Vanguard S&P Mid-Cap 400 ETF
IVOO
43 hedge funds and large institutions have $89.3M invested in Vanguard S&P Mid-Cap 400 ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 6 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less funds holding
Funds holding: 44 → 43 (-1)
3.41% less ownership
Funds ownership: 49.74% → 46.33% (-3.4%)
8% less capital invested
Capital invested by funds: $96.9M → $89.3M (-$7.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.88M |
| 2 |
Jane Street
New York
|
+$2.74M |
| 3 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$1.14M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$499K |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$486K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$10.3M |
| 2 |
VF
Virtu Financial
New York
|
-$4.85M |
| 3 |
Neuberger Berman Group
New York
|
-$773K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$552K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$310K |
IVOO Hedge Fund Activity: Q2 2015 in Review
43 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2015, worth a combined $89.3M — down 7.8% from $96.9M a quarter earlier.
Fund positioning in IVOO was balanced in Q2 2015: 6 funds opened new positions, 6 closed out, 15 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, adding an estimated $2.88M. The largest seller was Jefferies Group, exiting entirely with an estimated $10.3M sold.
- 43 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2015, down from 44 in Q1 2015.
- Funds reported $89.3M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2015, down 7.8% quarter-over-quarter.
- 6 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2015 and 6 closed out, a net change of 0 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2015 was UBS Group, an estimated $2.88M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2015 was Jefferies Group, an estimated $10.3M sold.
Based on aggregated 13F filings for Q2 2015.