Vanguard S&P Mid-Cap 400 ETF
IVOO
99 hedge funds and large institutions have $277M invested in Vanguard S&P Mid-Cap 400 ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 11 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 26
8% more capital invested
Capital invested by funds: $258M → $277M (+$19.9M)
6.54% more ownership
Funds ownership: 60.56% → 67.1% (+6.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less funds holding
Funds holding: 104 → 99 (-5)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$23.1M |
| 2 |
Morgan Stanley
New York
|
+$7.96M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.68M |
| 4 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$3.06M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.27M |
Top Sellers
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$4.57M |
| 2 |
Goldman Sachs
New York
|
-$2.83M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$2.12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$879K |
| 5 |
TCB
Texas Capital Bancshares
Dallas,
Texas
|
-$792K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
A
101
AdvicePeriod
Los Angeles,
California
| – | -$408K | -6,440 | Closed |
|
102
Jane Street
New York
| – | -$226K | -3,562 | Closed |
|
|
SWP
103
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$37K | -588 | Closed |
|
|
IWM
104
IHT Wealth Management
Chicago,
Illinois
| – | -$17K | -280 | Closed |
|
|
IP
105
Intellectus Partners
San Francisco,
California
| – | -$12K | -122 | Closed |
|
|
GT
106
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$5K | -86 | Closed |
|
|
BWL
107
Bogart Wealth LLC
Mclean,
Virginia
| – | -$4K | -68 | Closed |
|
|
PFGIA
108
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$4K | -60 | Closed |
|
IVOO Hedge Fund Activity: Q2 2018 in Review
99 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2018, worth a combined $277M — up 7.7% from $258M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IVOO and 6 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 37 added.
The largest buyer was Cornerstone Wealth Management, adding an estimated $23.1M. The largest seller was Bessemer Group, exiting entirely with an estimated $4.57M sold.
- 99 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2018, down from 104 in Q1 2018.
- Funds reported $277M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2018, up 7.7% quarter-over-quarter.
- 6 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2018 and 11 closed out, a net change of -5 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $23.1M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2018 was Bessemer Group, an estimated $4.57M sold.
Based on aggregated 13F filings for Q2 2018.