Vanguard S&P Mid-Cap 400 ETF
IVOO
180 hedge funds and large institutions have $671M invested in Vanguard S&P Mid-Cap 400 ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 17 closing their positions.
303% more capital inflows, than outflows
Capital inflows: $65.5M | Capital outflows: $16.3M
86% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 36
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
2.26% more ownership
Funds ownership: 41.4% → 43.66% (+2.3%)
0% more funds holding
Funds holding: 180 → 180 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$22.6M |
| 2 |
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$6.42M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.96M |
| 4 |
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$4.8M |
| 5 |
Morgan Stanley
New York
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Meitav Investment House
Bene-Beraq,
Israel
|
-$3.47M |
| 2 |
Fifth Third Securities
Cincinnati,
Ohio
|
-$3.24M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.65M |
| 4 |
Virtu Financial
New York
|
-$789K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$557K |
IVOO Hedge Fund Activity: Q1 2022 in Review
180 of the 6,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2022, worth a combined $671M — up 2.1% from $657M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IVOO positions and 17 closed out — a net gain of 3 holders — while 67 added to existing stakes and 36 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $22.6M. The largest seller was Meitav Investment House, cutting an estimated $3.47M.
- 180 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $671M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2022, up 2.1% quarter-over-quarter.
- 20 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2022 and 17 closed out, a net change of +3 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $22.6M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2022 was Meitav Investment House, an estimated $3.47M sold.
Based on aggregated 13F filings for Q1 2022.