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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$87.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.75M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$2.17M |
| 4 |
Rockefeller Capital Management
New York
|
+$2.07M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.23M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.34M |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$3.84M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.49M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIC
151
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$3.84M | -61,244 | Closed |
|
|
BFA
152
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$2.41M | -38,338 | Closed |
|
|
VF
153
Virtu Financial
New York
| – | -$2.29M | -36,534 | Closed |
|
154
Jane Street
New York
| – | -$2.19M | -34,974 | Closed |
|
|
BA
155
Bristlecone Advisors
Bellevue,
Washington
| – | -$129K | -2,058 | Closed |
|
|
NNP
156
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$58K | -928 | Closed |
|
|
SXL
157
Summit X LLC
Chesterfield,
Missouri
| – | -$502 | -446 | Closed |
|
|
CWC
158
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$7K | -104 | Closed |
|
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.