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Vanguard S&P Mid-Cap 400 ETF
IVOO
IVOO
198 hedge funds and large institutions have $704M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
2% more funds holding
Funds holding: 195 → 198 (+3)
5% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 59
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.12% less ownership
Funds ownership: 45.33% → 45.22% (-0.12%)
4% less capital invested
Capital invested by funds: $730M → $704M (-$25.8M)
Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
3.14%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
21
Increased
62
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$21.3M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$9.34M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.89M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.61M |
