Vanguard S&P Mid-Cap 400 ETF
IVOO
111 hedge funds and large institutions have $274M invested in Vanguard S&P Mid-Cap 400 ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
25% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 28
9% more funds holding
Funds holding: 102 → 111 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.49% less ownership
Funds ownership: 72.61% → 70.11% (-2.5%)
20% less capital invested
Capital invested by funds: $344M → $274M (-$69.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.3M |
| 3 |
VF
Virtu Financial
New York
|
+$2.59M |
| 4 |
B
Bridgeworth
Birmingham,
Alabama
|
+$2.49M |
| 5 |
V
Veritable
Wilmington,
Delaware
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$14.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.22M |
| 3 |
JG
Jefferies Group
New York
|
-$6.8M |
| 4 |
Morgan Stanley
New York
|
-$6.09M |
| 5 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$2.96M |
IVOO Hedge Fund Activity: Q4 2018 in Review
111 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2018, worth a combined $274M — down 20% from $344M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IVOO positions and 10 closed out — a net gain of 9 holders — while 35 added to existing stakes and 28 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.73M. The largest seller was FDx Advisors, exiting entirely with an estimated $14.7M sold.
- 111 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2018, up from 102 in Q3 2018.
- Funds reported $274M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2018, down 20% quarter-over-quarter.
- 19 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2018 and 10 closed out, a net change of +9 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2018 was Citadel Advisors, an estimated $5.73M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2018 was FDx Advisors, an estimated $14.7M sold.
Based on aggregated 13F filings for Q4 2018.