Vanguard S&P Mid-Cap 400 ETF
IVOO
124 hedge funds and large institutions have $269M invested in Vanguard S&P Mid-Cap 400 ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
30% more capital invested
Capital invested by funds: $208M → $269M (+$61.4M)
6% more funds holding
Funds holding: 117 → 124 (+7)
2.76% more ownership
Funds ownership: 59.97% → 62.72% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
22% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.78M |
| 2 |
V
Veritable
Wilmington,
Delaware
|
+$3.88M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.08M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.16M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.79M |
| 2 |
JP Morgan Chase
New York
|
-$2.15M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2M |
| 4 |
Goldman Sachs
New York
|
-$1.87M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.86M |
IVOO Hedge Fund Activity: Q2 2020 in Review
124 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2020, worth a combined $269M — up 30% from $208M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IVOO positions and 13 closed out — a net gain of 8 holders — while 29 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.78M. The largest seller was Bank of America, cutting an estimated $3.79M.
- 124 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2020, up from 117 in Q1 2020.
- Funds reported $269M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2020, up 30% quarter-over-quarter.
- 21 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2020 and 13 closed out, a net change of +8 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2020 was Morgan Stanley, an estimated $4.78M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2020 was Bank of America, an estimated $3.79M sold.
Based on aggregated 13F filings for Q2 2020.