Vanguard S&P Mid-Cap 400 ETF
IVOO
78 hedge funds and large institutions have $188M invested in Vanguard S&P Mid-Cap 400 ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 76 → 78 (+2)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
1.29% less ownership
Funds ownership: 26.87% → 25.58% (-1.3%)
22% less capital inflows, than outflows
Capital inflows: $28.2M | Capital outflows: $35.9M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.46M |
| 2 |
Morgan Stanley
New York
|
+$6.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$3.7M |
| 4 |
Sun Life Financial
Toronto,
Ontario, Canada
|
+$2.9M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$11.7M |
| 2 |
Credit Suisse
Zurich,
Switzerland
|
-$11.6M |
| 3 |
IF
IRON Financial
Northbrook,
Illinois
|
-$3.34M |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.86M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.53M |
IVOO Hedge Fund Activity: Q2 2017 in Review
78 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2017, worth a combined $188M — down 2.2% from $192M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IVOO positions and 3 closed out — a net gain of 2 holders — while 26 added to existing stakes and 27 trimmed.
The largest buyer was Ameriprise, adding an estimated $8.46M. The largest seller was Citigroup, cutting an estimated $11.7M.
- 78 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2017, up from 76 in Q1 2017.
- Funds reported $188M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2017, down 2.2% quarter-over-quarter.
- 5 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2017 and 3 closed out, a net change of +2 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2017 was Ameriprise, an estimated $8.46M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2017 was Citigroup, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2017.