Vanguard S&P Mid-Cap 400 ETF
IVOO
26 hedge funds and large institutions have $56.8M invested in Vanguard S&P Mid-Cap 400 ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 4 closing their positions.
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more capital invested
Capital invested by funds: $44.6M → $56.8M (+$12.3M)
4.22% more ownership
Funds ownership: 40.06% → 44.28% (+4.2%)
7% less funds holding
Funds holding: 28 → 26 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $31K | -$37.1K | -850 | -55% |
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.13M | -26,872 | Closed |
|
|
HJA
28
Hugh Johnson Advisors
Albany,
New York
| – | -$765K | -18,256 | Closed |
|
|
VF
29
Virtu Financial
New York
| – | -$755K | -18,008 | Closed |
|
|
TH
30
Timber Hill
Greenwich,
Connecticut
| – | -$215K | -5,134 | Closed |
|
IVOO Hedge Fund Activity: Q4 2013 in Review
26 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2013, worth a combined $56.8M — up 28% from $44.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IVOO and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 15 added.
The largest buyer was Bank of America, adding an estimated $4.31M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.13M sold.
- 26 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2013, down from 28 in Q3 2013.
- Funds reported $56.8M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2013, up 28% quarter-over-quarter.
- 2 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2013 and 4 closed out, a net change of -2 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2013 was Bank of America, an estimated $4.31M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2013 was Susquehanna International Group, an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2013.