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Vanguard S&P Mid-Cap 400 ETF
IVOO

118 hedge funds and large institutions have $366M invested in Vanguard S&P Mid-Cap 400 ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $336M → $366M (+$30M)

5.36% more ownership

Funds ownership: 71.74% → 77.1% (+5.4%)

2% more funds holding

Funds holding: 116 → 118 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
33
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$26.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.67M
3
FA
FDx Advisors
Illinois
+$1.94M
4
B
Bridgeworth
Alabama
+$1.66M
5
VF
Virtu Financial
New York
+$1.24M

Top Sellers

1
RGI
River Global Investors
United Kingdom
-$3.93M
2
JG
Jefferies Group
New York
-$3.2M
3
Morgan Stanley
Morgan Stanley
New York
-$2.54M
4
Jane Street
Jane Street
New York
-$2.06M
5
Goldman Sachs
Goldman Sachs
New York
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$2.05M +$647 +10 +0%
CT
27
Coastline Trust
Rhode Island
$2.01M +$78.3K +1,210 +4%
BCWM
28
Bartlett & Co Wealth Management
Ohio
$1.95M – – –
BC
29
Bartlett & Co
Ohio
$1.94M – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.93M +$629K +9,714 +49%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.91M -$89.5K -1,382 -5%
MCM
32
Manchester Capital Management
Vermont
$1.64M – – –
WA
33
Waverly Advisors
Alabama
$1.33M – – –
MHIC
34
Marble Harbor Investment Counsel
Massachusetts
$1.29M +$57K +880 +5%
DADC
35
D.A. Davidson & Co
Montana
$1.27M +$279K +4,314 +29%
VF
36
Virtu Financial
New York
$1.26M +$1.24M +19,180 New
MML Investors Services
37
MML Investors Services
Massachusetts
$1.17M +$28K +432 +2%
NGA
38
Naples Global Advisors
Florida
$1.15M +$12.9K +200 +1%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$1.15M – – –
AI
40
Atria Investments
North Carolina
$1.12M +$16.3K +252 +1%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.09M -$50.5K -780 -5%
WCM
42
WealthBridge Capital Management
Ohio
$983K -$26.3K -406 -2%
KFGK
43
Keystone Financial Group (Kentucky)
Kentucky
$944K +$700K +10,812 +303%
CB
44
Chemical Bank
Michigan
$934K +$328K +5,070 +55%
RWP
45
RWA Wealth Partners
Massachusetts
$883K – – –
HSA
46
HBK Sorce Advisory
Pennsylvania
$834K – – –
FNBOO
47
First National Bank of Omaha
Nebraska
$792K – – –
THWM
48
Taylor Hoffman Wealth Management
Virginia
$758K +$77.3K +1,194 +12%
PA
49
Pinnacle Associates
New York
$725K – – –
Jane Street
50
Jane Street
New York
$708K -$2.06M -31,766 -75%
1
2
3 4 5

IVOO Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2019, worth a combined $366M — up 8.9% from $336M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IVOO positions and 9 closed out — a net gain of 4 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.1M. The largest seller was River Global Investors, cutting an estimated $3.93M.

  • 118 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2019, up from 116 in Q1 2019.
  • Funds reported $366M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2019, up 8.9% quarter-over-quarter.
  • 13 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2019 and 9 closed out, a net change of +4 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $26.1M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2019 was River Global Investors, an estimated $3.93M sold.

Based on aggregated 13F filings for Q2 2019.