Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
70 hedge funds and large institutions have $134M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
37% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 19
11% more funds holding
Funds holding: 63 → 70 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.26% less ownership
Funds ownership: 44.01% → 36.75% (-7.3%)
9% less capital invested
Capital invested by funds: $148M → $134M (-$13.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$15.1M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$4.54M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.34M |
| 4 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
+$2.42M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$50.4M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.54M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.19M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$1.08M |
| 5 |
Morgan Stanley
New York
|
-$643K |
IVOG Hedge Fund Activity: Q3 2020 in Review
70 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q3 2020, worth a combined $134M — down 9% from $148M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IVOG positions and 6 closed out — a net gain of 7 holders — while 26 added to existing stakes and 19 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $15.1M. The largest seller was Mariner, exiting entirely with an estimated $50.4M sold.
- 70 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q3 2020, up from 63 in Q2 2020.
- Funds reported $134M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q3 2020, down 9% quarter-over-quarter.
- 13 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q3 2020 and 6 closed out, a net change of +7 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q3 2020 was Raymond James Financial Services Advisors, an estimated $15.1M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q3 2020 was Mariner, an estimated $50.4M sold.
Based on aggregated 13F filings for Q3 2020.