Vanguard S&P Mid-Cap 400 ETF
IVOO
195 hedge funds and large institutions have $730M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 13 closing their positions.
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6% more capital invested
Capital invested by funds: $686M → $730M (+$43.7M)
2% more funds holding
Funds holding: 191 → 195 (+4)
10% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 52
0.08% more ownership
Funds ownership: 45.25% → 45.33% (+0.08%)
80% less call options, than puts
Call options by funds: $195K | Put options by funds: $988K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$4.95M |
| 2 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$2.12M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$1.93M |
| 4 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
+$1.64M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$8.34M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.86M |
| 3 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$2.4M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$1.77M |
| 5 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$1.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCWM
201
Cassaday & Co Wealth Management
Mclean,
Virginia
| – | -$434K | -5,123 | Closed |
|
202
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$248K | -2,933 | Closed |
|
203
Corient Private Wealth
Miami,
Florida
| – | -$204K | -2,409 | Closed |
|
|
RBC
204
Roble Belko & Company
Sewickley,
Pennsylvania
| – | -$186K | -2,192 | Closed |
|
|
ASN
205
Advisory Services Network
Atlanta,
Georgia
| – | -$107K | -1,259 | Closed |
|
|
AAS
206
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$41.2K | -488 | Closed |
|
|
BAM
207
Belpointe Asset Management
Reno,
Nevada
| – | -$24.6K | -290 | Closed |
|
|
VWM
208
Venturi Wealth Management
Austin,
Texas
| – | -$8.51K | -101 | Closed |
|
|
TCWA
209
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$7.11K | -84 | Closed |
|
IVOO Hedge Fund Activity: Q2 2023 in Review
195 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2023, worth a combined $730M — up 6.4% from $686M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IVOO positions and 13 closed out — a net gain of 4 holders — while 57 added to existing stakes and 52 trimmed.
The largest buyer was WNY Asset Management, adding an estimated $4.95M. The largest seller was US Bancorp, cutting an estimated $8.34M.
- 195 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2023, up from 191 in Q1 2023.
- Funds reported $730M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2023, up 6.4% quarter-over-quarter.
- 17 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2023 and 13 closed out, a net change of +4 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2023 was WNY Asset Management, an estimated $4.95M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2023 was US Bancorp, an estimated $8.34M sold.
Based on aggregated 13F filings for Q2 2023.