Vanguard S&P Mid-Cap 400 ETF
IVOO
221 hedge funds and large institutions have $860M invested in Vanguard S&P Mid-Cap 400 ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 9 closing their positions.
471% more capital inflows, than outflows
Capital inflows: $98.2M | Capital outflows: $17.2M
278% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 9
53% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 49
12% more funds holding
Funds holding: 198 → 221 (+23)
2.24% more ownership
Funds ownership: 45.22% → 47.45% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.6M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$5.32M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.66M |
| 5 |
Gateway Advisory
Westfield,
New Jersey
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Meitav Investment House
Bene-Beraq,
Israel
|
-$3.26M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.58M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.47M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.45M |
IVOO Hedge Fund Activity: Q4 2023 in Review
221 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2023, worth a combined $860M — up 22% from $704M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IVOO positions and 9 closed out — a net gain of 25 holders — while 75 added to existing stakes and 49 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29.5M. The largest seller was Meitav Investment House, cutting an estimated $3.26M.
- 221 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2023, up from 198 in Q3 2023.
- Funds reported $860M of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2023, up 22% quarter-over-quarter.
- 34 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2023 and 9 closed out, a net change of +25 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $29.5M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2023 was Meitav Investment House, an estimated $3.26M sold.
Based on aggregated 13F filings for Q4 2023.