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Vanguard S&P Mid-Cap 400 ETF
IVOO

149 hedge funds and large institutions have $424M invested in Vanguard S&P Mid-Cap 400 ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

54% more capital invested

Capital invested by funds: $275M → $424M (+$149M)

15% more funds holding

Funds holding: 130 → 149 (+19)

12.18% more ownership

Funds ownership: 65.04% → 77.22% (+12%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

Holders
149
Holders Change
+19
Holders Change %
+14.62%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
40
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LMIM
Lockheed Martin Investment Management
Maryland
+$87.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.75M
3
Creative Planning
Creative Planning
Kansas
+$2.17M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.07M
5
RJA
Raymond James & Associates
Florida
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.34M
3
CIC
Cornercap Investment Counsel
Georgia
-$3.84M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.49M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
101
Appleton Partners
Massachusetts
$260K -$7.14K -100 -3%
HSA
102
HBK Sorce Advisory
Pennsylvania
$247K +$226K +3,172 New
EWM
103
Endurance Wealth Management
Rhode Island
$245K -$11.3K -158 -5%
PA
104
Pinnacle Associates
New York
$233K -$107K -1,500 -33%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$229K +$143 +2 +0.1%
SCM
106
Stordahl Capital Management
Colorado
$214K +$197K +2,754 New
SC
107
Sepio Capital
Utah
$209K +$191K +2,682 New
Northern Trust
108
Northern Trust
Illinois
$204K -$42.8K -600 -19%
MGIA
109
Moneta Group Investment Advisors
Missouri
$202K +$186K +2,598 New
RJT
110
Raymond James Trust
Florida
$201K +$185K +2,586 New
WFA
111
WestHill Financial Advisors
California
$197K +$181K +2,534 New
US Bancorp
112
US Bancorp
Minnesota
$150K – – –
HCP
113
Hexagon Capital Partners
Arkansas
$147K – – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$139K -$31.6K -442 -20%
AWM
115
Avior Wealth Management
Nebraska
$136K +$428 +6 +0.3%
IA
116
IFP Advisors
Florida
$122K -$7.57K -106 -6%
ACA
117
Atlas Capital Advisors
Wyoming
$99.2K +$91.1K +1,276 New
WT
118
Washington Trust
Rhode Island
$93K – – –
William Blair & Company
119
William Blair & Company
Illinois
$86K – – –
OIA
120
Optimum Investment Advisors
Illinois
$78K – – –
CDIA
121
Capital Directions Investment Advisors
Georgia
$76K – – –
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$76K – – –
PCG
123
Private Capital Group
Connecticut
$75K – – –
VFA
124
Valeo Financial Advisors
Indiana
$74K – – –
Citigroup
125
Citigroup
New York
$69K +$35K +490 +123%
3 4
5
6 7

IVOO Hedge Fund Activity: Q4 2020 in Review

149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2020, worth a combined $424M — up 54% from $275M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IVOO positions and 8 closed out — a net gain of 22 holders — while 40 added to existing stakes and 43 trimmed.

The largest buyer was Lockheed Martin Investment Management, opening a new position worth an estimated $87.1M. The largest seller was Morgan Stanley, cutting an estimated $5.23M.

  • 149 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2020, up from 130 in Q3 2020.
  • Funds reported $424M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2020, up 54% quarter-over-quarter.
  • 30 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2020 and 8 closed out, a net change of +22 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2020 was Lockheed Martin Investment Management, an estimated $87.1M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2020 was Morgan Stanley, an estimated $5.23M sold.

Based on aggregated 13F filings for Q4 2020.