Vanguard S&P Mid-Cap 400 ETF
IVOO
118 hedge funds and large institutions have $322M invested in Vanguard S&P Mid-Cap 400 ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
3% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 33
0% more funds holding
Funds holding: 118 → 118 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9.7% less ownership
Funds ownership: 77.1% → 67.4% (-9.7%)
12% less capital invested
Capital invested by funds: $366M → $322M (-$43.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.27M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.23M |
| 3 |
Morgan Stanley
New York
|
+$1.37M |
| 4 |
B
Bridgeworth
Birmingham,
Alabama
|
+$754K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$447K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$26M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$19.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.15M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.08M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$937K |
IVOO Hedge Fund Activity: Q3 2019 in Review
118 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2019, worth a combined $322M — down 12% from $366M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IVOO positions and 10 closed out — a net gain of 2 holders — while 34 added to existing stakes and 33 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.27M. The largest seller was JP Morgan Chase, cutting an estimated $26M.
- 118 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $322M of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2019, down 12% quarter-over-quarter.
- 12 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2019 and 10 closed out, a net change of +2 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $2.27M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2019 was JP Morgan Chase, an estimated $26M sold.
Based on aggregated 13F filings for Q3 2019.