Vanguard S&P Mid-Cap 400 ETF
IVOO
103 hedge funds and large institutions have $348M 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 7 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 20
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
30.34% more ownership
Funds ownership: 67.1% → 97.44% (+30%)
25% more capital invested
Capital invested by funds: $277M → $348M (+$70.3M)
4% more funds holding
Funds holding: 99 → 103 (+4)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$97.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.6M |
| 3 |
Morgan Stanley
New York
|
+$11.5M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$10.2M |
| 5 |
JG
Jefferies Group
New York
|
+$6.79M |
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
103 of the 4,374 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 $348M — up 25% from $277M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IVOO positions and 7 closed out — a net gain of 4 holders — while 38 added to existing stakes and 20 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $97.3M. The largest seller was Susquehanna International Group, cutting an estimated $1.01M.
- 103 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2018, up from 99 in Q2 2018.
- Funds reported $348M 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 7 closed out, a net change of +4 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2018 was Cornerstone Wealth Management, an estimated $97.3M 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.