Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
65 hedge funds and large institutions have $122M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 17 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.35% less ownership
Funds ownership: 45.97% → 41.62% (-4.3%)
12% less funds holding
Funds holding: 74 → 65 (-9)
32% less capital invested
Capital invested by funds: $179M → $122M (-$57.3M)
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.27M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.91M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.96M |
| 4 |
Jane Street
New York
|
+$2.45M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.23M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
US Bancorp
Minneapolis,
Minnesota
| – | -$117K | -1,592 | Closed |
|
|
PCIA
77
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$95K | -1,294 | Closed |
|
|
RIA
78
Realta Investment Advisors
Wilmington,
Delaware
| – | -$55K | -756 | Closed |
|
79
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$34K | -456 | Closed |
|
|
TCWM
80
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$15K | -200 | Closed |
|
|
HWM
81
Howard Wealth Management
Madison,
Connecticut
| – | -$11K | -152 | Closed |
|
|
FWP
82
FAS Wealth Partners
Leawood,
Kansas
| – | -$10K | -138 | Closed |
|
|
THWM
83
Taylor Hoffman Wealth Management
Richmond,
Virginia
| – | -$2K | -28 | Closed |
|
IVOG Hedge Fund Activity: Q1 2020 in Review
65 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2020, worth a combined $122M — down 32% from $179M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of IVOG and 10 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 17 added.
The largest buyer was Citadel Advisors, adding an estimated $4.27M. The largest seller was RWA Wealth Partners, cutting an estimated $26.5M.
- 65 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2020, down from 74 in Q4 2019.
- Funds reported $122M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2020, down 32% quarter-over-quarter.
- 10 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2020 and 17 closed out, a net change of -7 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2020 was Citadel Advisors, an estimated $4.27M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2020 was RWA Wealth Partners, an estimated $26.5M sold.
Based on aggregated 13F filings for Q1 2020.