ETF seller in Q1 2017 was Ameriprise, an estimated $5.96M sold.
Based on aggregated 13F filings for Q1 2017.