Vanguard S&P Mid-Cap 400 ETF
IVOO
274 hedge funds and large institutions have $1.13B invested in Vanguard S&P Mid-Cap 400 ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 17 closing their positions.
1,610% more call options, than puts
Call options by funds: $359K | Put options by funds: $21K
746% more capital inflows, than outflows
Capital inflows: $202M | Capital outflows: $23.8M
176% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 17
65% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 55
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
10% more funds holding
Funds holding: 250 → 274 (+24)
3.21% more ownership
Funds ownership: 44.11% → 47.33% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mountain Capital Investment Advisors
Westminster,
Colorado
|
+$37.9M |
| 2 |
Allworth Financial
Folsom,
California
|
+$17.9M |
| 3 |
Hantz Financial Services
Southfield,
Michigan
|
+$16.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atria Wealth Solutions
New York
|
-$4.66M |
| 2 |
Phoenix Financial
Givatayim,
Israel
|
-$1.9M |
| 3 |
Soltis Investment Advisors
St. George,
Utah
|
-$1.76M |
| 4 |
New Century Financial Group
Princeton,
New Jersey
|
-$1.27M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.18M |
IVOO Hedge Fund Activity: Q4 2024 in Review
274 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 ETF (IVOO) for Q4 2024, worth a combined $1.13B — up 14% from $995M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IVOO positions and 17 closed out — a net gain of 30 holders — while 91 added to existing stakes and 55 trimmed.
The largest buyer was Mountain Capital Investment Advisors, opening a new position worth an estimated $37.9M. The largest seller was Atria Wealth Solutions, cutting an estimated $4.66M.
- 274 institutional investors held Vanguard S&P Mid-Cap 400 ETF (IVOO) as of Q4 2024, up from 250 in Q3 2024.
- Funds reported $1.13B of Vanguard S&P Mid-Cap 400 ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 47 funds opened new Vanguard S&P Mid-Cap 400 ETF positions in Q4 2024 and 17 closed out, a net change of +30 holders.
- The largest Vanguard S&P Mid-Cap 400 ETF buyer in Q4 2024 was Mountain Capital Investment Advisors, an estimated $37.9M added.
- The largest Vanguard S&P Mid-Cap 400 ETF seller in Q4 2024 was Atria Wealth Solutions, an estimated $4.66M sold.
Based on aggregated 13F filings for Q4 2024.