Vanguard S&P Mid-Cap 400 ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
-$5.68M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$5.56M |
| 3 |
Morgan Stanley
New York
|
-$4.89M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.55M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.36M |
IVOO Hedge Fund Activity: Q3 2023 in Review
198 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2023, worth a combined $704M — down 3.5% from $730M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IVOO positions and 15 closed out — a net gain of 6 holders — while 62 added to existing stakes and 59 trimmed.
The largest buyer was Bank of America, adding an estimated $21.3M. The largest seller was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, cutting an estimated $5.68M.
- 198 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2023, up from 195 in Q2 2023.
- Funds reported $704M of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2023, down 3.5% quarter-over-quarter.
- 21 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2023 and 15 closed out, a net change of +6 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2023 was Bank of America, an estimated $21.3M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2023 was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, an estimated $5.68M sold.
Based on aggregated 13F filings for Q3 2023.