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Vanguard S&P Mid-Cap 400 ETF
IVOO
IVOO
221 hedge funds and large institutions have $964M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
278% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 9
53% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 49
37% more capital invested
Capital invested by funds: $704M → $964M (+$260M)
12% more funds holding
Funds holding: 198 → 221 (+23)
8% more ownership
Funds ownership: 45.22% → 53.22% (+8%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
34
Increased
75
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$125M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.6M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$5.32M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.66M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$2.76M |
Top Sellers
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$3.26M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.58M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.47M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWS
226
Buck Wealth Strategies
Denver,
Colorado
| – | -$15.4K | -182 | Closed |
|
|
PTC
227
Private Trust Company
Cleveland,
Ohio
| – | -$13.3K | -157 | Closed |
|
|
CSPIA
228
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$5.07K | -60 | Closed |
|
|
AWM
229
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$1.52K | -18 | Closed |
|
230
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$182 | -2 | Closed |
|