Vanguard S&P Mid-Cap 400 ETF
IVOO
116 hedge funds and large institutions have $336M invested in Vanguard S&P Mid-Cap 400 ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
23% more capital invested
Capital invested by funds: $274M → $336M (+$62.4M)
5% more funds holding
Funds holding: 111 → 116 (+5)
1.63% more ownership
Funds ownership: 70.11% → 71.74% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
+$16.9M |
| 2 |
RGI
River Global Investors
London,
United Kingdom
|
+$16.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.97M |
| 4 |
JG
Jefferies Group
New York
|
+$3.11M |
| 5 |
Morgan Stanley
New York
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.06M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.79M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.96M |
| 5 |
VF
Virtu Financial
New York
|
-$2.74M |
IVOO Hedge Fund Activity: Q1 2019 in Review
116 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2019, worth a combined $336M — up 23% from $274M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IVOO positions and 8 closed out — a net gain of 5 holders — while 34 added to existing stakes and 35 trimmed.
The largest buyer was FDx Advisors, opening a new position worth an estimated $16.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $11.7M.
- 116 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2019, up from 111 in Q4 2018.
- Funds reported $336M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2019, up 23% quarter-over-quarter.
- 13 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2019 and 8 closed out, a net change of +5 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2019 was FDx Advisors, an estimated $16.9M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2019 was Raymond James Financial Services Advisors, an estimated $11.7M sold.
Based on aggregated 13F filings for Q1 2019.