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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
CDIA
126
Capital Directions Investment Advisors
Georgia
-$74K -1,156 Closed

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.