Vanguard S&P Mid-Cap 400 ETF
IVOO
126 hedge funds and large institutions have $309M invested in Vanguard S&P Mid-Cap 400 ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more funds holding
Funds holding: 118 → 126 (+8)
3% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 36
4% less capital invested
Capital invested by funds: $322M → $309M (-$13.6M)
5.46% less ownership
Funds ownership: 67.4% → 61.94% (-5.5%)
Top Buyers
| 1 |
B
Bridgeworth
Birmingham,
Alabama
|
+$1.92M |
| 2 |
PH
Pinnacle Holdings
Tulsa,
Oklahoma
|
+$1.78M |
| 3 |
KA
Klingman & Associates
New York
|
+$773K |
| 4 |
LPL Financial
San Diego,
California
|
+$772K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$761K |
Top Sellers
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$39.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.05M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.65M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.5M |
| 5 |
VF
Virtu Financial
New York
|
-$921K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$39.2M | -600,000 | Closed |
|
|
VF
127
Virtu Financial
New York
| – | -$921K | -14,118 | Closed |
|
|
PFG
128
Pacific Financial Group
Bellevue,
Washington
| – | -$488K | -7,436 | Closed |
|
|
PA
129
Paracle Advisors
Mercer Island,
Washington
| – | -$286K | -4,392 | Closed |
|
|
AWM
130
AE Wealth Management
Topeka,
Kansas
| – | -$240K | -3,674 | Closed |
|
|
SHA
131
Seneca House Advisors
Richmond,
Virginia
| – | -$221K | -3,392 | Closed |
|
132
Vanguard Group
Malvern,
Pennsylvania
| – | -$202K | -3,100 | Closed |
|
|
NCM
133
Next Capital Management
New York
| – | -$44K | -670 | Closed |
|
|
FAAS
134
First Allied Advisory Services
San Diego,
California
| – | -$20K | -304 | Closed |
|
|
AIC
135
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$9K | -144 | Closed |
|
|
DI
136
Disciplined Investments
Tulsa,
Oklahoma
| – | +$402 | +6 | New |
|
IVOO Hedge Fund Activity: Q4 2019 in Review
126 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2019, worth a combined $309M — down 4.2% from $322M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IVOO positions and 10 closed out — a net gain of 9 holders — while 37 added to existing stakes and 36 trimmed.
The largest buyer was Bridgeworth, adding an estimated $1.92M. The largest seller was Deutsche Bank, exiting entirely with an estimated $39.2M sold.
- 126 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2019, up from 118 in Q3 2019.
- Funds reported $309M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2019, down 4.2% quarter-over-quarter.
- 19 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2019 and 10 closed out, a net change of +9 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2019 was Bridgeworth, an estimated $1.92M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2019 was Deutsche Bank, an estimated $39.2M sold.
Based on aggregated 13F filings for Q4 2019.