Vanguard S&P Mid-Cap 400 ETF
IVOO
174 hedge funds and large institutions have $561M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 14 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 39
2.43% more ownership
Funds ownership: 83.73% → 86.15% (+2.4%)
4% more capital invested
Capital invested by funds: $540M → $561M (+$20.6M)
3% less funds holding
Funds holding: 179 → 174 (-5)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| 1 |
B
Bridgeworth
Birmingham,
Alabama
|
+$9.18M |
| 2 |
Barclays
London,
United Kingdom
|
+$8.15M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.13M |
| 4 |
Morgan Stanley
New York
|
+$3.09M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.13M |
Top Sellers
| 1 |
Cerity Partners
New York
|
-$1.61M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.14M |
| 3 |
EH
Equitable Holdings
New York
|
-$796K |
| 4 |
CT
Coastline Trust
Providence,
Rhode Island
|
-$644K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$471K |
IVOO Hedge Fund Activity: Q3 2022 in Review
174 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2022, worth a combined $561M — up 3.8% from $540M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IVOO and 11 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 52 added.
The largest buyer was Bridgeworth, adding an estimated $9.18M. The largest seller was Cerity Partners, cutting an estimated $1.61M.
- 174 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2022, down from 179 in Q2 2022.
- Funds reported $561M of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2022, up 3.8% quarter-over-quarter.
- 11 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2022 and 14 closed out, a net change of -3 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2022 was Bridgeworth, an estimated $9.18M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2022 was Cerity Partners, an estimated $1.61M sold.
Based on aggregated 13F filings for Q3 2022.