Vanguard S&P Mid-Cap 400 ETF
IVOO
97 hedge funds and large institutions have $276M invested in Vanguard S&P Mid-Cap 400 ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 11 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 25
7% more capital invested
Capital invested by funds: $257M → $276M (+$18.5M)
1.19% more ownership
Funds ownership: 60.52% → 61.71% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 103 → 97 (-6)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.96M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.68M |
| 3 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$3.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.27M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$4.57M |
| 2 |
Goldman Sachs
New York
|
-$2.83M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$2.12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$879K |
| 5 |
TCB
Texas Capital Bancshares
Dallas,
Texas
|
-$792K |
IVOO Hedge Fund Activity: Q2 2018 in Review
97 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q2 2018, worth a combined $276M — up 7.2% from $257M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IVOO and 6 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 36 added.
The largest buyer was Morgan Stanley, adding an estimated $7.96M. The largest seller was Bessemer Group, exiting entirely with an estimated $4.57M sold.
- 97 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q2 2018, down from 103 in Q1 2018.
- Funds reported $276M of Vanguard S&P Mid-Cap 400 ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
- 6 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q2 2018 and 11 closed out, a net change of -5 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q2 2018 was Morgan Stanley, an estimated $7.96M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q2 2018 was Bessemer Group, an estimated $4.57M sold.
Based on aggregated 13F filings for Q2 2018.