Vanguard Mid-Cap ETF
316 hedge funds and large institutions have $3.54B invested in Vanguard Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 91 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
38% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 91
7% more capital invested
Capital invested by funds: $3.3B → $3.54B (+$242M)
4.56% more ownership
Funds ownership: 159.07% → 163.63% (+4.6%)
2% more funds holding
Funds holding: 309 → 316 (+7)
6% less funds holding in top 10
Funds holding in top 10: 34 → 32 (-2)
52% less call options, than puts
Call options by funds: $1.84M | Put options by funds: $3.86M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$132M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$35.5M |
| 3 |
Bank of New York Mellon
New York
|
+$35.1M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$30.3M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$25.8M |
| 2 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$4.2M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.42M |
| 4 |
SPIA
Strategic Point Investment Advisors
Providence,
Rhode Island
|
-$2.9M |
| 5 |
SAMT
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
-$2.48M |
VO Hedge Fund Activity: Q3 2014 in Review
316 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2014, worth a combined $3.54B — up 7.3% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new VO positions and 12 closed out — a net gain of 10 holders — while 126 added to existing stakes and 91 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $132M. The largest seller was AllianceBernstein, cutting an estimated $25.8M.
- 316 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2014, up from 309 in Q2 2014.
- Funds reported $3.54B of Vanguard Mid-Cap ETF stock for Q3 2014, up 7.3% quarter-over-quarter.
- 22 funds opened new Vanguard Mid-Cap ETF positions in Q3 2014 and 12 closed out, a net change of +10 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q3 2014 was JP Morgan Chase, an estimated $132M added.
- The largest Vanguard Mid-Cap ETF seller in Q3 2014 was AllianceBernstein, an estimated $25.8M sold.
Based on aggregated 13F filings for Q3 2014.