Vanguard Morningstar Mid-Cap ETF
494 hedge funds and large institutions have $7.53B invested in Vanguard Morningstar Mid-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 214 increasing their positions, 140 reducing their positions, and 19 closing their positions.
126% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 19
80% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $5.78M
53% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 140
16% more funds holding in top 10
Funds holding in top 10: 43 → 50 (+7)
10% more capital invested
Capital invested by funds: $6.87B → $7.53B (+$662M)
4% more funds holding
Funds holding: 477 → 494 (+17)
0.9% more ownership
Funds ownership: 197.21% → 198.11% (+0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$84.2M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$62.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$56M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$52.5M |
| 5 |
JP Morgan Chase
New York
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$72.5M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$48.2M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$15.3M |
| 4 |
Jane Street
New York
|
-$10.8M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$8.45M |
VO Hedge Fund Activity: Q3 2016 in Review
494 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q3 2016, worth a combined $7.53B — up 9.6% from $6.87B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new VO positions and 19 closed out — a net gain of 24 holders — while 214 added to existing stakes and 140 trimmed.
The largest buyer was Catalyst Capital Advisors, opening a new position worth an estimated $84.2M. The largest seller was United Services Automobile Association, cutting an estimated $72.5M.
- 494 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q3 2016, up from 477 in Q2 2016.
- Funds reported $7.53B of Vanguard Morningstar Mid-Cap ETF stock for Q3 2016, up 9.6% quarter-over-quarter.
- 43 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q3 2016 and 19 closed out, a net change of +24 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q3 2016 was Catalyst Capital Advisors, an estimated $84.2M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q3 2016 was United Services Automobile Association, an estimated $72.5M sold.
Based on aggregated 13F filings for Q3 2016.