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Vanguard S&P Mid-Cap 400 ETF
IVOO
IVOO
191 hedge funds and large institutions have $686M 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.
New
Increased
Maintained
Reduced
Closed
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
11% more capital invested
Capital invested by funds: $620M → $686M (+$65.6M)
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
Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
63
Reduced
56
Closed
12
Calls
$500K
Puts
$1.01M
Net Calls
-$506K
Net Calls Change
-$801K
Top Buyers
| 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 |
