Vanguard S&P Mid-Cap 400 ETF
IVOO
117 hedge funds and large institutions have $208M invested in Vanguard S&P Mid-Cap 400 ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 19 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 34
1.98% less ownership
Funds ownership: 61.94% → 59.97% (-2%)
7% less funds holding
Funds holding: 126 → 117 (-9)
33% less capital invested
Capital invested by funds: $309M → $208M (-$101M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
Top Buyers
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.22M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.64M |
| 3 |
Goldman Sachs
New York
|
+$2.41M |
| 4 |
JP Morgan Chase
New York
|
+$2.29M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$1.97M |
Top Sellers
| 1 |
RGI
River Global Investors
London,
United Kingdom
|
-$13.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.12M |
| 3 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$3.33M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.59M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFS
126
CRA Financial Services
Northfield,
New Jersey
| – | -$284K | -4,088 | Closed |
|
127
Creative Planning
Overland Park,
Kansas
| – | -$276K | -3,972 | Closed |
|
|
AP
128
Appleton Partners
Boston,
Massachusetts
| – | -$239K | -3,440 | Closed |
|
|
PPA
129
Parametric Portfolio Associates
Seattle,
Washington
| – | -$233K | -3,360 | Closed |
|
|
EWM
130
Evermay Wealth Management
Arlington,
Virginia
| – | -$221K | -3,188 | Closed |
|
|
FAB
131
First American Bank
Dundee,
Illinois
| – | -$210K | -3,028 | Closed |
|
|
CFGS
132
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$42K | -670 | Closed |
|
|
LWA
133
Lenox Wealth Advisors
New York
| – | -$22K | -314 | Closed |
|
|
LS
134
Leelyn Smith
Geneva,
Illinois
| – | -$21 | -306 | Closed |
|
|
AF
135
Advisornet Financial
Minnetonka,
Minnesota
| – | -$4K | -60 | Closed |
|
|
DI
136
Disciplined Investments
Tulsa,
Oklahoma
| – | +$126 | +2 | +33% |
|
IVOO Hedge Fund Activity: Q1 2020 in Review
117 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2020, worth a combined $208M — down 33% from $309M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IVOO and 12 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 37 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.22M. The largest seller was River Global Investors, exiting entirely with an estimated $13.9M sold.
- 117 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2020, down from 126 in Q4 2019.
- Funds reported $208M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2020, down 33% quarter-over-quarter.
- 12 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2020 and 19 closed out, a net change of -7 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2020 was Northwestern Mutual Wealth Management, an estimated $7.22M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2020 was River Global Investors, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2020.