Vanguard Mid-Cap ETF
1,220 hedge funds and large institutions have $25.9B invested in Vanguard Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 493 increasing their positions, 332 reducing their positions, and 30 closing their positions.
600% more first-time investments, than exits
New positions opened: 210 | Existing positions closed: 30
48% more repeat investments, than reductions
Existing positions increased: 493 | Existing positions reduced: 332
21% more funds holding in top 10
Funds holding in top 10: 119 → 144 (+25)
15% more funds holding
Funds holding: 1,057 → 1,220 (+163)
15% more capital invested
Capital invested by funds: $22.5B → $25.9B (+$3.34B)
12.76% less ownership
Funds ownership: 261.29% → 248.52% (-13%)
28% less call options, than puts
Call options by funds: $90.3M | Put options by funds: $125M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
+$155M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$84.6M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
+$77.5M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$66.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$56.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.28B |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$135M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$68.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$58.2M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$33M |
VO Hedge Fund Activity: Q4 2020 in Review
1,220 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2020, worth a combined $25.9B — up 15% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 210 funds opened new VO positions and 30 closed out — a net gain of 180 holders — while 493 added to existing stakes and 332 trimmed.
The largest buyer was Churchill Management, opening a new position worth an estimated $155M. The largest seller was UBS Group, cutting an estimated $1.28B.
- 1,220 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2020, up from 1,057 in Q3 2020.
- Funds reported $25.9B of Vanguard Mid-Cap ETF stock for Q4 2020, up 15% quarter-over-quarter.
- 210 funds opened new Vanguard Mid-Cap ETF positions in Q4 2020 and 30 closed out, a net change of +180 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q4 2020 was Churchill Management, an estimated $155M added.
- The largest Vanguard Mid-Cap ETF seller in Q4 2020 was UBS Group, an estimated $1.28B sold.
Based on aggregated 13F filings for Q4 2020.