Vanguard S&P Mid-Cap 400 ETF
IVOO
179 hedge funds and large institutions have $540M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 180 → 179 (-1)
2% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 51
3.59% less ownership
Funds ownership: 87.32% → 83.73% (-3.6%)
19% less capital invested
Capital invested by funds: $671M → $540M (-$130M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
+$4.55M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$4.37M |
| 3 |
Morgan Stanley
New York
|
+$3.45M |
| 4 |
SQA
Simon Quick Advisors
Morristown,
New Jersey
|
+$3.19M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$20.9M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$6.48M |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$4.84M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.53M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$4.3M |
IVOO Hedge Fund Activity: Q2 2022 in Review
179 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2022, worth a combined $540M — down 19% from $671M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IVOO positions and 17 closed out — a net gain of 2 holders — while 50 added to existing stakes and 51 trimmed.
The largest buyer was Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet, opening a new position worth an estimated $4.55M. The largest seller was JP Morgan Chase, cutting an estimated $20.9M.
- 179 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2022, down from 180 in Q1 2022.
- Funds reported $540M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2022, down 19% quarter-over-quarter.
- 19 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2022 and 17 closed out, a net change of +2 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2022 was Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet, an estimated $4.55M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2022 was JP Morgan Chase, an estimated $20.9M sold.
Based on aggregated 13F filings for Q2 2022.