SEC 13F Intelligence

Managers / Q2 2020 · view latest →

Vident Investment Advisory, LLC

CIK 0001634047 · 1125 SANCTUARY PARKWAY, SUITE 515, ALPHARETTA, GA, 30009 · 404-487-1961

Reported Value
$1.9B
Q2 2020
Positions
1,392
Filings on Record
23
2019–present window
Filed
Jul 28, 2020
amendment (RESTATEMENT)

Summary

Vident Investment Advisory, LLC reported $1.9B in U.S.-listed holdings across 1,392 positions for Q2 2020.

Its largest position, ENB, represents 1.2% of the portfolio.

Compared with Q1 2020, the fund opened 115 new positions and exited 64.

Portfolio Metrics

Turnover
+6.0%
vs prior filed quarter
Top-10 Concentration
+11.1%
share of reported value
Largest Position
+1.2%
Enbridge
New / Exited
115 / 64
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.8BQ4 ’18Q1 ’19: $1.9BQ2 ’19: $1.2BQ3 ’19: $1.1BQ3 ’19Q4 ’19: $1.6BQ1 ’20: $1.5BQ2 ’20: $1.9BQ2 ’20Q3 ’20: $2.0BQ4 ’20: $2.5BQ1 ’21: $3.0BQ1 ’21Q2 ’21: $3.3BQ3 ’21: $3.3BQ4 ’21: $3.8BQ4 ’21Q1 ’22: $3.8BQ2 ’22: $3.3BQ3 ’22: $3.1BQ3 ’22Q4 ’22: $2.7BQ1 ’23: $3.1BQ2 ’23: $2.9BQ2 ’23Q3 ’23: $0filingsflow.com

Portfolio Composition

By security type
Common Stock: 84.7%REIT: 5.0%Other: 3.5%MLP: 2.9%ADR: 2.1%Other: 1.7%
  • Common Stock · 84.7% · $1.6B
  • REIT · 5.0% · $96M
  • Other · 3.5% · $67M
  • MLP · 2.9% · $55M
  • ADR · 2.1% · $41M
  • Other · 1.7% · $33M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LTPZPIMCO ETF TRNEW+35.7K35.7K+$3M$3M
AIAISHARES TRNEW+39.0K39.0K+$3M$3M
UFPIUFP INDUSTRIES INCNEW+39.2K39.2K+$2M$2M
MGNXMACROGENICS INCNEW+67.1K67.1K+$2M$2M
ALPHA ARCHITECT ETF TRNEW+67.9K67.9K+$2M$2M
TDOCTELADOC HEALTH INCNEW+9.3K9.3K+$2M$2M
TWLOTWILIO INCNEW+8.1K8.1K+$2M$2M
AONAON PLCNEW+9.1K9.1K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2020

442 positions
#IssuerClass% PortfolioValueShares
1ENBENBRIDGE INChistory →COM1.23%$24M773.6K
2TRPTC ENERGY CORPhistory →COM1.23%$23M548.0K
3KMIKINDER MORGAN INC DELhistory →COM1.18%$22M1.48M
4NVDANVIDIA CORPORATIONhistory →COM1.16%$22M58.2K
5WMBWILLIAMS COS INChistory →COM1.15%$22M1.15M
6ZBRAZEBRA TECHNOLOGIES CORPORATIhistory →CL A1.05%$20M78.4K
7MANHMANHATTAN ASSOCS INChistory →COM1.05%$20M211.8K
8EPDENTERPRISE PRODS PARTNERS Lhistory →COM1.04%$20M1.09M
9ILMNILLUMINA INChistory →COM1.02%$19M52.3K
10AVAVAEROVIRONMENT INChistory →COM1.01%$19M242.4K
11NOWSERVICENOW INChistory →COM1.01%$19M47.4K
12CGNXCOGNEX CORPhistory →COM1.00%$19M319.6K
13IROBOT CORPCOM0.99%$19M225.9K
14ROKROCKWELL AUTOMATION INChistory →COM0.99%$19M88.2K
15AZTABROOKS AUTOMATION INC NEWhistory →COM0.98%$19M423.7K
16ISRGINTUITIVE SURGICAL INChistory →COM NEW0.93%$18M31.2K
17HOLLYSYS AUTOMATION TCHNGY LSHS0.93%$18M1.33M
18TERTERADYNE INChistory →COM0.93%$18M209.4K
19IPGPIPG PHOTONICS CORPhistory →COM0.92%$18M109.3K
20QCOMQUALCOMM INChistory →COM0.91%$17M190.7K
21NUANCE COMMUNICATIONS INCCOM0.89%$17M673.3K
22AAPLAPPLE INChistory →COM0.88%$17M45.9K
23VOCERA COMMUNICATIONS INCCOM0.86%$16M770.0K
24FLIRFLIR SYS INChistory →COM0.85%$16M398.9K
25XILINX INCCOM0.76%$15M147.5K
26CDNSCADENCE DESIGN SYSTEM INChistory →COM0.72%$14M142.1K
27ADSKAUTODESK INChistory →COM0.70%$13M55.6K
28LNGCHENIERE ENERGY INChistory →COM NEW0.69%$13M272.6K
29OKEONEOK INC NEWhistory →COM0.69%$13M396.4K
30ATOATMOS ENERGY CORPhistory →COM0.67%$13M128.2K
31OMCLOMNICELL INChistory →COM0.67%$13M179.6K
32PBAPEMBINA PIPELINE CORPhistory →COM0.65%$12M500.5K
33MCHPMICROCHIP TECHNOLOGY INC.history →COM0.65%$12M118.1K
34TRMBTRIMBLE INChistory →COM0.65%$12M287.8K
35NINISOURCE INChistory →COM0.65%$12M545.8K
36NDSNNORDSON CORPhistory →COM0.64%$12M64.7K
37DEDEERE & COhistory →COM0.64%$12M77.9K
38NOVTNOVANTA INChistory →COM0.64%$12M114.6K
39PTCPTC INChistory →COM0.63%$12M155.1K
40VARIAN MED SYS INCCOM0.63%$12M98.1K
41NATIONAL INSTRS CORPCOM0.63%$12M308.6K
42APTIV PLCSHS0.62%$12M151.3K
43BIOTELEMETRY INCCOM0.61%$12M258.7K
44RAVNRAVEN INDS INChistory →COM0.61%$12M542.9K
45JBTMJOHN BEAN TECHNOLOGIES CORPhistory →COM0.61%$12M135.4K
46FAROFARO TECHNOLOGIES INChistory →COM0.61%$12M215.6K
47MTLSMATERIALISE NVhistory →SPONSORED ADS0.60%$11M502.6K
48DDD3-D SYS CORP DELhistory →COM NEW0.59%$11M1.60M
49GMEDGLOBUS MED INChistory →CL A0.58%$11M233.5K
50AMBAAMBARELLA INChistory →SHS0.58%$11M241.9K
51ETENERGY TRANSFER LPhistory →COM UT LTD PTN0.58%$11M1.54M
52STRATASYS LTDSHS0.57%$11M679.6K
53TDYTELEDYNE TECHNOLOGIES INChistory →COM0.56%$11M34.4K
54TRGPTARGA RES CORPCOM0.47%$9M448.8K
55OGSONE GAS INCCOM0.41%$8M101.5K
56AMZNAMAZON COM INCCOM0.39%$8M2.7K
57SWXSOUTHWEST GAS HOLDINGS INCCOM0.38%$7M106.1K
58NFGNATIONAL FUEL GAS CO N JCOM0.38%$7M174.0K
59MSFTMICROSOFT CORPCOM0.37%$7M34.3K
60ABBVABBVIE INCCOM0.36%$7M70.8K
61METAFACEBOOK INCCL A0.36%$7M30.3K
62SLVISHARES SILVER TRISHARES0.36%$7M401.5K
63MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP0.35%$7M153.7K
64EQUITRANS MIDSTREAM CORPCOM0.34%$7M782.5K
65SRSPIRE INCCOM0.34%$6M98.2K
66TAT&T INCCOM0.34%$6M211.9K
67MRNAMODERNA INCCOM0.33%$6M98.3K
68UNHUNITEDHEALTH GROUP INCCOM0.33%$6M21.2K
69ZROZPIMCO ETF TR25YR+ ZERO U S · 15+ YR US TIPS0.33%$6M54.4K
70NJRNEW JERSEY RESCOM0.32%$6M184.4K
71GOOGALPHABET INCCAP STK CL C · CAP STK CL A0.32%$6M4.2K
72EQIXEQUINIX INCCOM0.31%$6M8.5K
73KRKROGER COCOM0.31%$6M173.3K
74JNJJOHNSON & JOHNSONCOM0.30%$6M40.9K
75PLDPROLOGIS INC.COM0.28%$5M57.6K
76VZVERIZON COMMUNICATIONS INCCOM0.28%$5M95.8K
77BIIBBIOGEN INCCOM0.26%$5M18.3K
78REGNREGENERON PHARMACEUTICALSCOM0.25%$5M7.8K
79GLDSPDR GOLD TRGOLD SHS0.25%$5M28.5K
80MPLXMPLX LPCOM UNIT REP LTD0.24%$4M260.4K
81SOUTH JERSEY INDS INCCOM0.23%$4M178.0K
82AMGNAMGEN INCCOM0.22%$4M17.8K
83INTCINTEL CORPCOM0.22%$4M70.1K
84CSCOCISCO SYS INCCOM0.22%$4M88.4K
85ORCLORACLE CORPCOM0.20%$4M68.7K
86ACTIVISION BLIZZARD INCCOM0.19%$4M48.8K
87SWKSSKYWORKS SOLUTIONS INCCOM0.19%$4M28.6K
88CNCCENTENE CORP DELCOM0.19%$4M55.7K
89BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.18%$4M16.2K
90MRKMERCK & CO. INCCOM0.18%$3M44.6K
91ELVANTHEM INCCOM0.18%$3M13.0K
92TGTTARGET CORPCOM0.18%$3M28.3K
93GDXJVANECK VECTORS ETF TRJR GOLD MINERS E0.18%$3M67.3K
94IBMINTERNATIONAL BUSINESS MACHSCOM0.17%$3M27.2K
95NWNNORTHWEST NAT HLDG COCOM0.17%$3M58.8K
96QRVOQORVO INCCOM0.17%$3M29.6K
97SJMSMUCKER J M COCOM NEW0.17%$3M30.1K
98URIUNITED RENTALS INCCOM0.17%$3M21.2K
99CDWCDW CORPCOM0.17%$3M27.2K
100GDOTGREEN DOT CORPCL A0.17%$3M64.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2023$01Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.9B2,724Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.1B3,310May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.7B3,206Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$3.1B1,180Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$3.3B1,263Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.8B1,257May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.8B1,202Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$3.3B1,148Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$3.3B1,086Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.0B987May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.5B893Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.0B866Feb 8, 2021RESTATEMENTchanges · EDGAR ↗
Q2 2020$1.9B1,392Jul 28, 2020RESTATEMENTchanges · EDGAR ↗
Q1 2020$1.5B1,356Jul 28, 2020RESTATEMENTchanges · EDGAR ↗
Q4 2019$1.6B976Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.1B702Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.2B685Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.9B1,039May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.8B1,125Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 5 additional managers.

  • O'Shares Investment Advisers, LLC028-19309
  • EXCHANGE TRADED CONCEPTS, LLC028-19670
  • Vident Advisory, LLC028-19675
  • Nationwide Fund Advisors028-05161
  • Advisors Asset Management, Inc.028-12578

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.