Vanguard S&P Mid-Cap 400 ETF
IVOO
38 hedge funds and large institutions have $70.8M invested in Vanguard S&P Mid-Cap 400 ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more funds holding
Funds holding: 35 → 38 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
7% less capital invested
Capital invested by funds: $76.2M → $70.8M (-$5.46M)
7.29% less ownership
Funds ownership: 49.16% → 41.87% (-7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$800K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$750K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$460K |
| 4 |
Morgan Stanley
New York
|
+$341K |
| 5 |
LPL Financial
San Diego,
California
|
+$268K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.63M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.92M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.65M |
| 5 |
VF
Virtu Financial
New York
|
-$970K |
IVOO Hedge Fund Activity: Q2 2014 in Review
38 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2014, worth a combined $70.8M — down 7.2% from $76.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVOO positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was UBS, adding an estimated $800K. The largest seller was Deutsche Bank, exiting entirely with an estimated $4.63M sold.
- 38 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2014, up from 35 in Q1 2014.
- Funds reported $70.8M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2014, down 7.2% quarter-over-quarter.
- 7 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2014 and 4 closed out, a net change of +3 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2014 was UBS, an estimated $800K added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2014 was Deutsche Bank, an estimated $4.63M sold.
Based on aggregated 13F filings for Q2 2014.