Vanguard S&P Mid-Cap 400 ETF
IVOO
102 hedge funds and large institutions have $344M invested in Vanguard S&P Mid-Cap 400 ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 6 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 20
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
25% more capital invested
Capital invested by funds: $276M → $344M (+$67.7M)
10.9% more ownership
Funds ownership: 61.71% → 72.61% (+11%)
5% more funds holding
Funds holding: 97 → 102 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.6M |
| 2 |
Morgan Stanley
New York
|
+$11.5M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$10.2M |
| 4 |
JG
Jefferies Group
New York
|
+$6.79M |
| 5 |
Jane Street
New York
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.01M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$534K |
| 3 |
Goldman Sachs
New York
|
-$437K |
| 4 |
VF
Virtu Financial
New York
|
-$299K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$221K |
IVOO Hedge Fund Activity: Q3 2018 in Review
102 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2018, worth a combined $344M — up 25% from $276M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IVOO positions and 6 closed out — a net gain of 5 holders — while 38 added to existing stakes and 20 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $13.6M. The largest seller was Susquehanna International Group, cutting an estimated $1.01M.
- 102 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2018, up from 97 in Q2 2018.
- Funds reported $344M of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2018, up 25% quarter-over-quarter.
- 11 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2018 and 6 closed out, a net change of +5 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $13.6M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2018 was Susquehanna International Group, an estimated $1.01M sold.
Based on aggregated 13F filings for Q3 2018.