Vanguard Morningstar Mid-Cap ETF
458 hedge funds and large institutions have $6.9B invested in Vanguard Morningstar Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 193 increasing their positions, 149 reducing their positions, and 30 closing their positions.
40% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 30
30% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 149
19% more call options, than puts
Call options by funds: $3.81M | Put options by funds: $3.21M
17.19% more ownership
Funds ownership: 190.39% → 207.58% (+17%)
9% more capital invested
Capital invested by funds: $6.32B → $6.9B (+$576M)
9% more funds holding in top 10
Funds holding in top 10: 44 → 48 (+4)
2% more funds holding
Funds holding: 450 → 458 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$242M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$225M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$222M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$59.1M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$42.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$212M |
| 2 |
Morgan Stanley
New York
|
-$72.7M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$53M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$41M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$18.9M |
VO Hedge Fund Activity: Q1 2016 in Review
458 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q1 2016, worth a combined $6.9B — up 9.1% from $6.32B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VO positions and 30 closed out — a net gain of 12 holders — while 193 added to existing stakes and 149 trimmed.
The largest buyer was Milliman Financial Risk Management, opening a new position worth an estimated $242M. The largest seller was JP Morgan Chase, cutting an estimated $212M.
- 458 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q1 2016, up from 450 in Q4 2015.
- Funds reported $6.9B of Vanguard Morningstar Mid-Cap ETF stock for Q1 2016, up 9.1% quarter-over-quarter.
- 42 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q1 2016 and 30 closed out, a net change of +12 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q1 2016 was Milliman Financial Risk Management, an estimated $242M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q1 2016 was JP Morgan Chase, an estimated $212M sold.
Based on aggregated 13F filings for Q1 2016.