Vanguard S&P Mid-Cap 400 ETF
IVOO
87 hedge funds and large institutions have $214M invested in Vanguard S&P Mid-Cap 400 ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 14 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 16
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
12% more capital invested
Capital invested by funds: $190M → $214M (+$23.4M)
6% more funds holding
Funds holding: 82 → 87 (+5)
0.99% more ownership
Funds ownership: 50.05% → 51.03% (+0.99%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.19M |
| 2 |
Morgan Stanley
New York
|
+$4.44M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.62M |
| 4 |
B
Bridgeworth
Birmingham,
Alabama
|
+$2.43M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$12.1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$3.84M |
| 3 |
TSS
Two Sigma Securities
New York
|
-$2.07M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.73M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$982K |
IVOO Hedge Fund Activity: Q4 2017 in Review
87 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2017, worth a combined $214M — up 12% from $190M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IVOO positions and 14 closed out — a net gain of 5 holders — while 31 added to existing stakes and 16 trimmed.
The largest buyer was Ameriprise, adding an estimated $9.19M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $12.1M sold.
- 87 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2017, up from 82 in Q3 2017.
- Funds reported $214M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2017, up 12% quarter-over-quarter.
- 19 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2017 and 14 closed out, a net change of +5 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2017 was Ameriprise, an estimated $9.19M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $12.1M sold.
Based on aggregated 13F filings for Q4 2017.