Vanguard S&P Mid-Cap 400 ETF
IVOO
191 hedge funds and large institutions have $696M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 56 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 56
12% more capital invested
Capital invested by funds: $620M → $696M (+$75.3M)
1% more funds holding
Funds holding: 189 → 191 (+2)
42.03% less ownership
Funds ownership: 87.28% → 45.25% (-42%)
50% less call options, than puts
Call options by funds: $500K | Put options by funds: $1.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$15.7M |
| 2 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$12.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$9.94M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$8.54M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$20.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.14M |
| 4 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$2.13M |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$1.86M |
IVOO Hedge Fund Activity: Q1 2023 in Review
191 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q1 2023, worth a combined $696M — up 12% from $620M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IVOO positions and 12 closed out — a net gain of 11 holders — while 63 added to existing stakes and 56 trimmed.
The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $15.7M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $20.7M.
- 191 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q1 2023, up from 189 in Q4 2022.
- Funds reported $696M of Vanguard S&P Mid-Cap 400 ETF stock for Q1 2023, up 12% quarter-over-quarter.
- 23 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q1 2023 and 12 closed out, a net change of +11 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q1 2023 was Soltis Investment Advisors, an estimated $15.7M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q1 2023 was Lockheed Martin Investment Management, an estimated $20.7M sold.
Based on aggregated 13F filings for Q1 2023.