Institutional ETF Trading
Institutional Investors Actively Adjust ETF Portfolios; XML Financial Boosts VTI Stake by 24.5%
Anonymous
Recent SEC filings and market-tracking reports show active institutional trading across several broadly diversified ETFs. XML Financial LLC increased its stake in the Vanguard Total Stock Market ETF (VTI) by 24.5% during the fourth quarter, while Strategic Wealth Investment Group LLC sharply cut its VTI holdings by 82.2%. In the inflation-protected space, Palladiem LLC initiated a position in the Vanguard Short-Term Inflation-Protected Securities ETF (VTIP), adding about 64,782 shares. For international income exposure, MCF Advisors LLC dramatically expanded its position in the Vanguard International High Dividend Yield ETF (VYMI) by 3,684.8%. On the factor/income side, Tradition Wealth Management LLC bought a new position in the Goldman Sachs Nasdaq 100 Core Premium Income ETF (GPIQ), taking on about 51,665 shares.
Key Points
1
XML Financial LLC’s VTI position ended the quarter at 7,284 shares, valued at about $2.442 million (after adding 1,433 shares), underscoring that the 24.5% increase translated into a sizable dollar exposure, not just a relative change.
2
Other managers also adjusted VTI holdings during the period: for example, Boyum Wealth Architects LLC increased its stake by 0.3%, ending with 11,653 shares worth about $3.969 million (after buying an additional 30 shares).
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Palladiem LLC’s new VTIP stake was also material within its portfolio: the ETF accounted for 3.0% of Palladiem’s investments and was its 12th-largest position, with the 64,782-share purchase valued at approximately $3.205 million.
4
In VYMI, MCF Advisors LLC ended the quarter with 7,494 shares (after adding 7,296 shares), and one other investor—Capital Advantage Inc.—raised its VYMI position by 4.0% to 410,003 shares worth about $36.9 million.
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For GPIQ, Tradition Wealth Management LLC reported owning about 0.09% of the ETF after buying 51,665 shares worth roughly $2.732 million; the ETF’s reported trading metrics in the article included a market cap of about $3.91 billion, P/E of 33.26, beta of 1.03, and a 52-week range of $47.72 to $59.65.
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