Vanguard S&P Mid-Cap 400 ETF
IVOO
233 hedge funds and large institutions have $910M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 15 closing their positions.
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
66% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 53
5% more funds holding
Funds holding: 221 → 233 (+12)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
6% less capital invested
Capital invested by funds: $964M → $910M (-$54.4M)
8.3% less ownership
Funds ownership: 53.22% → 44.91% (-8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$14.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11M |
| 4 |
ST
Sentinel Trust
Houston,
Texas
|
+$4.71M |
| 5 |
APC
Asset Planning Corporation
Knoxville,
Tennessee
|
+$4.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$110M |
| 2 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$29.1M |
| 3 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$19.1M |
| 4 |
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
-$11.1M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$7.67M |
IVOO Hedge Fund Activity: Q1 2024 in Review
233 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2024, worth a combined $910M — down 5.6% from $964M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IVOO positions and 15 closed out — a net gain of 15 holders — while 88 added to existing stakes and 53 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $14.2M. The largest seller was Morgan Stanley, cutting an estimated $110M.
- 233 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2024, up from 221 in Q4 2023.
- Funds reported $910M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
- 30 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2024 and 15 closed out, a net change of +15 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $14.2M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2024 was Morgan Stanley, an estimated $110M sold.
Based on aggregated 13F filings for Q1 2024.