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Vanguard S&P Mid-Cap 400 ETF

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: 116118 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
KPAG
76
KLS Professional Advisors Group
New York
$264K
KA
77
Klingman & Associates
New York
$253K
AP
78
Appleton Partners
Massachusetts
$226K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$226K +$16.8K +260 +8%
Creative Planning
80
Creative Planning
Kansas
$225K -$12.9K -200 -6%
SHA
81
Seneca House Advisors
Virginia
$222K -$45.3K -700 -17%
PPA
82
Parametric Portfolio Associates
Washington
$221K
VA
83
Valmark Advisers
Ohio
$220K +$217K +3,350 New
EWM
84
Endurance Wealth Management
Rhode Island
$218K +$16.2K +250 +8%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$205K -$14.2K -220 -7%
RWMH
86
Riverpoint Wealth Management Holdings
Illinois
$204K +$201K +3,112 New
TRCT
87
Tower Research Capital (TRC)
New York
$194K -$583K -9,004 -75%
NFG
88
Next Financial Group
Texas
$174K +$172K +2,652 New
US Bancorp
89
US Bancorp
Minnesota
$157K -$97.1K -1,500 -38%
AWM
90
Avior Wealth Management
Nebraska
$151K
PCG
91
Private Capital Group
Connecticut
$91K -$28.5K -440 -24%
William Blair & Company
92
William Blair & Company
Illinois
$72K
OIA
93
Optimum Investment Advisors
Illinois
$66K
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$64K
ACA
95
Atlas Capital Advisors
Wyoming
$60.9K -$6.22K -96 -9%
CCM
96
Covington Capital Management
California
$57K
MA
97
MUFG Americas
New York
$47K -$15.2K -234 -25%
CFGS
98
Concourse Financial Group Securities
Alabama
$44K
NCM
99
Next Capital Management
New York
$44K +$43.4K +670 New
RBC
100
Roble Belko & Company
Pennsylvania
$37K

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.