Vanguard S&P Mid-Cap 400 ETF
IVOO
249 hedge funds and large institutions have $995M invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 60 reducing their positions, and 13 closing their positions.
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
42% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 60
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
14% more capital invested
Capital invested by funds: $874M → $995M (+$121M)
6% more funds holding
Funds holding: 234 → 249 (+15)
0.23% more ownership
Funds ownership: 43.88% → 44.11% (+0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$12.3M |
| 2 |
FF
Francis Financial
|
+$6.65M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.33M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.26M |
| 5 |
JP Morgan Chase
New York
|
+$5.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$6.23M |
| 2 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$5.08M |
| 3 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
-$1.62M |
| 4 |
TCBWMS
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
-$1.44M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$1.29M |
IVOO Hedge Fund Activity: Q3 2024 in Review
249 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q3 2024, worth a combined $995M — up 14% from $874M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IVOO positions and 13 closed out — a net gain of 18 holders — while 85 added to existing stakes and 60 trimmed.
The largest buyer was Hantz Financial Services, adding an estimated $12.3M. The largest seller was Soltis Investment Advisors, cutting an estimated $6.23M.
- 249 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q3 2024, up from 234 in Q2 2024.
- Funds reported $995M of Vanguard S&P Mid-Cap 400 ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 31 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q3 2024 and 13 closed out, a net change of +18 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q3 2024 was Hantz Financial Services, an estimated $12.3M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q3 2024 was Soltis Investment Advisors, an estimated $6.23M sold.
Based on aggregated 13F filings for Q3 2024.