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Vanguard S&P Mid-Cap 400 ETF
IVOO

180 hedge funds and large institutions have $671M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 36

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

4.52% more ownership

Funds ownership: 82.8% → 87.32% (+4.5%)

2% more capital invested

Capital invested by funds: $657M → $671M (+$13.7M)

0% more funds holding

Funds holding: 180 → 180 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
180
Holders Change
–
Holders Change %
0%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
67
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$22.6M
2
MWM
MinichMacGregor Wealth Management
New York
+$6.42M
3
Bank of America
Bank of America
North Carolina
+$4.96M
4
CIC
Cornercap Investment Counsel
Georgia
+$4.8M
5
Morgan Stanley
Morgan Stanley
New York
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
MIH
Meitav Investment House
Israel
-$3.47M
2
FTS
Fifth Third Securities
Ohio
-$3.24M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.65M
4
VF
Virtu Financial
New York
-$789K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
126
Valeo Financial Advisors
Indiana
$218K +$216K +2,400 New
BPA
127
Beacon Pointe Advisors
California
$201K +$199K +2,208 New
HCP
128
Hexagon Capital Partners
Arkansas
$173K – – –
SWM
129
Spire Wealth Management
Virginia
$162K -$36.9K -410 -26%
PCA
130
Permit Capital Advisors
Pennsylvania
$156K +$154K +1,708 New
WFA
131
WestHill Financial Advisors
California
$141K -$59.6K -662 -30%
SWM
132
Selective Wealth Management
Virginia
$131K – – –
IA
133
IFP Advisors
Florida
$113K +$17.8K +198 +13%
LWA
134
Lenox Wealth Advisors
New York
$112K +$360 +4 +0.3%
WT
135
Washington Trust
Rhode Island
$109K – – –
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$109K +$180 +2 +0.2%
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$108K -$127K -1,410 -54%
ACA
138
Atlas Capital Advisors
Wyoming
$107K +$720 +8 +0.7%
EWA
139
EverSource Wealth Advisors
Alabama
$95K -$9.91K -110 -9%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$95K +$180 +2 +0.2%
OIA
141
Optimum Investment Advisors
Illinois
$91K – – –
CDIA
142
Capital Directions Investment Advisors
Georgia
$89K +$87.9K +976 New
CCM
143
Covington Capital Management
California
$71K – – –
MWA
144
Moser Wealth Advisors
Washington
$69K – – –
DWMG
145
DB Wealth Management Group
California
$67K – – –
AWM
146
Avior Wealth Management
Nebraska
$66K +$180 +2 +0.3%
CWC
147
Carolinas Wealth Consulting
North Carolina
$66K +$180 +2 +0.3%
NL
148
NVWM LLC
Pennsylvania
$52K +$51.3K +570 New
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
$48.7K – – –
SBL
150
Sargent Bickham Lagudis
Colorado
$47K +$29.9K +332 +178%
4 5
6
7 8

IVOO Hedge Fund Activity: Q1 2022 in Review

180 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2022, worth a combined $671M — up 2.1% from $657M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IVOO positions and 17 closed out — a net gain of 3 holders — while 67 added to existing stakes and 36 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $22.6M. The largest seller was Meitav Investment House, cutting an estimated $3.47M.

  • 180 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $671M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2022, up 2.1% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2022 and 17 closed out, a net change of +3 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $22.6M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2022 was Meitav Investment House, an estimated $3.47M sold.

Based on aggregated 13F filings for Q1 2022.