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Vanguard S&P Mid-Cap 400 ETF
IVOO

189 hedge funds and large institutions have $620M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $409K | Put options by funds: $114K

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

47% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $561M → $620M (+$59.6M)

9% more funds holding

Funds holding: 174 → 189 (+15)

1.13% more ownership

Funds ownership: 86.15% → 87.28% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
189
Holders Change
+15
Holders Change %
+8.62%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
63
Reduced
43
Closed
12
Calls
$409K
Puts
$114K
Net Calls
+$295K
Net Calls Change
+$295K

Top Buyers

1
GC
Gratus Capital
Georgia
+$13.4M
2
WAM
WNY Asset Management
New York
+$10.4M
3
CAN
Cetera Advisor Networks
California
+$10M
4
Bank of America
Bank of America
North Carolina
+$4.35M
5
DADC
D.A. Davidson & Co
Montana
+$4.21M

Top Sellers

1
B
Bridgeworth
Alabama
-$26.9M
2
SI
Stephens Inc
Arkansas
-$12.9M
3
Barclays
Barclays
United Kingdom
-$7.43M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.26M
5
Wells Fargo
Wells Fargo
California
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
176
RFP Financial Group
Georgia
$11.8K +$11.8K +144 New
MCC
177
Money Concepts Capital
Florida
$10.3K +$10.3K +126 New
CWC
178
Carolinas Wealth Consulting
North Carolina
$8.96K +$164 +2 +2%
PA
179
Parallel Advisors
California
$6.38K – – –
AWM
180
Align Wealth Management
Oklahoma
$6.24K +$6.87K +84 New
CFGS
181
Concourse Financial Group Securities
Alabama
$6.21K – – –
PIMG
182
Patriot Investment Management Group
Tennessee
$4.59K +$4.25K +52 New
FFA
183
Farther Finance Advisors
California
$3.93K +$3.93K +48 New
PAG
184
Private Advisor Group
New Jersey
$3.8K -$172K -2,106 -4%
FRA
185
Front Row Advisors
California
$2K – – –
AWM
186
Atticus Wealth Management
Florida
$1.47K – – –
ACP
187
Arcus Capital Partners
Georgia
$491 +$491 +6 New
DI
188
Disciplined Investments
Oklahoma
$327 – – –
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$164 -$3.44K -42 -95%
NA
190
NewEdge Advisors
Louisiana
$6 +$5.56K +68 New
SI
191
Stephens Inc
Arkansas
– -$12.9M -174,070 Closed
Barclays
192
Barclays
United Kingdom
– -$7.43M -100,000 Closed
Citadel Advisors
193
Citadel Advisors
Florida
– -$2.26M -30,430 Closed
CPIG
194
Chicago Partners Investment Group
Illinois
– -$358K -4,370 Closed
EH
195
Equitable Holdings
New York
– -$287K -3,862 Closed
Renaissance Technologies
196
Renaissance Technologies
New York
– -$223K -3,000 Closed
OPW
197
Oxler Private Wealth
New York
– -$113K -2,000 Closed
DWMG
198
DB Wealth Management Group
California
– -$55K -740 Closed
NL
199
NVWM LLC
Pennsylvania
– -$43K -570 Closed
SWM
200
Selective Wealth Management
Virginia
– -$42K -564 Closed
5 6 7
8
9

IVOO Hedge Fund Activity: Q4 2022 in Review

189 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2022, worth a combined $620M — up 11% from $561M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IVOO positions and 12 closed out — a net gain of 19 holders — while 63 added to existing stakes and 43 trimmed.

The largest buyer was Gratus Capital, opening a new position worth an estimated $13.4M. The largest seller was Bridgeworth, cutting an estimated $26.9M.

  • 189 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2022, up from 174 in Q3 2022.
  • Funds reported $620M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 31 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2022 and 12 closed out, a net change of +19 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2022 was Gratus Capital, an estimated $13.4M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2022 was Bridgeworth, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2022.