Vanguard S&P Mid-Cap 400 ETF
IVOO
44 hedge funds and large institutions have $96.9M invested in Vanguard S&P Mid-Cap 400 ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 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
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
17% more capital invested
Capital invested by funds: $82.6M → $96.9M (+$14.3M)
7% more funds holding
Funds holding: 41 → 44 (+3)
2.6% more ownership
Funds ownership: 47.14% → 49.74% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
+$9.95M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.72M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.52M |
| 4 |
VF
Virtu Financial
New York
|
+$1.28M |
| 5 |
Neuberger Berman Group
New York
|
+$751K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.99M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.79M |
| 3 |
Morgan Stanley
New York
|
-$1.51M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.44M |
| 5 |
TCB
Texas Capital Bancshares
Dallas,
Texas
|
-$1.09M |
IVOO Hedge Fund Activity: Q1 2015 in Review
44 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2015, worth a combined $96.9M — up 17% from $82.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVOO positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Jefferies Group, opening a new position worth an estimated $9.95M. The largest seller was UBS Group, cutting an estimated $2.99M.
- 44 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2015, up from 41 in Q4 2014.
- Funds reported $96.9M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2015, up 17% quarter-over-quarter.
- 7 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2015 and 4 closed out, a net change of +3 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2015 was Jefferies Group, an estimated $9.95M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2015 was UBS Group, an estimated $2.99M sold.
Based on aggregated 13F filings for Q1 2015.