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Vanguard S&P Mid-Cap 400 ETF

103 hedge funds and large institutions have $257M invested in Vanguard S&P Mid-Cap 400 ETF in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $214M → $257M (+$43.5M)

18% more funds holding

Funds holding: 87103 (+16)

9.49% more ownership

Funds ownership: 51.03%60.52% (+9.5%)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
27
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change

IVOO Hedge Fund Activity: Q1 2018 in Review

103 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2018, worth a combined $257M — up 20% from $214M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IVOO positions and 3 closed out — a net gain of 17 holders — while 27 added to existing stakes and 25 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $38.7M. The largest seller was Ameriprise, cutting an estimated $9.35M.

  • 103 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2018, up from 87 in Q4 2017.
  • Funds reported $257M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2018, up 20% quarter-over-quarter.
  • 20 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2018 and 3 closed out, a net change of +17 holders.
  • The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2018 was Deutsche Bank, an estimated $38.7M added.
  • The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2018 was Ameriprise, an estimated $9.35M sold.

Based on aggregated 13F filings for Q1 2018.