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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
CCM
126
Covington Capital Management
California
$61K -$6.57K -92 -11%
RBC
127
Roble Belko & Company
Pennsylvania
$44K – – –
FEG
128
Financial Enhancement Group
Indiana
$41K – – –
CAAS
129
Capital Asset Advisory Services
Michigan
$30K – – –
GRP
130
Global Retirement Partners
California
$27K – – –
HF
131
Halpern Financial
Virginia
$25K – – –
GWM
132
Geneos Wealth Management
Colorado
$24K – – –
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
APA
134
American Portfolios Advisors
New York
$14.5K – – –
SBL
135
Sargent Bickham Lagudis
Colorado
$14K – – –
BAM
136
Bellevue Asset Management
Washington
$12K – – –
S
137
SignatureFD
Georgia
$12K – – –
PWA
138
Phoenix Wealth Advisors
North Carolina
$12K +$11.1K +156 New
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
AWM
140
Accel Wealth Management
Iowa
$11K +$10K +140 New
CPA
141
Cowen Prime Advisors
New York
$9K – – –
HWA
142
HHM Wealth Advisors
Tennessee
$9K +$8.28K +116 New
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.07K – – –
TPCW
144
TD Private Client Wealth
New York
$5.44K +$5K +70 New
RIM
145
Rockbridge Investment Management
New York
$4K +$4K +56 New
SPIA
146
Steward Partners Investment Advisory
New York
$3K – – –
BFC
147
Bedel Financial Consulting
Indiana
$2K – – –
FRA
148
Front Row Advisors
California
$2K – – –
AssetMark Inc
149
AssetMark Inc
California
$1K -$12.3K -172 -96%
DI
150
Disciplined Investments
Oklahoma
$1K – – –
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.